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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
1076	Halsey Associates New Haven, Connecticut	$60.2M	+$2.13M	5	9.56%	Increased
1077	Smith Salley Wealth Management Greensboro, North Carolina	$60.2M	+$2.38M	5	8.55%	Increased
1078	TM Tiger Management New York	$60M	-$153K	4	22.76%	Reduced
1079	Stack Financial Management Whitefish, Montana	$60M	-$11.7M	1	7.14%	Reduced
1080	Highline Capital Management New York	$59.8M	+$61.5M	1	8.73%	New
1081	PAM Private Asset Management San Diego, California	$59.8M	-$290K	7	10.34%	Reduced
1082	Global Endowment Management Charlotte, North Carolina	$59.7M	-$24.8M	3	5.24%	Reduced
1083	Mariner Independent Advisor Network Overland Park, Kansas	$59.7M	-$13.2M	5	4.53%	Reduced
1084	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$59.4M	-$961K	3	6.03%	Reduced
1085	AAM AO Asset Management New York	$59.4M	-$7.09M	3	5.84%	Reduced
1086	EARNEST Partners Atlanta, Georgia	$59.3M	-$8.7M	14	0.54%	Reduced
1087	MAM Mastrapasqua Asset Management Nashville, Tennessee	$59.3M	-$504K	6	10.91%	Reduced
1088	Kayak Investment Partners San Francisco, California	$59.3M	+$11.4M	4	33.5%	Increased
1089	ARTA A.R.T. Advisors New York	$59.2M	+$11.5M	8	2.96%	Increased
1090	Keywise Capital Management Grand Cayman, Cayman Islands	$59.2M	+$28M	1	26.85%	Increased
1091	Nelson Capital Management Menlo Park, California	$59.1M	-$4.12M	13	14.01%	Reduced
1092	BCH Berkshire Capital Holdings San Jose, California	$59M	-$2.87M	6	19.6%	Reduced
1093	Osborn Williams & Donohoe Cincinnati, Ohio	$59M	+$1.15M	7	5.94%	Increased
1094	Advisory Services Network Atlanta, Georgia	$58.9M	$0	22	3.61%	Maintained
1095	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$58.8M	+$393K	13	2.25%	Increased
1096	Chas P. Smith & Associates (CPS) Lakeland, Florida	$58.7M	-$1.01M	5	6.77%	Reduced
1097	Calamos Wealth Management Naperville, Illinois	$58.7M	+$5.63M	5	7.85%	Increased
1098	Grandfield & Dodd New York	$58.7M	-$452K	6	5.78%	Reduced
1099	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$58.7M	-$78K	6	7.33%	Reduced
1100	Bristlecone Advisors Bellevue, Washington	$58.5M	+$6.36M	5	14.25%	Increased