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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	Roundview Capital Princeton, New Jersey	$191M	+$1.92M	7	12.09%	Increased
1127	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$191M	-$130M	1	22.42%	Reduced
1128	Hollencrest Capital Management Newport Beach, California	$190M	+$1.29M	20	6.84%	Increased
1129	Martingale Asset Management Boston, Massachusetts	$190M	-$46.2M	8	4.78%	Reduced
1130	Provident Investment Management Novi, Michigan	$190M	-$9.12M	5	16.77%	Reduced
1131	Spyglass Capital Management San Francisco, California	$190M	-$28.4M	2	10.13%	Reduced
1132	Callahan Advisors Houston, Texas	$190M	-$263K	6	16.12%	Reduced
1133	Woodstock Corp Boston, Massachusetts	$190M	-$2.87M	8	16.43%	Reduced
1134	Baltimore-Washington Financial Advisors Columbia, Maryland	$189M	+$2.33M	6	8.12%	Increased
1135	ACM Alua Capital Management New York	$189M	+$189M	3	13.06%	New
1136	Delta Global Management New York	$189M	-$21.1M	6	13.84%	Reduced
1137	Ascent Group Virginia Beach, Virginia	$188M	+$32.8M	13	6.67%	Increased
1138	SCM Suvretta Capital Management New York	$188M	+$14.6M	4	4.82%	Increased
1139	Dynamic Advisor Solutions Phoenix, Arizona	$188M	+$2M	12	5.47%	Increased
1140	Osborne Partners Capital Management San Francisco, California	$188M	+$9.9M	7	9.55%	Increased
1141	ATI Act Two Investors Santa Cruz, California	$188M	-$1.88M	5	33.27%	Reduced
1142	Bronte Capital Management Bondi Junction, Australia	$188M	-$40.6M	2	16.79%	Reduced
1143	CloudAlpha Capital Management Hong Kong	$187M	-$71.8M	5	6.72%	Reduced
1144	Soltis Investment Advisors St. George, Utah	$187M	-$12.8M	11	12.91%	Reduced
1145	Everence Capital Management Goshen, Indiana	$187M	-$2.87M	15	11.18%	Reduced
1146	Beese Fulmer Investment Management Canton, Ohio	$187M	+$140K	6	12.89%	Increased
1147	Silicon Valley Capital Partners San Jose, California	$186M	+$8.34M	9	17.55%	Increased
1148	Nixon Peabody Trust Boston, Massachusetts	$186M	-$174K	7	13.62%	Reduced
1149	PAWA Palo Alto Wealth Advisors Palo Alto, California	$185M	-$6.86M	6	54.03%	Reduced
1150	Vancity Investment Management Vancouver, British Columbia, Canada	$185M	-$8.96M	4	24.64%	Reduced