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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	Everence Capital Management Goshen, Indiana	$53.7M	-$713K	9	11.35%	Reduced
1102	Greystone Managed Investments Regina, Saskatchewan, Canada	$53.7M	+$827K	3	2.34%	Increased
1103	IGM Incline Global Management New York	$53.7M	-$23.1M	2	3.36%	Reduced
1104	Baskin Financial Services Toronto, Ontario, Canada	$53.7M	-$967K	4	10.04%	Reduced
1105	PAM Private Asset Management San Diego, California	$53.6M	-$778K	7	8.65%	Reduced
1106	Veritas Investment Management (UK) London, United Kingdom	$53.6M	+$7.31M	4	17.4%	Increased
1107	3CP 3G Capital Partners New York	$53.5M	-$8.95M	1	3.7%	Reduced
1108	Albion Financial Group Salt Lake City, Utah	$53.5M	+$3.41M	7	7.71%	Increased
1109	RI Redwood Investments Boston, Massachusetts	$53.5M	-$511K	3	3.69%	Reduced
1110	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$53.4M	-$366K	3	5.96%	Reduced
1111	BCH Berkshire Capital Holdings San Jose, California	$53.4M	+$3.48M	7	34.5%	Increased
1112	Freestone Capital Holdings Seattle, Washington	$53.3M	+$1.72M	7	0.33%	Increased
1113	AC Athanor Capital New York	$53.2M	+$25.1M	4	21.13%	Increased
1114	HCM Harvey Capital Management Palm Beach, Florida	$53.1M	-$2.05M	9	21.06%	Reduced
1115	AC Apertura Capital Dallas, Texas	$53M	+$32.7M	4	15.09%	Increased
1116	Alpha Cubed Investments Irvine, California	$53M	-$754K	8	6.83%	Reduced
1117	LRPA L. Roy Papp & Associates Phoenix, Arizona	$53M	-$1.64M	6	10.01%	Reduced
1118	Welch Group Birmingham, Alabama	$52.9M	+$1.1M	5	6.59%	Increased
1119	MAM Morse Asset Management Darien, Connecticut	$52.8M	+$73.9K	4	14.48%	Increased
1120	Calamos Wealth Management Naperville, Illinois	$52.8M	-$836K	5	6.58%	Reduced
1121	Black Swift Group Boulder, Colorado	$52.8M	+$27.9M	3	23.94%	Increased
1122	Amica Pension Fund Board of Trustees Providence, Rhode Island	$52.7M	-$113K	6	7.19%	Reduced
1123	AJ Ashburton (Jersey) St Helier, Jersey	$52.7M	+$271K	5	22.76%	Increased
1124	USCA RIA Houston, Texas	$52.6M	-$723K	8	5.65%	Reduced
1125	PCP Polunin Capital Partners London, United Kingdom	$52.5M	$0	1	23.24%	Maintained