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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
1051	WEC White Elm Capital Greenwich, Connecticut	$25.2M	+$24.3M	1	2.56%	New
1052	Oaktree Capital Management Los Angeles, California	$25.2M	+$345K	1	0.29%	Increased
1053	Private Advisor Group Morristown, New Jersey	$25.1M	+$2.57M	6	1.19%	Increased
1054	FirstMerit Bank N.A. Trustee Akron, Ohio	$25.1M	+$76.2K	4	2.07%	Increased
1055	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$25M	+$107K	4	4.92%	Increased
1056	MC MSF Capital New York	$25M	-$520K	2	6.02%	Reduced
1057	CCT Chemung Canal Trust Elmira, New York	$24.9M	-$1.89M	4	5.45%	Reduced
1058	HCM Harvey Capital Management Palm Beach, Florida	$24.9M	+$5.16M	5	8.41%	Increased
1059	EULAV Asset Management Sarasota, Florida	$24.6M	+$480K	3	1.29%	Increased
1060	Barton Investment Management West Conshohocken, Pennsylvania	$24.6M	-$393K	5	8.71%	Reduced
1061	IA Icon Advisers Greenwood Village, Colorado	$24.6M	+$1.32M	4	1.54%	Increased
1062	LT LJ Trust Reno, Nevada	$24.5M	$0	1	4.39%	Maintained
1063	TCM Tradewinds Capital Management Bellingham, Washington	$24.5M	-$1.15M	9	17.19%	Reduced
1064	Carnegie Investment Counsel Pepper Pike, Ohio	$24.4M	-$577K	4	4.26%	Reduced
1065	Jacobs & Co San Francisco, California	$24.4M	+$445K	4	6.1%	Increased
1066	MB Financial Bank - Trust Department Rosemont, Illinois	$24.3M	+$1.48M	8	3%	Increased
1067	RiverFront Investment Group Richmond, Virginia	$24.2M	+$240K	1	0.66%	Increased
1068	KCM Investment Advisors Greenbrae, California	$24.2M	-$471K	5	1.93%	Reduced
1069	Todd Asset Management Louisville, Kentucky	$24.1M	-$66.5M	3	0.66%	Reduced
1070	Stratton Management King Of Prussia, Pennsylvania	$24.1M	-$7.11M	4	1.05%	Reduced
1071	Bragg Financial Advisors Charlotte, North Carolina	$24.1M	+$426K	6	5.5%	Increased
1072	Night Owl Capital Management Greenwich, Connecticut	$23.9M	+$90.1K	3	12.29%	Increased
1073	SFG Sather Financial Group Victoria, Texas	$23.9M	+$18M	3	10.1%	Increased
1074	FA FDx Advisors Chicago, Illinois	$23.8M	-$1.61M	6	1.18%	Reduced
1075	Sylebra Capital (HK) Hong Kong	$23.7M	+$9.09M	1	3.05%	Increased