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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	Taurus Asset Management New York	$108M	-$937K	4	14.45%	Reduced
952	Capital Investment Advisors Atlanta, Georgia	$108M	+$912K	8	3.7%	Increased
953	Madrona Venture Group Seattle, Washington	$107M	$0	1	49.33%	Maintained
954	Philadelphia Trust Company Philadelphia, Pennsylvania	$107M	+$3.31M	6	12.1%	Increased
955	Rothschild & Co Wealth Management (UK) London, United Kingdom	$107M	+$1.88M	1	2.59%	Increased
956	First Long Island Investors Jericho, New York	$106M	+$3.43M	4	11.8%	Increased
957	Giverny Capital Montreal, Quebec, Canada	$106M	+$2.3M	4	7.19%	Increased
958	Thomasville National Bank Thomasville, Georgia	$106M	+$2.34M	5	12.73%	Increased
959	DCM Dupont Capital Management Wilmington, Delaware	$106M	-$39M	16	6.28%	Reduced
960	Signature Estate & Investment Advisors Los Angeles, California	$105M	+$2.83M	4	4.92%	Increased
961	Chas P. Smith & Associates (CPS) Lakeland, Florida	$105M	+$3.61M	6	8.89%	Increased
962	Moors & Cabot Boston, Massachusetts	$105M	-$2M	9	7.97%	Reduced
963	Lincoln National Corp Radnor, Pennsylvania	$105M	+$5.48M	11	2.58%	Increased
964	Welch Group Birmingham, Alabama	$104M	+$2.01M	6	6.78%	Increased
965	D.J. St. Germain Springfield, Massachusetts	$104M	-$55.9M	6	6.87%	Reduced
966	NEA Management Company Timonium, Maryland	$104M	$0	1	5.18%	Maintained
967	EdgePoint Investment Group Toronto, Ontario, Canada	$104M	-$17.3M	1	1.16%	Reduced
968	CSNH Crow's Nest Holdings Richmond, Virginia	$104M	-$16.8M	3	37.51%	Reduced
969	Montag & Associates Atlanta, Georgia	$103M	+$3.23M	17	7.16%	Increased
970	NM NWI Management New York	$103M	+$12.2M	4	18.12%	Increased
971	Seizert Capital Partners Birmingham, Michigan	$103M	-$3.79M	4	5.82%	Reduced
972	Regal Partners Sydney, NSW, Australia	$103M	-$23.4M	1	21.62%	Reduced
973	Value Partners Investments Winnipeg, Manitoba, Canada	$103M	+$9.32M	3	10.28%	Increased
974	Oslo Pensjonsforsikring Oslo,	$103M	+$2.62M	3	24.02%	Increased
975	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$103M	+$64.6K	6	5.62%	Increased