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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
1151	Sumitomo Mitsui Financial Group Tokyo, Japan	$196M	+$1.01M	9	3.71%	Increased
1152	Lowe Brockenbrough & Co Richmond, Virginia	$196M	-$695K	7	8.71%	Reduced
1153	Capital Investment Services of America Milwaukee, Wisconsin	$195M	-$3.08M	6	19.15%	Reduced
1154	MayTech Global Investments New York	$195M	-$11.5M	3	21.62%	Reduced
1155	F/M Investments Washington, District of Columbia	$194M	+$6.53M	9	9.87%	Increased
1156	Sowell Financial Services North Little Rock, Arkansas	$194M	+$2.49M	13	6.34%	Increased
1157	J.M. Forbes & Co Boston, Massachusetts	$194M	-$9.7M	6	15.23%	Reduced
1158	First Horizon Corporation Memphis, Tennessee	$194M	-$8.57M	19	7.45%	Reduced
1159	J. Stern & Co London, United Kingdom	$194M	-$3.01M	4	18.27%	Reduced
1160	TLA Tree Line Advisors Central, Hong Kong	$193M	-$73.3M	1	55.05%	Reduced
1161	Kepler Cheuvreux Nyon,	$193M	+$31.1M	7	11.06%	Increased
1162	Ironvine Capital Partners Omaha, Nebraska	$193M	-$22.4M	4	17.99%	Reduced
1163	MCI McDonald Capital Investors Orinda, California	$193M	-$16.3M	3	14.08%	Reduced
1164	Whitney & Co Rochester, New York	$193M	+$5.84M	6	14.08%	Increased
1165	Hikari Tsushin Inc Tokyo, Japan	$193M	-$9.12M	2	12.79%	Reduced
1166	General American Investors New York	$193M	+$3.28M	3	11.39%	Increased
1167	Philadelphia Trust Company Philadelphia, Pennsylvania	$192M	-$3.52M	6	12.35%	Reduced
1168	BFO Boston Family Office Boston, Massachusetts	$192M	-$6.59M	6	11.67%	Reduced
1169	Granite Investment Partners El Segundo, California	$192M	-$3.85M	8	9.84%	Reduced
1170	Capital Impact Advisors Boston, Massachusetts	$191M	+$161M	2	10.74%	Increased
1171	CA Cullinan Associates Louisville, Kentucky	$191M	-$6.37M	6	14.45%	Reduced
1172	GAMCO Investors Greenwich, Connecticut	$191M	-$22.8M	11	1.71%	Reduced
1173	TWC The Woodbridge Company Toronto, Ontario, Canada	$190M	$0	3	0.75%	Maintained
1174	JC Joho Capital New York	$190M	+$11.4M	2	41.19%	Increased
1175	Insight Holdings Group New York	$190M	-$38M	2	14.41%	Reduced