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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	SCA Sander Capital Advisors Seattle, Washington	$101M	+$15.9M	4	58.79%	Increased
1152	L1 Capital Melbourne VIC 3000, Australia	$101M	+$11.9M	1	8.61%	Increased
1153	Carret Asset Management New York	$101M	-$590K	8	14.05%	Reduced
1154	Pittenger & Anderson Inc Lincoin, Nebraska	$101M	+$2.6M	11	5.08%	Increased
1155	CSM Advisors Warrendale, Pennsylvania	$101M	-$3.15M	6	8.75%	Reduced
1156	Beese Fulmer Investment Management Canton, Ohio	$100M	+$4.42M	6	11.32%	Increased
1157	Colonial Trust Advisors Spartanburg, South Carolina	$100M	-$766K	18	11.49%	Reduced
1158	ZP Zimmer Partners New York	$100M	+$19.5M	4	2.59%	Increased
1159	NWAM LLC Mercer Island, Washington	$100M	-$19.3M	9	10.17%	Reduced
1160	Roundview Capital Princeton, New Jersey	$100M	+$978	5	10.08%	Increased
1161	CWA Asset Management Group Naples, Florida	$99.4M	+$5.54M	8	7.34%	Increased
1162	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$99.1M	+$39.1M	10	4.38%	Increased
1163	Driehaus Capital Management Chicago, Illinois	$99.1M	-$1.98M	11	1.29%	Reduced
1164	AL Arnhold LLC New York	$99M	-$2.42M	11	11.8%	Reduced
1165	Whitney & Co Rochester, New York	$98.7M	+$324K	8	14.82%	Increased
1166	Patten & Patten Chattanooga, Tennessee	$98.7M	+$15.7K	7	8.67%	Increased
1167	GCM Glynn Capital Management Menlo Park, California	$98.7M	+$1.83M	7	21.46%	Increased
1168	FM Freemont Management Vaud, Switzerland	$98.3M	-$5.38M	5	14.67%	Reduced
1169	MADR Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$98.2M	-$7.67M	3	72.24%	Reduced
1170	HAM Honeycomb Asset Management New York	$98.1M	-$46.9M	2	23.07%	Reduced
1171	Onex Canada Asset Management Toronto, Ontario, Canada	$98M	-$4.38M	5	7.51%	Reduced
1172	Callahan Advisors Houston, Texas	$97.6M	+$467K	5	12.26%	Increased
1173	Middleton & Co Boston, Massachusetts	$97.5M	+$158	6	13.48%	Increased
1174	Weiss Multi-Strategy Advisers New York	$97.5M	-$140M	5	2.31%	Reduced
1175	Quadrature Capital London, United Kingdom	$97.5M	+$50.5M	8	2%	Increased