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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	Palisade Asset Management Minneapolis, Minnesota	$33.8M	-$350K	4	6.4%	Reduced
1027	AC Amici Capital New York	$33.7M	+$2.45M	2	6.34%	Increased
1028	Dragoneer Investment Group San Francisco, California	$33.7M	-$16.3M	1	8.52%	Reduced
1029	KLWA Kelly Lawrence W & Associates Pasadens, California	$33.5M	+$13.3K	6	7.74%	Increased
1030	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$33.4M	+$1.14M	7	7.68%	Increased
1031	TGI Tradewinds Global Investors Los Angeles, California	$33.3M	-$3.71M	4	2.16%	Reduced
1032	Carret Asset Management New York	$33.2M	+$1.08M	7	6.42%	Increased
1033	CA Cornerstone Advisors Asheville, North Carolina	$33.1M	-$558K	5	8.19%	Reduced
1034	CF Cypress Funds Los Angeles, California	$32.9M	-$10.8M	2	7.77%	Reduced
1035	IFP Advisors Tampa, Florida	$32.9M	+$21.5M	15	1.84%	Increased
1036	RegentAtlantic Capital Morristown, New Jersey	$32.9M	-$1.46M	7	3.17%	Reduced
1037	LRPA L. Roy Papp & Associates Phoenix, Arizona	$32.8M	+$250K	6	7.74%	Increased
1038	Payden & Rygel Los Angeles, California	$32.7M	+$2.52M	5	3.72%	Increased
1039	Mariner Overland Park, Kansas	$32.7M	+$5.14M	8	1.77%	Increased
1040	NBT Bank Norwich, New York	$32.6M	-$9.24K	6	5.7%	Reduced
1041	Reynders McVeigh Capital Management Boston, Massachusetts	$32.3M	+$1.41M	6	4.69%	Increased
1042	MN Services Vermogensbeheer The Hague, Netherlands	$32.3M	+$215K	10	7.46%	Increased
1043	FA FDx Advisors Chicago, Illinois	$32.3M	-$478K	9	1.46%	Reduced
1044	FHAM Folger Hill Asset Management New York	$32.3M	-$78.8M	3	2.52%	Reduced
1045	Trinity Street Asset Management London, United Kingdom	$32.2M	-$4.74M	1	7.49%	Reduced
1046	Adell Harriman & Carpenter Houston, Texas	$32.2M	+$507K	7	8.42%	Increased
1047	Nelson Capital Management Menlo Park, California	$32.2M	-$230K	9	12.1%	Reduced
1048	Cubist Systematic Strategies Stamford, Connecticut	$32.1M	-$35.1M	13	1.87%	Reduced
1049	Clal Insurance Tel-Aviv, Israel	$32.1M	$0	2	0.82%	Maintained
1050	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$32.1M	+$2.88M	11	3.84%	Increased