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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	B. Riley Wealth Advisors Boca Raton, Florida	$63.9M	+$2.05M	11	5.43%	Increased
1102	Asset Advisors Investment Management Augusta, Georgia	$63.8M	+$919K	3	9.28%	Increased
1103	Dock Street Asset Management Palm Beach, Florida	$63.8M	+$2.9M	3	18.42%	Increased
1104	GCM Glynn Capital Management Menlo Park, California	$63.8M	+$5.79M	5	11.14%	Increased
1105	SFG Sather Financial Group Victoria, Texas	$63.7M	+$2.26M	5	9.98%	Increased
1106	Jefferies Group New York	$63.7M	+$19.8M	16	0.49%	Increased
1107	ALAM Asahi Life Asset Management Tokyo, Japan	$63.6M	+$1.92M	8	9.37%	Increased
1108	PAM Private Asset Management San Diego, California	$63.6M	-$1.12M	7	10.36%	Reduced
1109	Capital Wealth Planning Naples, Florida	$63.5M	-$35.5M	7	3.75%	Reduced
1110	Thompson Siegel & Walmsley Richmond, Virginia	$63M	-$2.97M	13	0.96%	Reduced
1111	Kanawha Capital Management Richmond, Virginia	$63M	+$1.9M	7	7.35%	Increased
1112	KG Funds Management New York	$62.8M	$0	1	8.9%	Maintained
1113	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$62.8M	-$212K	12	2.03%	Reduced
1114	Ashmore Group London, United Kingdom	$62.7M	+$14.2M	1	19.27%	Increased
1115	FTCM Fir Tree Capital Management New York	$62.7M	-$2.3M	1	6.18%	Reduced
1116	Meiji Yasuda Life Insurance Tokyo, Japan	$62.6M	-$3.23M	8	8.55%	Reduced
1117	NWAM LLC Mercer Island, Washington	$62.2M	-$2.04M	9	10.76%	Reduced
1118	HCM Harvey Capital Management Palm Beach, Florida	$62.1M	+$3.63M	7	27.55%	Increased
1119	Kora Management Brooklyn, New York	$62M	$0	1	13.25%	Maintained
1120	CC Cornerstone Capital Palo Alto, California	$62M	+$887K	3	8.75%	Increased
1121	Beacon Investment Advisory Services Morristown, New Jersey	$61.9M	+$2.46M	8	3.3%	Increased
1122	MTC McDaniel Terry & Co Austin, Texas	$61.9M	-$1.13M	4	9.25%	Reduced
1123	DP DSAM Partners London, United Kingdom	$61.8M	+$6.31M	4	14.19%	Increased
1124	Albion Financial Group Salt Lake City, Utah	$61.7M	-$5.82M	7	7.32%	Reduced
1125	JC JBF Capital Aspen, Colorado	$61.6M	-$293K	4	9.53%	Reduced