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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	Global Endowment Management Charlotte, North Carolina	$139M	+$66.9M	3	10.13%	Increased
1027	Twin Tree Management Dallas, Texas	$139M	+$101M	13	0.29%	Increased
1028	Vancity Investment Management Vancouver, British Columbia, Canada	$139M	+$3.54M	5	15.94%	Increased
1029	Washington Trust Advisors Wellesley, Massachusetts	$139M	+$139M	18	9.39%	New
1030	EGVF ESA Global Value Fund Grand Cayman, Cayman Islands	$139M	$0	3	90.07%	Maintained
1031	Untitled Investments New York	$139M	+$9.47M	4	29.68%	Increased
1032	Provident Investment Management Novi, Michigan	$138M	-$1.29M	3	12.49%	Reduced
1033	Northeast Financial Consultants Westport, Connecticut	$138M	+$6.69M	8	8.34%	Increased
1034	Vista Equity Partners Management San Francisco, California	$138M	+$44M	6	1.05%	Increased
1035	Cigna Investments Bloomfield, Connecticut	$137M	-$48.1M	14	10.75%	Reduced
1036	TRG Investments Richmond, Virginia	$137M	$0	1	100%	Maintained
1037	Reilly Financial Advisors La Mesa, California	$136M	-$9.47M	21	10.13%	Reduced
1038	KAS Kemnay Advisory Services New York	$136M	-$60.2M	4	19.15%	Reduced
1039	JC JBF Capital Aspen, Colorado	$136M	+$4.79M	6	25.67%	Increased
1040	Ironvine Capital Partners Omaha, Nebraska	$136M	-$14M	4	13.97%	Reduced
1041	CSM Advisors Warrendale, Pennsylvania	$136M	+$6.57M	6	8.98%	Increased
1042	NWAM LLC Mercer Island, Washington	$136M	+$7.23M	10	10.72%	Increased
1043	Silvant Capital Management Atlanta, Georgia	$135M	-$6.42M	10	23.12%	Reduced
1044	AC AMS Capital Sao Paulo, Brazil	$135M	+$41.2M	6	30.12%	Increased
1045	Harvest Fund Management Beijing, China	$134M	+$16.9M	17	22.74%	Increased
1046	Parsons Capital Management Providence, Rhode Island	$134M	-$620K	9	9.63%	Reduced
1047	Congress Wealth Management Boston, Massachusetts	$134M	+$132M	10	2.67%	New
1048	Capital Fund Management (CFM) Paris, France	$134M	+$14.5M	12	0.96%	Increased
1049	Harbor Investment Advisory Lutherville, Maryland	$134M	-$1.16M	18	16.94%	Reduced
1050	Bridgeway Capital Management Houston, Texas	$134M	-$16.9M	8	2.48%	Reduced