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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	CAM Centre Asset Management New York	$56.8M	-$6.8M	4	14.74%	Reduced
952	Stock Yards Bank & Trust Louisville, Kentucky	$56.8M	+$1.22M	6	6.66%	Increased
953	Twin Tree Management Dallas, Texas	$56.7M	+$27.7M	7	0.45%	Increased
954	Chilton Capital Management Houston, Texas	$56.6M	-$1.36M	5	5.45%	Reduced
955	NAYA Capital Management (UK) London, United Kingdom	$56.6M	+$55M	1	10.45%	New
956	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$56.5M	-$12M	6	5.94%	Reduced
957	Carnegie Investment Counsel Pepper Pike, Ohio	$56.5M	+$1.1M	6	6.61%	Increased
958	SWITC Stewart West Indies Trading Company Boulder, Colorado	$56.4M	$0	2	4.93%	Maintained
959	IP Interval Partners New York	$56.4M	+$53.9M	2	2.57%	New
960	AssetMark Inc Concord, California	$56.3M	+$19.8M	15	0.64%	Increased
961	CA Cornerstone Advisors Asheville, North Carolina	$56.2M	-$156K	5	6.51%	Reduced
962	BCM Bares Capital Management Austin, Texas	$56.1M	+$119K	1	2.53%	Increased
963	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$55.8M	+$11.4M	3	9.69%	Increased
964	Merriman Wealth Management Seattle, Washington	$55.4M	+$4.06M	5	13.18%	Increased
965	JGC J. Goldman & Co New York	$55.4M	+$36.6M	6	2.79%	Increased
966	MassMutual Private Wealth & Trust Windsor, Connecticut	$55.3M	-$2.52M	10	4.59%	Reduced
967	ArrowMark Colorado Holdings Denver, Colorado	$55.3M	-$1.39M	6	0.63%	Reduced
968	FBC Fairfield, Bush & Co Darien, Connecticut	$55.1M	+$449K	9	17.21%	Increased
969	Waters Parkerson & Co New Orleans, Louisiana	$54.9M	+$451K	6	4.84%	Increased
970	MC MIG Capital Newport Beach, California	$54.8M	+$210K	3	7.87%	Increased
971	Lowe Brockenbrough & Co Richmond, Virginia	$54.8M	-$469K	6	8.4%	Reduced
972	RA RiverPark Advisors New York	$54.2M	-$5.47M	3	7.14%	Reduced
973	North Star Asset Management Neenah, Wisconsin	$54.2M	+$241K	8	5.38%	Increased
974	Academy Capital Management Waco, Texas	$54.1M	-$176K	5	15.23%	Reduced
975	AKO Capital London, United Kingdom	$54M	+$4.35M	1	4.43%	Increased