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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
1026	LFCM Long Focus Capital Management San Juan, Puerto Rico	$241M	+$18.6M	4	6.16%	Increased
1027	Ursa Fund Management Danville, California	$241M	+$260M	2	18.83%	New
1028	Empire Life Investments Toronto, Ontario, Canada	$240M	-$12.5M	4	13.4%	Reduced
1029	Moors & Cabot Boston, Massachusetts	$240M	-$788K	12	9.33%	Reduced
1030	Scharf Investments Los Gatos, California	$240M	+$104M	5	7.92%	Increased
1031	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$239M	+$10.9M	12	6.38%	Increased
1032	Plato Investment Management Sydney, NSW, Australia	$238M	+$10.6M	15	13.57%	Increased
1033	Adell Harriman & Carpenter Houston, Texas	$238M	+$704K	6	12.19%	Increased
1034	Wedge Capital Management Charlotte, North Carolina	$238M	+$12.5M	6	3.92%	Increased
1035	Spire Wealth Management Mclean, Virginia	$237M	+$1.27M	19	7.16%	Increased
1036	Iron Gate Global Advisors Nsl, Utah	$235M	-$21.5M	5	22.73%	Reduced
1037	Central Securities New York	$235M	$0	3	17.51%	Maintained
1038	Meeder Advisory Services Dublin, Ohio	$235M	+$12.5M	15	8.59%	Increased
1039	Crawford Investment Counsel Atlanta, Georgia	$234M	-$3.84M	7	3.9%	Reduced
1040	Academy Capital Management Waco, Texas	$233M	-$6.98M	5	30.86%	Reduced
1041	Frank Rimerman Advisors Palo Alto, California	$233M	-$1.43M	15	13.21%	Reduced
1042	D.J. St. Germain Springfield, Massachusetts	$233M	-$16.5M	13	8.37%	Reduced
1043	Avity Investment Management Greenwich, Connecticut	$232M	+$21.8M	6	14.77%	Increased
1044	Grimes & Company Westborough, Massachusetts	$231M	+$6.41M	7	4.99%	Increased
1045	LMCG Investments Boston, Massachusetts	$231M	-$7.28M	7	12.35%	Reduced
1046	Univest Financial Souderton, Pennsylvania	$230M	+$6.05M	6	11.3%	Increased
1047	LA Linden Advisors New York	$229M	+$230M	3	1.18%	Increased
1048	BIT Capital Berlin, Germany	$229M	-$126M	4	6.77%	Reduced
1049	Ancora Advisors Cleveland, Ohio	$228M	-$267K	18	4.4%	Reduced
1050	XN LP New York	$228M	-$10.5M	2	6.01%	Reduced