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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
1126	AG Artal Group Luxembourg	$31.7M	-$9.27M	1	0.63%	Reduced
1127	1ST Source Bank South Bend, Indiana	$31.7M	-$147K	6	3.35%	Reduced
1128	SouthState Corp Winter Haven, Florida	$31.7M	+$216K	6	4.84%	Increased
1129	Jacobs & Co San Francisco, California	$31.7M	+$5.8K	6	7.06%	Increased
1130	RSS Rosenblum Silverman Sutton San Francisco, California	$31.6M	+$1.31M	5	14.46%	Increased
1131	CWM Concert Wealth Management San Jose, California	$31.4M	-$365K	9	3.82%	Reduced
1132	HighTower Trust Houston, Texas	$31.4M	+$232K	4	3.52%	Increased
1133	Laird Norton Wetherby Wealth Management San Francisco, California	$31.3M	+$1.87M	8	6.33%	Increased
1134	Baker Avenue Asset Management San Francisco, California	$31.3M	+$3.89M	7	4.48%	Increased
1135	Jay A. Fishman Ltd Troy, Michigan	$31.1M	-$1.38M	3	7.67%	Reduced
1136	AJ Ashburton (Jersey) St Helier, Jersey	$31.1M	-$6.66M	4	14.17%	Reduced
1137	Westchester Capital Management (New York) Valhalla, New York	$31M	+$7.23M	1	0.89%	Increased
1138	Bragg Financial Advisors Charlotte, North Carolina	$31M	+$886K	7	5.53%	Increased
1139	Thompson Investment Management Madison, Wisconsin	$30.9M	-$187K	6	5.95%	Reduced
1140	Voloridge Investment Management Jupiter, Florida	$30.9M	-$64.1M	4	0.67%	Reduced
1141	Zuckerman Investment Group Chicago, Illinois	$30.9M	-$96K	2	8.18%	Reduced
1142	CL Croft-Leominster Baltimore, Maryland	$30.8M	-$1.44M	4	7.64%	Reduced
1143	HCM Harvey Capital Management Palm Beach, Florida	$30.7M	-$42.4K	6	9.49%	Reduced
1144	CPWM LLC Seattle, Washington	$30.7M	+$163K	6	6.75%	Increased
1145	Pittenger & Anderson Inc Lincoin, Nebraska	$30.7M	+$624K	8	3.4%	Increased
1146	LIM Lagoda Investment Management New York	$30.6M	+$291K	2	9.21%	Increased
1147	Ionic Capital Management New York	$30.6M	-$4.23M	7	1.35%	Reduced
1148	ASA Armstrong Shaw Associates New Canaan, Connecticut	$30.5M	-$2.67M	3	7.59%	Reduced
1149	Majedie Asset Management London, United Kingdom	$30.4M	-$763K	3	4.88%	Reduced
1150	MUFG Securities EMEA London, United Kingdom	$30.2M	+$28.9M	2	26.97%	Increased