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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
901	DCM Decatur Capital Management Decatur, Georgia	$68.7M	-$10.5M	3	13.93%	Reduced
902	Carnegie Investment Counsel Pepper Pike, Ohio	$68.7M	+$4.57M	7	6.09%	Increased
903	Norris Perne & French Grand Rapids, Michigan	$68.6M	+$528K	5	9.98%	Increased
904	Todd Asset Management Louisville, Kentucky	$68.6M	-$2.15M	5	1.85%	Reduced
905	ETF Managers Group Summit, New Jersey	$68.3M	-$1.02M	8	4.93%	Reduced
906	Barton Investment Management West Conshohocken, Pennsylvania	$68.1M	-$543K	5	14.95%	Reduced
907	Samlyn Capital New York	$67.9M	-$53.9M	2	1.56%	Reduced
908	Meitav Investment House Bene-Beraq, Israel	$67.4M	+$65.4M	7	3.94%	New
909	Thompson Siegel & Walmsley Richmond, Virginia	$67.3M	-$76.5M	12	0.8%	Reduced
910	Essex Investment Management Boston, Massachusetts	$67.3M	-$2.63M	8	8.87%	Reduced
911	Central Trust Company Jefferson City, Missouri	$67.1M	+$522K	14	4.09%	Increased
912	Cullen Capital Management New York	$67.1M	-$19.2M	2	2.3%	Reduced
913	FBC Fairfield, Bush & Co Darien, Connecticut	$66.8M	+$4.21M	9	18.42%	Increased
914	Trust Company of Vermont Brattleboro, Vermont	$66.8M	+$693K	10	6.2%	Increased
915	Quest Investment Management Lake Oswego, Oregon	$66.7M	-$19.3M	5	9.86%	Reduced
916	BPI Battery Partners IX Boston, Massachusetts	$66.7M	$0	1	66.69%	Maintained
917	Denver Investment Advisors Denver, Colorado	$66.6M	-$376K	8	3.32%	Reduced
918	Pillar Pacific Capital Management Pacifica, California	$66.6M	-$24K	9	8.11%	Reduced
919	PFM Parsec Financial Management Asheville, North Carolina	$66.5M	-$823K	6	4.51%	Reduced
920	Capital One National Association New York	$66.3M	-$1.6M	8	4.48%	Reduced
921	RAA RWC Asset Advisors Miami, Florida	$66.1M	+$29.8M	1	14%	Increased
922	Capital Counsel New York	$65.8M	+$582K	5	5.41%	Increased
923	LIC Lodestar Investment Counsel Chicago, Illinois	$65.8M	-$2.35M	7	7.58%	Reduced
924	Sompo Asset Management Tokyo, Japan	$65.7M	+$7.85M	8	9.61%	Increased
925	SCM Stevens Capital Management Radnor, Pennsylvania	$65.6M	-$4.18M	8	2.55%	Reduced