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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	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$64.5M	+$37.2M	1	21.84%	Increased
1002	North Star Asset Management Neenah, Wisconsin	$64.4M	+$221K	8	5.53%	Increased
1003	Carrhae Capital London, United Kingdom	$64.2M	+$31.3M	2	22.62%	Increased
1004	Bowen Hanes & Co Ponte Vedra Beach, Florida	$64.1M	-$14.3M	6	2.99%	Reduced
1005	La Financiere de L'Echiquier Paris, France	$63.9M	+$16.9M	4	15.6%	Increased
1006	Night Owl Capital Management Greenwich, Connecticut	$63.6M	-$48.8K	4	23.29%	Reduced
1007	Highland Private Wealth Management Bellevue, Washington	$63.5M	+$50.2M	6	22.65%	Increased
1008	Taurus Asset Management New York	$63.4M	-$918K	6	9.26%	Reduced
1009	Parkwood LLC Cleveland, Ohio	$63.3M	+$1.17M	4	9.95%	Increased
1010	Cullen Capital Management New York	$63.2M	-$6.36M	2	2.39%	Reduced
1011	Merriman Wealth Management Seattle, Washington	$63M	-$8.85M	6	14.38%	Reduced
1012	Ledyard National Bank	$63M	+$6.96M	10	7.53%	Increased
1013	Osborne Partners Capital Management San Francisco, California	$62.9M	-$1.17M	7	8.58%	Reduced
1014	InterOcean Capital Chicago, Illinois	$62.9M	+$4.44M	6	7.39%	Increased
1015	Huber Capital Management El Segundo, California	$62.9M	-$11.4M	4	4.09%	Reduced
1016	Janney Capital Management Pittsburgh, Pennsylvania	$62.8M	-$8.9M	7	2.77%	Reduced
1017	AssetMark Inc Concord, California	$62.6M	-$366K	12	0.61%	Reduced
1018	SouthState Corp Winter Haven, Florida	$62.5M	-$1.49M	7	7.03%	Reduced
1019	Montrusco Bolton Investments Montreal, Quebec, Canada	$62.5M	+$6.83M	3	4.31%	Increased
1020	Lowe Brockenbrough & Co Richmond, Virginia	$62.1M	-$233K	6	9.13%	Reduced
1021	EARNEST Partners Atlanta, Georgia	$62.1M	-$688K	13	0.58%	Reduced
1022	Aureus Asset Management Boston, Massachusetts	$62M	+$4.37M	5	8.52%	Increased
1023	Roffman Miller Associates Philadelphia, Pennsylvania	$61.9M	-$1.63M	3	7.57%	Reduced
1024	Brinker Capital Berwyn, Pennsylvania	$61.8M	+$2.86M	10	2.37%	Increased
1025	BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$61.3M	+$4.97M	1	7.21%	Increased