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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	Howard Capital Management Group Los Angeles, California	$136M	+$135M	6	14.26%	New
927	VCM Violich Capital Management San Francisco, California	$136M	+$3.66M	6	24.53%	Increased
928	Zweig-DiMenna Associates New York	$136M	-$42.7M	6	9.43%	Reduced
929	Reynders McVeigh Capital Management Boston, Massachusetts	$136M	-$2.39M	7	9.05%	Reduced
930	Stock Yards Bank & Trust Louisville, Kentucky	$135M	+$3.26M	6	9.15%	Increased
931	Vaughan David Investments Peoria, Illinois	$135M	-$13.4M	6	4.28%	Reduced
932	Neville Rodie & Shaw New York	$135M	-$2.59M	7	11.2%	Reduced
933	Wedge Capital Management Charlotte, North Carolina	$134M	-$98.8M	6	1.6%	Reduced
934	Levin Capital Strategies New York	$134M	+$4.61M	6	14.27%	Increased
935	RIM Redpoint Investment Management Sydney, NSW, Australia	$133M	-$1.9M	14	11.24%	Reduced
936	Barton Investment Management West Conshohocken, Pennsylvania	$133M	-$6.49M	5	12.38%	Reduced
937	Roffman Miller Associates Philadelphia, Pennsylvania	$133M	+$233M	5	11.03%	Increased
938	Harvest Fund Management Beijing, China	$132M	-$8.99M	14	12.84%	Reduced
939	CMG Cavalry Management Group San Francisco, California	$132M	+$55.6M	3	12.28%	Increased
940	Reilly Financial Advisors La Mesa, California	$132M	+$3.03M	18	11.67%	Increased
941	Argent Trust Co Nashville, Tennessee	$132M	+$1.54M	8	9.25%	Increased
942	Renaissance Group Covington, Kentucky	$132M	+$1.97M	8	5.56%	Increased
943	Alpha Wave Global New York	$131M	-$603K	2	8.17%	Reduced
944	Timucuan Asset Management Jacksonville, Florida	$131M	+$1.2M	1	5.8%	Increased
945	Delta Asset Management Memphis, Tennessee	$131M	+$745K	12	13.26%	Increased
946	BFM Blacksheep Fund Management Co. Dublin, Ireland	$130M	+$25.6M	2	26.88%	Increased
947	Calamos Wealth Management Naperville, Illinois	$130M	+$10.4M	9	10.74%	Increased
948	Zeke Capital Advisors Berwyn, Pennsylvania	$130M	+$388K	7	9.06%	Increased
949	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$130M	+$275K	10	13.88%	Increased
950	Trust Company of Vermont Brattleboro, Vermont	$129M	-$696K	10	9.69%	Reduced