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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	CAM Centre Asset Management New York	$84.7M	+$6.99M	4	20.4%	Increased
902	Pillar Pacific Capital Management Pacifica, California	$84.7M	-$464K	10	9.47%	Reduced
903	EIM Elephas Investment Management Hong Kong	$84.5M	+$73.7M	1	51.08%	Increased
904	Eagle Global Advisors Houston, Texas	$84.5M	+$2.59M	8	3.38%	Increased
905	EULAV Asset Management Sarasota, Florida	$84.4M	-$4.15M	3	3.17%	Reduced
906	Wasatch Advisors Salt Lake City, Utah	$84.3M	-$7.41M	6	0.82%	Reduced
907	Baldwin Wealth Partners Marion, Massachusetts	$84M	-$2.97M	10	12.38%	Reduced
908	Moody Lynn & Lieberson Boston, Massachusetts	$83.9M	-$7.58M	5	9.22%	Reduced
909	AssetMark Inc Concord, California	$83.9M	+$8.28M	14	0.68%	Increased
910	Polaris Capital Management Boston, Massachusetts	$83.6M	+$190K	2	3.53%	Increased
911	Sandy Spring Bank Olney, Maryland	$82.9M	+$1.41M	12	6.67%	Increased
912	FA Friess Associates Greenville, Delaware	$82.9M	-$65M	3	6.04%	Reduced
913	LIC Lodestar Investment Counsel Chicago, Illinois	$82.7M	-$819K	7	8.5%	Reduced
914	JCM JS Capital Management New York	$82.7M	-$66.4M	4	12.11%	Reduced
915	LCM Lomas Capital Management New York	$82.7M	-$914K	2	8.89%	Reduced
916	Montag & Associates Atlanta, Georgia	$82.7M	+$4.64M	8	7.37%	Increased
917	LS Investment Advisors Bloomfield Hills, Michigan	$82.6M	-$148K	16	4.99%	Reduced
918	Stock Yards Bank & Trust Louisville, Kentucky	$82.4M	+$533K	6	7.7%	Increased
919	Ensemble Capital Management San Francisco, California	$82.3M	+$2.6M	3	11.61%	Increased
920	Chicago Capital Chicago, Illinois	$81.9M	+$2.42M	6	5.24%	Increased
921	Highland Private Wealth Management Bellevue, Washington	$81.5M	+$1.53M	6	23.27%	Increased
922	Community Trust & Investment Versailles, Kentucky	$81.3M	-$2.49M	3	10.02%	Reduced
923	Conning Inc Hartford, Connecticut	$81.3M	+$16.6M	10	2.69%	Increased
924	Frontier Capital Management Boston, Massachusetts	$81.1M	-$87.1M	3	0.61%	Reduced
925	VCM Violich Capital Management San Francisco, California	$81M	-$839K	5	19.92%	Reduced