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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	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$69.8M	-$18.1M	10	7.25%	Reduced
927	Neville Rodie & Shaw New York	$69.3M	-$1.35M	8	7.64%	Reduced
928	VCM Violich Capital Management San Francisco, California	$69.3M	-$998K	5	18.53%	Reduced
929	PFM Parsec Financial Management Asheville, North Carolina	$69.2M	-$169K	6	4.73%	Reduced
930	FBC Fairfield, Bush & Co Darien, Connecticut	$69M	-$4.48M	10	20.03%	Reduced
931	Torray Investment Partners Bethesda, Maryland	$68.7M	+$10.6M	6	7.13%	Increased
932	KCM Investment Advisors Greenbrae, California	$68.6M	-$823K	8	4.17%	Reduced
933	IVMX Institutional Venture Management XIV Menlo Park, California	$68.6M	$0	1	21.18%	Maintained
934	RNC Capital Management Los Angeles, California	$68.3M	-$160K	7	5.04%	Reduced
935	RWWM Inc Rocklin, California	$68.2M	-$25.4M	2	23.29%	Reduced
936	FHAM Folger Hill Asset Management New York	$68.2M	+$59.6M	6	4.58%	Increased
937	Meeder Asset Management Dublin, Ohio	$68M	+$1.98M	11	6.31%	Increased
938	Wasatch Advisors Salt Lake City, Utah	$67.7M	-$123K	4	0.88%	Reduced
939	LIC Lodestar Investment Counsel Chicago, Illinois	$67.6M	-$456K	7	7.87%	Reduced
940	Stock Yards Bank & Trust Louisville, Kentucky	$67.4M	-$437K	6	7.51%	Reduced
941	JCM Jag Capital Management St Louis, Missouri	$67.4M	+$16.9M	8	12.46%	Increased
942	Stratos Wealth Partners Beachwood, Ohio	$67.1M	+$6.81M	22	2.83%	Increased
943	Essex Investment Management Boston, Massachusetts	$67.1M	-$7.5M	9	8.82%	Reduced
944	Bainco International Investors Boston, Massachusetts	$66.8M	+$1.73M	5	9.94%	Increased
945	Eagle Global Advisors Houston, Texas	$66.7M	+$12.7M	7	2.3%	Increased
946	Two Sigma Securities New York	$66.6M	+$52.7M	10	0.37%	Increased
947	Doyle Wealth Management St. Petersburg, Florida	$66.6M	+$7.7M	6	11.2%	Increased
948	Janney Capital Management Pittsburgh, Pennsylvania	$66.5M	-$10.6M	7	2.89%	Reduced
949	Capital Counsel New York	$66.4M	+$1.39M	5	5.37%	Increased
950	JCM JS Capital Management New York	$66.3M	+$6.39M	4	24.12%	Increased