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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	Virtu Financial New York	$110M	+$80.6M	18	8.41%	Increased
1102	Bryn Mawr Capital Management Philadelphia, Pennsylvania	$110M	-$2.99M	8	10.3%	Reduced
1103	Vigilant Capital Management Portland, Maine	$109M	+$67K	11	8.18%	Increased
1104	Dorsey & Whitney Trust Sioux Falls, South Dakota	$109M	+$6.1M	9	9.02%	Increased
1105	Beacon Investment Advisory Services Morristown, New Jersey	$109M	+$4.33M	7	5.03%	Increased
1106	GCM Glynn Capital Management Menlo Park, California	$109M	+$4.59M	7	24.16%	Increased
1107	Suncoast Equity Management Tampa, Florida	$109M	-$12M	4	16.29%	Reduced
1108	SCI S&CO Inc Boston, Massachusetts	$109M	+$110K	7	8.75%	Increased
1109	ATI Act Two Investors Santa Cruz, California	$108M	+$12.8M	4	30.34%	Increased
1110	TCIM TOMS Capital Investment Management New York	$108M	+$95M	1	4.53%	New
1111	MADR Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$108M	-$20.9M	3	77.01%	Reduced
1112	Think Investments San Francisco, California	$108M	+$7.23M	3	23.61%	Increased
1113	Dearborn Partners Chicago, Illinois	$108M	-$417K	7	4.12%	Reduced
1114	UM Ulysses Management New York	$108M	+$6.81M	4	9.86%	Increased
1115	Level Four Advisory Services Dallas, Texas	$107M	-$727K	9	6.44%	Reduced
1116	Hoey Investments Coatesville, Pennsylvania	$107M	+$5.75M	11	34.83%	Increased
1117	Allworth Financial Folsom, California	$107M	+$7.85M	29	0.91%	Increased
1118	Burney Company Reston, Virginia	$106M	+$17M	10	4.86%	Increased
1119	Greenwoods Asset Management (HK) Hong Kong	$106M	-$86.4M	1	5.12%	Reduced
1120	Dundas Partners Edinburgh, United Kingdom	$106M	$0	3	9.97%	Maintained
1121	Twin Capital Management Mcmurray, Pennsylvania	$106M	-$2.47M	9	13.76%	Reduced
1122	Cumberland Partners Toronto, Ontario, Canada	$106M	+$4.57M	5	9.68%	Increased
1123	AP Archon Partners Princeton Junction, New Jersey	$105M	$0	3	15.73%	Maintained
1124	Appleton Partners Boston, Massachusetts	$105M	+$2.62M	8	8.86%	Increased
1125	Hikari Tsushin Inc Tokyo, Japan	$105M	$0	3	10.08%	Maintained