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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
951	AIA Alerus Investment Advisors Wayzata, Minnesota	$30.6M	+$2.95M	4	5.09%	Increased
952	Natixis Investment Managers International Paris, France	$30.6M	+$6.62M	6	3.89%	Increased
953	Grimes & Company Westborough, Massachusetts	$30.5M	+$872K	6	7.34%	Increased
954	IAM Impala Asset Management Palm Beach, Florida	$30.5M	+$28.5M	2	0.69%	New
955	Stratton Management King Of Prussia, Pennsylvania	$30.3M	-$1.11M	5	1.23%	Reduced
956	Valley Wealth Managers Paramus, New Jersey	$30.2M	+$898K	3	5.2%	Increased
957	Farmers & Merchants Investments Inc Lincoln, Nebraska	$30M	+$487K	7	3.78%	Increased
958	Columbus Hill Capital Management Short Hills, New Jersey	$30M	-$35.5M	1	1.97%	Reduced
959	Parsons Capital Management Providence, Rhode Island	$29.9M	-$4.14M	8	4.19%	Reduced
960	WMC Westwood Management Corporation Chicago, Illinois	$29.8M	-$21.6M	2	4.96%	Reduced
961	QI Quotient Investors New York	$29.8M	+$9.8M	4	4.02%	Increased
962	Oaktree Capital Management Los Angeles, California	$29.7M	+$31.1M	2	0.31%	Increased
963	BCM Bluefin Capital Management New York	$29.7M	+$3.73M	5	2.72%	Increased
964	Private Wealth Partners Mill Valley, California	$29.6M	-$2.3M	6	6.82%	Reduced
965	First Allied Advisory Services San Diego, California	$29.6M	+$2.37M	8	1.96%	Increased
966	Waters Parkerson & Co New Orleans, Louisiana	$29.6M	+$418K	4	3.47%	Increased
967	Dorsal Capital Management Redwood City, California	$29.5M	-$7.62M	1	4.78%	Reduced
968	Baker Avenue Asset Management San Francisco, California	$29.4M	+$11.7M	8	3.9%	Increased
969	Curi RMB Capital Chicago, Illinois	$29.2M	-$757K	5	1.76%	Reduced
970	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$29.2M	$0	1	18.97%	Maintained
971	Voloridge Investment Management Jupiter, Florida	$29.1M	-$44.3M	3	1.41%	Reduced
972	Newbrook Capital Advisors New York	$29M	+$27.4M	1	4.8%	New
973	Arvest Bank Trust Division Dewey, Oklahoma	$28.9M	+$361K	3	2.47%	Increased
974	YCG LLC Austin, Texas	$28.9M	+$1.25M	3	8.68%	Increased
975	Taurus Asset Management New York	$28.7M	+$90.2K	4	5.36%	Increased