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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	Check Capital Management Costa Mesa, California	$104M	-$649K	3	4.01%	Reduced
1127	Hoey Investments Coatesville, Pennsylvania	$104M	+$1.91M	11	34.46%	Increased
1128	DRW Securities Chicago, Illinois	$104M	+$11M	7	2.11%	Increased
1129	GA GFS Advisors Houston, Texas	$104M	+$43.8M	5	16.11%	Increased
1130	Amazon.com Inc Seattle, Washington	$104M	$0	1	2.42%	Maintained
1131	Merit Financial Group Alpharetta, Georgia	$103M	+$2.67M	9	3.38%	Increased
1132	UM Ulysses Management New York	$103M	+$1.74M	3	9.53%	Increased
1133	General Pension Society PZU Joint Stock Warsaw, Poland	$103M	+$10.6M	5	36.84%	Increased
1134	Washington Trust Advisors Wellesley, Massachusetts	$103M	-$1.75M	11	10.59%	Reduced
1135	Petrus Trust Company Dallas, Texas	$103M	+$2.67M	9	11.02%	Increased
1136	Cullen Capital Management New York	$103M	-$5.61M	4	1.2%	Reduced
1137	Appleton Partners Boston, Massachusetts	$103M	-$729K	8	9.13%	Reduced
1138	GYL Financial Synergies West Hartford, Connecticut	$103M	-$522K	7	9.98%	Reduced
1139	Barton Investment Management West Conshohocken, Pennsylvania	$103M	+$450K	5	16.59%	Increased
1140	Zweig-DiMenna Associates New York	$103M	+$15.3M	8	12.17%	Increased
1141	Dearborn Partners Chicago, Illinois	$103M	+$776K	7	4.03%	Increased
1142	Cortland Associates St Louis, Missouri	$103M	-$5.43M	4	16.09%	Reduced
1143	Amica Mutual Insurance Providence, Rhode Island	$103M	+$878K	4	12.06%	Increased
1144	First Trust Direct Indexing Boston, Massachusetts	$102M	+$2.15M	14	11.72%	Increased
1145	Summit Trail Advisors New York	$102M	-$1.99M	12	3.77%	Reduced
1146	Beaumont Financial Advisors Needham, Massachusetts	$102M	-$882K	7	10.2%	Reduced
1147	Parker Investment Management Menlo Park, California	$102M	+$9.7M	4	22.01%	Increased
1148	ACM Alua Capital Management New York	$102M	+$38.8M	1	6.02%	Increased
1149	Cambiar Investors Denver, Colorado	$102M	-$2.68M	2	4.32%	Reduced
1150	Valiant Capital Management San Francisco, California	$101M	-$24.4M	2	9.77%	Reduced