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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	Caprock Group Boise, Idaho	$155M	+$5.48M	12	8.9%	Increased
1027	Tower Bridge Advisors Conshohocken, Pennsylvania	$155M	-$35M	7	15.8%	Reduced
1028	Equitable Trust Nashville, Tennessee	$155M	-$3.01M	7	10.73%	Reduced
1029	Jasper Ridge Partners Menlo Park, California	$155M	$0	9	4.86%	Maintained
1030	Nixon Peabody Trust Boston, Massachusetts	$154M	+$6.2M	5	14.16%	Increased
1031	Ninety One Cape Town, South Africa	$154M	+$20.5M	4	22.21%	Increased
1032	D.J. St. Germain Springfield, Massachusetts	$154M	-$785K	15	7.52%	Reduced
1033	GAMCO Investors Greenwich, Connecticut	$154M	-$13.1M	9	1.55%	Reduced
1034	Adell Harriman & Carpenter Houston, Texas	$154M	+$3.88M	6	12.64%	Increased
1035	Hemenway Trust Hemenway Trust Salem, New Hampshire	$153M	-$2.31M	7	13.27%	Reduced
1036	Nishkama Capital LLC Dorado, Puerto Rico	$153M	+$53.1M	9	12.13%	Increased
1037	Stonebridge Capital Advisors St Paul, Minnesota	$153M	+$3.85M	6	13.72%	Increased
1038	Varenne Capital Partners Paris, France	$152M	+$66.5M	3	23.88%	Increased
1039	Lowe Brockenbrough & Co Richmond, Virginia	$152M	+$6.6M	6	10.27%	Increased
1040	MCI McDonald Capital Investors Orinda, California	$152M	-$596K	3	9.49%	Reduced
1041	Tran Capital Management San Rafael, California	$151M	-$21.7M	3	16.83%	Reduced
1042	Cullen Capital Management New York	$151M	+$44.7M	4	1.68%	Increased
1043	CC Cornerstone Capital Palo Alto, California	$150M	-$8.07M	3	15.4%	Reduced
1044	McDaniel Terry & Co Austin, Texas	$150M	-$1.77M	5	13.35%	Reduced
1045	Platinum Investment Management Sydney Australia 2000, Australia	$150M	-$1.96M	7	6.05%	Reduced
1046	Act Two Investors Santa Cruz, California	$150M	+$1.38M	5	30.04%	Increased
1047	Clough Capital Partners Boston, Massachusetts	$150M	-$18.2M	3	16.44%	Reduced
1048	Cookson Peirce & Co Pittsburgh, Pennsylvania	$149M	+$9.12M	7	7.95%	Increased
1049	Alta Park Capital San Francisco, California	$149M	+$12.5M	5	14.94%	Increased
1050	Cortland Associates St Louis, Missouri	$149M	+$22.1M	5	19.23%	Increased