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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	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$52.4M	-$4.12M	3	5.68%	Reduced
1152	CPH C Partners Holding Zurich, Switzerland	$52.4M	-$6.84M	2	18.31%	Reduced
1153	ARS Investment Partners New York	$52.3M	+$476K	5	9.47%	Increased
1154	CapWealth Advisors Franklin, Tennessee	$52.3M	+$141K	5	8.01%	Increased
1155	USCA RIA Houston, Texas	$52.1M	+$5.72M	9	5.67%	Increased
1156	PC PM Capital Sydney, Australia	$52M	+$6.57M	2	9.27%	Increased
1157	Kings Point Capital Management Great Neck, New York	$51.9M	-$276K	8	10.32%	Reduced
1158	NorthCoast Asset Management Greenwich, Connecticut	$51.9M	+$1.83M	9	3.4%	Increased
1159	PCP Polunin Capital Partners London, United Kingdom	$51.8M	+$969K	1	19.44%	Increased
1160	Alerus Financial Grand Forks, North Dakota	$51.6M	+$777K	4	7.19%	Increased
1161	CA Claar Advisors New York	$51.6M	+$11.3M	4	24.8%	Increased
1162	Grandfield & Dodd New York	$51.6M	-$35.8K	6	5.37%	Reduced
1163	PCM Puissance Capital Management New York	$51.5M	$0	1	41.92%	Maintained
1164	GW Henssler & Associates Kennesaw, Georgia	$51.5M	+$378K	7	4.72%	Increased
1165	Rock Creek Group Washington, District of Columbia	$51.5M	-$7.55M	5	22.93%	Reduced
1166	KCM Kingstown Capital Management New York	$51.4M	+$6.39M	1	10.56%	Increased
1167	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$51.4M	$0	9	9.35%	Maintained
1168	Penn Davis McFarland Dallas, Texas	$51.3M	-$1.67M	4	17.76%	Reduced
1169	Bank of Hawaii Honolulu, Hawaii	$51M	+$928K	7	3.89%	Increased
1170	Tokio Marine Asset Management Tokyo, Japan	$51M	+$2.97M	6	9.46%	Increased
1171	Reilly Financial Advisors La Mesa, California	$50.6M	+$228K	13	6.57%	Increased
1172	Bristlecone Advisors Bellevue, Washington	$50.6M	-$305K	3	14.17%	Reduced
1173	Kanawha Capital Management Richmond, Virginia	$50.4M	-$161K	6	7.07%	Reduced
1174	Bragg Financial Advisors Charlotte, North Carolina	$50.2M	+$392K	8	6.53%	Increased
1175	Bronte Capital Management Bondi Junction, Australia	$50.2M	+$180K	2	18.84%	Increased