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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	PFU Parus Finance (UK) London, United Kingdom	$70M	-$39.1M	4	32.03%	Reduced
1002	Janney Capital Management Pittsburgh, Pennsylvania	$69.8M	-$7.04M	7	3.79%	Reduced
1003	FAB First American Bank Dundee, Illinois	$69.8M	-$94.4K	6	4.79%	Reduced
1004	Laird Norton Wetherby Wealth Management San Francisco, California	$69.8M	+$3.7M	12	7.64%	Increased
1005	Stack Financial Management Whitefish, Montana	$69.3M	-$1.83M	2	7.78%	Reduced
1006	Roffman Miller Associates Philadelphia, Pennsylvania	$69.2M	-$1.18M	4	7.43%	Reduced
1007	WCM Woodson Capital Management Greenwich, Connecticut	$69M	+$2.44M	2	11.79%	Increased
1008	Portolan Capital Management Boston, Massachusetts	$69M	-$41.3M	4	7.42%	Reduced
1009	Alerus Financial Grand Forks, North Dakota	$68.5M	+$13.1M	5	9.25%	Increased
1010	GCM Glynn Capital Management Menlo Park, California	$68.4M	+$862K	5	11.68%	Increased
1011	Ledyard National Bank	$68.3M	-$5.09M	6	9.14%	Reduced
1012	FTIM Flowering Tree Investment Management Singapore	$67.9M	+$2.65M	1	37.17%	Increased
1013	Kintegral Advisory New York	$67.8M	$0	6	13.74%	Maintained
1014	Greenleaf Trust Kalamazoo, Michigan	$67.4M	+$1.43M	10	1.07%	Increased
1015	Darrell & King Charlottesville, Virginia	$67.1M	-$4.47M	5	13.24%	Reduced
1016	Think Investments San Francisco, California	$67M	-$18.6M	2	22.47%	Reduced
1017	Parsons Capital Management Providence, Rhode Island	$66.9M	-$2.32M	8	7.3%	Reduced
1018	AAM AO Asset Management New York	$66.8M	-$28.9M	3	6.9%	Reduced
1019	BPI Battery Partners IX Boston, Massachusetts	$66.7M	+$22.4M	2	17.52%	Increased
1020	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$66.4M	-$5.17M	3	6.94%	Reduced
1021	Cetera Advisors Denver, Colorado	$66.3M	+$3.68M	11	2.95%	Increased
1022	Wedbush Securities Los Angeles, California	$66.2M	+$2.19M	11	6.65%	Increased
1023	Thomasville National Bank Thomasville, Georgia	$66M	+$901K	6	11.43%	Increased
1024	Clarkston Capital Partners Rochester, Michigan	$65.9M	-$16.2M	6	2.25%	Reduced
1025	FTCM Fir Tree Capital Management New York	$65.8M	-$64.5M	1	6.58%	Reduced