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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
926	Osborne Partners Capital Management San Francisco, California	$46.9M	-$494K	6	7.02%	Reduced
927	IVMX Institutional Venture Management XIV Menlo Park, California	$46.6M	$0	1	66.85%	Maintained
928	Willis Investment Counsel Gainesville, Georgia	$46.6M	+$691K	2	3.73%	Increased
929	QCI Asset Management Pittsford, New York	$46.5M	-$642K	7	6.48%	Reduced
930	RIM Rainier Investment Management Seattle, Washington	$46.4M	-$14.8M	3	3%	Reduced
931	Anchor Capital Advisors Boston, Massachusetts	$46.4M	-$5.4M	6	1.56%	Reduced
932	Hudson Bay Capital Management Stamford, Connecticut	$46.2M	-$32.7M	5	1.11%	Reduced
933	Summit Partners Public Asset Management Boston, Massachusetts	$46.2M	+$14.5M	3	7.57%	Increased
934	Meritage Portfolio Management Overland Park, Kansas	$46M	+$287K	6	5.05%	Increased
935	CPM Crescent Park Management East Palo Alto, California	$45.7M	-$7.35M	1	8%	Reduced
936	AAM AO Asset Management New York	$45.6M	+$14.4M	3	12.4%	Increased
937	LGT Capital Partners Pfaeffikon, Switzerland	$45.4M	+$6.34M	4	6.37%	Increased
938	Dowling & Yahnke San Diego, California	$45.3M	-$427K	7	5.3%	Reduced
939	Churchill Management Los Angeles, California	$45.3M	+$27.7M	3	1.85%	Increased
940	FineMark National Bank & Trust Fort Myers, Florida	$45M	+$8.97M	10	4.81%	Increased
941	MTIP Magee Thomson Investment Partners San Diego, California	$44.7M	+$4.73M	3	14.77%	Increased
942	E.S. Barr & Co Lexington, Kentucky	$44.6M	-$299K	4	5.49%	Reduced
943	Barton Investment Management West Conshohocken, Pennsylvania	$44.5M	+$1.53M	5	14.99%	Increased
944	Middleton & Co Boston, Massachusetts	$44.4M	-$905K	6	9.94%	Reduced
945	Montag & Associates Atlanta, Georgia	$44.3M	-$4.11M	7	5.64%	Reduced
946	Paloma Partners Greenwich, Connecticut	$44.3M	-$24.4M	11	0.55%	Reduced
947	Bar Harbor Wealth Management Concord, New Hampshire	$44.2M	-$265K	7	5.01%	Reduced
948	Locust Wood Capital Advisers New York	$44.1M	-$19M	2	5.09%	Reduced
949	YHB Investment Advisors West Hartford, Connecticut	$44.1M	-$10.9M	7	10.64%	Reduced
950	Woodstock Corp Boston, Massachusetts	$44M	+$287K	8	9.01%	Increased