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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	Lockheed Martin Investment Management Bethesda, Maryland	$102M	-$2.25M	4	5.21%	Reduced
1077	Black-and-white Capital Los Angeles, California	$102M	+$108M	2	6.61%	New
1078	Northeast Financial Consultants Westport, Connecticut	$102M	+$2.35M	8	7.77%	Increased
1079	Burleson & Co Petaluma, California	$101M	+$6.14M	12	16.5%	Increased
1080	MAM Mastrapasqua Asset Management Nashville, Tennessee	$101M	+$5.96M	6	11.82%	Increased
1081	TM Tikvah Management Charlotte, North Carolina	$101M	$0	3	28.29%	Maintained
1082	KSCM Key Square Capital Management Stamford, Connecticut	$101M	+$55.5M	2	17.18%	Increased
1083	Provident Investment Management Novi, Michigan	$101M	+$2.3M	3	11.16%	Increased
1084	Everence Capital Management Goshen, Indiana	$101M	$0	9	9.18%	Maintained
1085	Glynn Capital Management Menlo Park, California	$101M	-$1.98M	6	9.66%	Reduced
1086	NewEdge Wealth Pittsburgh, Pennsylvania	$100M	+$71.1M	8	9.95%	Increased
1087	Majedie Asset Management London, United Kingdom	$100M	+$887K	4	7.26%	Increased
1088	Melqart Asset Management London, United Kingdom	$100M	+$48.8M	5	4.53%	Increased
1089	Main Street Research Lakeville, Connecticut	$100M	+$6.36M	6	9.4%	Increased
1090	Board of Trustees of The Leland Stanford Junior University Redwood City, California	$100M	+$116M	1	8.83%	New
1091	Carret Asset Management New York	$100M	+$553K	8	12.38%	Increased
1092	BFO Boston Family Office Boston, Massachusetts	$100M	-$1.18M	6	7.48%	Reduced
1093	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$100M	$0	3	0.95%	Maintained
1094	Baltimore-Washington Financial Advisors Columbia, Maryland	$100M	+$800K	5	10.14%	Increased
1095	RiverPark Advisors New York	$99.4M	+$13.2M	6	16.39%	Increased
1096	Fairview Capital Investment Management Greenbrae, California	$99.3M	+$10.1M	4	3.57%	Increased
1097	Donaldson Capital Management Evansville, Indiana	$99.2M	-$922K	6	5.45%	Reduced
1098	Diamond Hill Capital Management Columbus, Ohio	$99.2M	-$14.5M	2	0.4%	Reduced
1099	Mission Wealth Management Santa Barbara, California	$99M	-$345K	11	5.75%	Reduced
1100	London & Capital Asset Management London, United Kingdom	$99M	+$6.11M	4	9.24%	Increased