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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
1001	SCM Somerset Capital Management London, United Kingdom	$37.5M	-$354K	1	15.14%	Reduced
1002	Country Club Trust Kansas City, Missouri	$37.4M	-$3.01M	6	5.68%	Reduced
1003	ACP Arrowgrass Capital Partners London, United Kingdom	$37.3M	+$5.25M	1	9.87%	Increased
1004	Delta Asset Management Memphis, Tennessee	$37.3M	+$135K	8	6.84%	Increased
1005	Compass Capital Management Minneapolis, Minnesota	$37M	-$1.98M	3	7.83%	Reduced
1006	Campbell Newman Asset Management Milwaukee, Wisconsin	$36.9M	+$158K	5	8.04%	Increased
1007	CC ClearArc Capital Cincinnati, Ohio	$36.8M	+$442K	8	7.71%	Increased
1008	TAM Taylor Asset Management Toronto, Ontario, Canada	$36.8M	-$12.6M	2	8.84%	Reduced
1009	LGT Capital Partners Pfaeffikon, Switzerland	$36.7M	-$3.45M	3	8.27%	Reduced
1010	CCM Cobalt Capital Management Short Hills, New Jersey	$36.2M	+$14.4M	1	4.64%	Increased
1011	Farmers & Merchants Investments Inc Lincoln, Nebraska	$36M	+$1.77M	9	4.51%	Increased
1012	Montag & Associates Atlanta, Georgia	$36M	-$1.38M	6	5.28%	Reduced
1013	FBC Fairfield, Bush & Co Darien, Connecticut	$36M	+$11.4M	6	12.58%	Increased
1014	LRPA L. Roy Papp & Associates Phoenix, Arizona	$35.9M	-$927K	6	8.8%	Reduced
1015	RegentAtlantic Capital Morristown, New Jersey	$35.8M	+$6.59M	7	3.83%	Increased
1016	Lannebo Fonder Stockholm, Sweden	$35.8M	+$34.5M	4	29.22%	New
1017	Insight Holdings Group New York	$35.7M	$0	1	11.84%	Maintained
1018	KAS Kemnay Advisory Services New York	$35.5M	+$13.3M	5	23.72%	Increased
1019	Curi RMB Capital Chicago, Illinois	$35.5M	-$7.07M	5	1.64%	Reduced
1020	BTP Bloom Tree Partners New York	$35.5M	-$53.1M	1	3.41%	Reduced
1021	CCM Century Capital Management Boston, Massachusetts	$35.5M	-$7.88M	4	2.03%	Reduced
1022	Arrow Financial Glens Falls, New York	$35.4M	-$169K	9	9.47%	Reduced
1023	Baskin Financial Services Toronto, Ontario, Canada	$35.4M	+$449K	3	10.92%	Increased
1024	GIM Greystone Investment Management Cincinnati, Ohio	$35.1M	-$1.93M	4	14.78%	Reduced
1025	Regal Partners Sydney, NSW, Australia	$35M	+$2.28M	1	11.93%	Increased