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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
976	BAS Brown Advisory Securities Baltimore, Maryland	$68.7M	+$486K	8	11.91%	Increased
977	Kimelman & Baird New York	$68.3M	+$64.6M	6	8.96%	New
978	Chicago Capital Chicago, Illinois	$68.3M	+$22.6M	6	5.5%	Increased
979	BCM Barometer Capital Management Toronto, Ontario, Canada	$68.2M	+$12M	3	5.69%	Increased
980	ET Equitable Trust Nashville, Tennessee	$68.1M	+$67.2M	8	8.62%	New
981	E.S. Barr & Co Lexington, Kentucky	$68M	+$863K	4	7.02%	Increased
982	Baker Avenue Asset Management San Francisco, California	$68M	+$492K	11	5.89%	Increased
983	AKO Capital London, United Kingdom	$67.8M	+$8.85M	1	3.67%	Increased
984	Donaldson Capital Management Evansville, Indiana	$67.5M	+$78K	5	6.58%	Increased
985	Wasatch Advisors Salt Lake City, Utah	$67.1M	-$1.46M	4	0.81%	Reduced
986	AG Aravt Global New York	$66.6M	$0	1	6.5%	Maintained
987	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$66.5M	+$58.8M	4	0.49%	Increased
988	Perpetual Ltd Sydney, New South Wales, Australia	$66.4M	-$9.5M	5	8.07%	Reduced
989	Mark Asset Management New York	$66.3M	-$2.84M	4	16.28%	Reduced
990	Evergreen Capital Management Bellevue, Washington	$66M	+$6.12M	7	6.19%	Increased
991	Dowling & Yahnke San Diego, California	$65.7M	-$1.02M	9	6.1%	Reduced
992	Onex Canada Asset Management Toronto, Ontario, Canada	$65.5M	-$44.6M	3	3.31%	Reduced
993	Torray Investment Partners Bethesda, Maryland	$65.5M	-$3.89M	6	6.84%	Reduced
994	Delek Group Herzliya, Israel	$65.3M	+$12.5M	4	2.8%	Increased
995	CU CDAM (UK) London, United Kingdom	$65.1M	+$11.6M	1	13.61%	Increased
996	Motley Fool Asset Management Alexandria, Virginia	$65.1M	+$3.94M	6	8.73%	Increased
997	Cumberland Partners Toronto, Ontario, Canada	$65M	+$15.2M	6	6.54%	Increased
998	CC ClearArc Capital Cincinnati, Ohio	$64.8M	-$396K	10	9.13%	Reduced
999	Nichols & Pratt Advisers Boston, Massachusetts	$64.5M	+$979K	6	5.77%	Increased
1000	Adell Harriman & Carpenter Houston, Texas	$64.5M	-$306K	6	12.78%	Reduced