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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	RWWM Inc Rocklin, California	$77M	-$4.19M	2	22.93%	Reduced
952	Montag & Associates Atlanta, Georgia	$76.8M	+$6.38M	8	7.12%	Increased
953	Capital Counsel New York	$76.5M	+$867K	4	5.59%	Increased
954	Norris Perne & French Grand Rapids, Michigan	$76.3M	+$3.97M	4	10.04%	Increased
955	CEI Clark Estates Inc New York	$76.2M	-$4.43M	4	11.8%	Reduced
956	Polaris Capital Management Boston, Massachusetts	$76.1M	-$1M	2	3.16%	Reduced
957	Franklin Street Advisors Chapel Hill, North Carolina	$76M	+$711K	7	10.58%	Increased
958	ETF Managers Group Summit, New Jersey	$75.9M	-$1.32M	10	3.71%	Reduced
959	AG Artal Group Luxembourg	$75.2M	$0	1	3.07%	Maintained
960	CG Cutler Group San Francisco, California	$75.1M	-$72.9M	18	7.79%	Reduced
961	IVMX Institutional Venture Management XIV Menlo Park, California	$74.9M	$0	1	77.33%	Maintained
962	Ally Financial Detroit, Michigan	$74.9M	+$1.33M	6	14.28%	Increased
963	Parkwood LLC Cleveland, Ohio	$74.5M	-$19.6M	7	14.58%	Reduced
964	CAM Centre Asset Management New York	$74.1M	+$2.05M	4	19.26%	Increased
965	Summit Partners Public Asset Management Boston, Massachusetts	$74M	-$41.3M	3	9.06%	Reduced
966	Taurus Asset Management New York	$73.7M	+$5.38M	6	10.3%	Increased
967	North Star Asset Management Neenah, Wisconsin	$73.3M	+$3.32M	8	5.94%	Increased
968	Janney Capital Management Pittsburgh, Pennsylvania	$73.3M	-$2.24M	7	3.82%	Reduced
969	Jefferies Group New York	$73.2M	+$264K	19	0.6%	Increased
970	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$73.2M	+$26.2M	3	8.04%	Increased
971	Cumberland Partners Toronto, Ontario, Canada	$73.2M	+$773K	5	7.36%	Increased
972	SouthState Corp Winter Haven, Florida	$73M	-$2.3M	7	7.51%	Reduced
973	Highland Private Wealth Management Bellevue, Washington	$72.9M	+$1.76M	6	22.79%	Increased
974	Delek Group Herzliya, Israel	$72.8M	+$2.99M	5	3.02%	Increased
975	AG Aravt Global New York	$72.7M	-$10.2M	2	11.51%	Reduced