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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	Miracle Mile Advisors Los Angeles, California	$69.7M	+$14.1M	9	5.6%	Increased
1002	Brinker Capital Berwyn, Pennsylvania	$69.5M	+$4.95M	10	2.63%	Increased
1003	FineMark National Bank & Trust Fort Myers, Florida	$69.5M	-$1.64M	6	4.03%	Reduced
1004	ARK Investment Management St. Petersburg, Florida	$69.2M	-$32M	7	1.98%	Reduced
1005	Merriman Wealth Management Seattle, Washington	$68.9M	-$3.73M	6	13.06%	Reduced
1006	Night Owl Capital Management Greenwich, Connecticut	$68.8M	-$34.8K	4	24.62%	Reduced
1007	Oribel Capital Management New York	$68.5M	+$39.2M	3	6.91%	Increased
1008	Argent Trust Co Nashville, Tennessee	$68.4M	+$111K	8	7.17%	Increased
1009	TPC Tiger Pacific Capital New York	$68.3M	+$8.01M	1	23.14%	Increased
1010	Horan Capital Management Hunt Valley, Maryland	$68.3M	-$37.4M	4	12.6%	Reduced
1011	Farmers & Merchants Investments Inc Lincoln, Nebraska	$68M	-$520K	12	4.56%	Reduced
1012	PVH Psagot Value Holdings Tel Aviv, Israel	$67.8M	+$17.8M	9	2.87%	Increased
1013	WCM Woodson Capital Management Greenwich, Connecticut	$67.7M	+$11.2M	3	14.03%	Increased
1014	MRCP Manor Road Capital Partners New York	$67.7M	-$6.66M	1	11.8%	Reduced
1015	Donaldson Capital Management Evansville, Indiana	$67.6M	-$5.23M	5	6.02%	Reduced
1016	Highstreet Asset Management London, Ontario, Canada	$67.4M	-$14.1M	7	3.86%	Reduced
1017	HLC Hunt Lane Capital New York	$67.3M	-$22.3M	2	9.16%	Reduced
1018	Strategy Capital Los Altos, California	$67.3M	+$37.2M	4	33.75%	Increased
1019	Delta Asset Management Memphis, Tennessee	$67.3M	-$3.47M	10	9.67%	Reduced
1020	Lowe Brockenbrough & Co Richmond, Virginia	$67.3M	-$50.2K	6	9.41%	Reduced
1021	Alpha Cubed Investments Irvine, California	$67.2M	+$11.1M	8	8.15%	Increased
1022	FAB First American Bank Dundee, Illinois	$66.8M	-$774K	6	4.82%	Reduced
1023	Roffman Miller Associates Philadelphia, Pennsylvania	$66.7M	+$871K	3	7.59%	Increased
1024	FCM Firsthand Capital Management San Jose, California	$66.1M	+$17M	7	24.65%	Increased
1025	Parsons Capital Management Providence, Rhode Island	$66.1M	-$45.9K	8	7.23%	Reduced