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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	AC Asturias Capital New York	$61.4M	+$12.9M	4	28.73%	Increased
1002	TM Tikvah Management Charlotte, North Carolina	$61.3M	-$1.66K	3	21.74%	Reduced
1003	Ledyard National Bank	$61.2M	+$1.58M	9	8.07%	Increased
1004	Delta Asset Management Memphis, Tennessee	$61.1M	-$1.38M	11	9.46%	Reduced
1005	Highland Private Wealth Management Bellevue, Washington	$60.6M	-$351K	6	22.72%	Reduced
1006	Mariner Independent Advisor Network Overland Park, Kansas	$60.6M	+$9.7M	5	5.39%	Increased
1007	Osborne Partners Capital Management San Francisco, California	$60.4M	+$1.54M	7	9.03%	Increased
1008	Oaktree Capital Management Los Angeles, California	$60.1M	+$64.7M	2	1.09%	New
1009	Laurion Capital Management New York	$60M	+$7.39M	11	1.06%	Increased
1010	North Star Asset Management Neenah, Wisconsin	$59.6M	-$138K	8	5.64%	Reduced
1011	Montag & Associates Atlanta, Georgia	$59.6M	+$7.99M	8	6.41%	Increased
1012	Conning Inc Hartford, Connecticut	$59.5M	-$4.68M	10	2.03%	Reduced
1013	C Chescapmanager Baltimore, Maryland	$59.4M	+$11.2M	3	14.34%	Increased
1014	ET Equitable Trust Nashville, Tennessee	$59.3M	-$906K	7	7.85%	Reduced
1015	LMR Partners London, United Kingdom	$59.3M	+$61.7M	4	2.91%	Increased
1016	Night Owl Capital Management Greenwich, Connecticut	$59.2M	+$71.8K	4	25.35%	Increased
1017	Huber Capital Management El Segundo, California	$59.2M	-$2.49M	4	5.39%	Reduced
1018	ETrade Capital Management Arlington, Virginia	$59.1M	-$639K	13	1.93%	Reduced
1019	Jefferies Group New York	$58.9M	-$23M	17	0.48%	Reduced
1020	Farmers & Merchants Investments Inc Lincoln, Nebraska	$58.9M	-$828K	12	4.47%	Reduced
1021	Argent Trust Co Nashville, Tennessee	$58.9M	+$7.13M	9	6.91%	Increased
1022	Taurus Asset Management New York	$58.7M	+$2.2M	6	9.39%	Increased
1023	FAB First American Bank Dundee, Illinois	$58.4M	-$2.21M	7	4.57%	Reduced
1024	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$58.1M	+$1.54M	6	5.5%	Increased
1025	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$58.1M	-$24.3M	6	7.03%	Reduced