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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	Bank of the West Monterey Park, California	$107M	+$1.77M	8	12.5%	Increased
1027	Vista Equity Partners Management San Francisco, California	$107M	+$3.86M	4	1.45%	Increased
1028	Dock Street Asset Management Palm Beach, Florida	$107M	-$360K	4	22.17%	Reduced
1029	Central Securities New York	$107M	+$8.33M	4	13.81%	Increased
1030	GW & Wade Wellesley, Massachusetts	$107M	+$18.3M	10	6.48%	Increased
1031	Sumitomo Life Insurance Tokyo, Japan	$107M	-$9.18M	9	4.5%	Reduced
1032	Glynn Capital Management Menlo Park, California	$106M	-$52M	6	10.3%	Reduced
1033	Capital Investment Advisors Atlanta, Georgia	$106M	+$2.4M	8	4.44%	Increased
1034	Parsons Capital Management Providence, Rhode Island	$106M	-$175K	9	9.13%	Reduced
1035	Moors & Cabot Boston, Massachusetts	$106M	+$2.72M	14	8.89%	Increased
1036	Atika Capital Management New York	$106M	-$8.76M	6	8.27%	Reduced
1037	Night Owl Capital Management Greenwich, Connecticut	$105M	+$1.39M	3	20.31%	Increased
1038	Lombard Odier Asset Management (USA) New York	$105M	+$54.2M	7	5.05%	Increased
1039	Seizert Capital Partners Birmingham, Michigan	$105M	-$14.1M	4	6.14%	Reduced
1040	First American Bank Dundee, Illinois	$105M	-$5.74M	6	7.04%	Reduced
1041	Cobblestone Capital Advisors Rochester, New York	$105M	-$3.04M	8	8.08%	Reduced
1042	Jasper Ridge Partners Menlo Park, California	$105M	+$4.49M	9	4.64%	Increased
1043	Becker Capital Management Portland, Oregon	$105M	-$1.49M	6	5.17%	Reduced
1044	MKP Capital Management New York	$105M	+$73.8M	1	7.03%	Increased
1045	APEIRON Capital Ltd Hong Kong	$104M	+$111M	3	50.33%	New
1046	Joel Isaacson & Co New York	$104M	+$63.9M	11	10.16%	Increased
1047	Bainco International Investors Boston, Massachusetts	$104M	+$2.63M	6	11.87%	Increased
1048	Vestor Capital Chicago, Illinois	$104M	-$3.27M	10	12.53%	Reduced
1049	Act Two Investors Santa Cruz, California	$104M	+$5.77M	5	26.11%	Increased
1050	CA Cullinan Associates Louisville, Kentucky	$103M	-$873K	6	6.2%	Reduced