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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
1101	SCM Stonebridge Capital Management Los Angeles, California	$23.5M	+$743K	5	9.05%	Increased
1102	IA Icon Advisers Greenwood Village, Colorado	$23.4M	+$6.73M	3	1.39%	Increased
1103	Zuckerman Investment Group Chicago, Illinois	$23.4M	-$115K	2	4.94%	Reduced
1104	Reilly Financial Advisors La Mesa, California	$23.3M	-$7.26M	7	5.58%	Reduced
1105	Jacobs & Co San Francisco, California	$23.2M	+$1.1M	4	6.12%	Increased
1106	GCM Grandmaster Capital Management San Francisco, California	$23.2M	-$5.19M	1	10.53%	Reduced
1107	AL Agran Libbie Santa Monica, California	$23.2M	+$1.34M	6	5.52%	Increased
1108	Petrus Trust Company Dallas, Texas	$23.1M	-$679K	2	5.67%	Reduced
1109	M MOTCO San Antonio, Texas	$23M	-$131K	6	2.45%	Reduced
1110	CWM Concert Wealth Management San Jose, California	$23M	+$9.28M	8	3.51%	Increased
1111	Personal Capital Advisors Redwood City, California	$23M	+$4.74M	5	2.35%	Increased
1112	SAMNY Samsung Asset Management (New York) New York	$22.9M	-$4.99M	5	7.67%	Reduced
1113	Natixis Investment Managers International Paris, France	$22.8M	+$8.02M	7	3%	Increased
1114	OAM Origin Asset Management London, United Kingdom	$22.6M	-$13.6M	3	1.72%	Reduced
1115	CIC Canal Insurance Company Greenville, South Carolina	$22.6M	$0	2	7.61%	Maintained
1116	SouthState Corp Winter Haven, Florida	$22.5M	+$1.34M	4	3.53%	Increased
1117	Middleton & Co Boston, Massachusetts	$22.5M	+$2.95M	5	5.04%	Increased
1118	FIM Frontier Investment Management Dallas, Texas	$22.4M	+$708K	4	3.8%	Increased
1119	Arden Trust Wilmington, Delaware	$22.4M	-$1.02M	6	3.1%	Reduced
1120	CPM Crescent Park Management East Palo Alto, California	$22.4M	+$22.7M	1	14.53%	New
1121	DSI Daiwa SB Investments Tokyo, Japan	$22.4M	-$2.74M	5	3.58%	Reduced
1122	Clough Capital Partners Boston, Massachusetts	$22.3M	-$37.7M	2	0.8%	Reduced
1123	TimesSquare Capital Management New York	$22.3M	-$1.75M	2	0.12%	Reduced
1124	BC Bruce & Co Chicago, Illinois	$22.2M	+$3.33M	1	6.14%	Increased
1125	Smith Group Asset Management Dallas, Texas	$22.2M	-$49.1M	4	0.78%	Reduced