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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	CA Cullinan Associates Louisville, Kentucky	$56.8M	+$12.8M	6	4.42%	Increased
927	Capital Growth Management Boston, Massachusetts	$56.8M	+$49.8M	1	2.6%	New
928	Franklin Street Advisors Chapel Hill, North Carolina	$56.8M	-$4.45M	7	9.71%	Reduced
929	Roffman Miller Associates Philadelphia, Pennsylvania	$56.6M	+$1.35M	3	7.75%	Increased
930	PFM Parsec Financial Management Asheville, North Carolina	$56.5M	+$155K	6	4.48%	Increased
931	Trust Company of Vermont Brattleboro, Vermont	$56.4M	+$1.94M	11	5.79%	Increased
932	Barton Investment Management West Conshohocken, Pennsylvania	$56.3M	+$1.1M	5	14.86%	Increased
933	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$56.2M	-$3.07M	5	11.41%	Reduced
934	RNC Capital Management Los Angeles, California	$56.2M	+$1.73M	6	4.35%	Increased
935	CMG Cavalry Management Group San Francisco, California	$56M	+$26.1M	3	22.22%	Increased
936	Chilton Capital Management Houston, Texas	$56M	-$4.83M	5	6.18%	Reduced
937	IFP Advisors Tampa, Florida	$56M	-$1M	21	2.37%	Reduced
938	MassMutual Private Wealth & Trust Windsor, Connecticut	$55.8M	-$392K	10	4.97%	Reduced
939	AC Asturias Capital New York	$55.5M	+$53.1M	2	19.79%	New
940	CGI Calixto Global Investors Coral Gables, Florida	$55.4M	-$4.33M	1	14.58%	Reduced
941	Lannebo Fonder Stockholm, Sweden	$55.4M	+$1.14M	5	31.8%	Increased
942	SV Sapphire Ventures Austin, Texas	$55.3M	$0	1	47.73%	Maintained
943	Hudson Bay Capital Management Stamford, Connecticut	$55.3M	-$78.3M	6	1.11%	Reduced
944	GCP Garelick Capital Partners Boston, Massachusetts	$55.2M	+$12.2M	2	11.92%	Increased
945	Nexus Investment Management Toronto, Ontario, Canada	$55.2M	-$1.55M	3	8.99%	Reduced
946	Stephens Inc Little Rock, Arkansas	$54.8M	+$279K	6	1.88%	Increased
947	Osborne Partners Capital Management San Francisco, California	$54.6M	+$521K	7	7.77%	Increased
948	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$54.6M	-$10.2M	4	12.07%	Reduced
949	BCM Bares Capital Management Austin, Texas	$54.6M	+$51.3M	1	2.43%	New
950	Wasatch Advisors Salt Lake City, Utah	$54.5M	+$20.6M	7	0.76%	Increased