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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	Concurrent Investment Advisors Tampa, Florida	$115M	+$109M	11	5.43%	New
1152	Beese Fulmer Investment Management Canton, Ohio	$115M	-$263K	6	11.89%	Reduced
1153	Pittenger & Anderson Inc Lincoin, Nebraska	$114M	-$1.6M	10	5.11%	Reduced
1154	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$114M	+$3.27M	8	6.82%	Increased
1155	Washington Trust Advisors Wellesley, Massachusetts	$114M	-$1.38M	12	10.91%	Reduced
1156	Fukoku Mutual Life Insurance Tokyo, Japan	$114M	+$449K	9	9.46%	Increased
1157	SC Shellback Capital Boston, Massachusetts	$113M	+$31.6M	4	9.94%	Increased
1158	Parsifal Capital Management Greenwich, Connecticut	$113M	-$62.8M	2	7.78%	Reduced
1159	Cortland Associates St Louis, Missouri	$113M	-$636K	4	16.55%	Reduced
1160	National Philanthropic Trust Jenkintown, Pennsylvania	$113M	+$108M	7	3%	New
1161	Parker Investment Management Menlo Park, California	$113M	+$4.19M	4	21.19%	Increased
1162	Quest Investment Management Lake Oswego, Oregon	$113M	+$9.03M	4	14.19%	Increased
1163	Carret Asset Management New York	$113M	+$171K	9	14.39%	Increased
1164	Zweig-DiMenna Associates New York	$113M	-$4.2M	7	12.73%	Reduced
1165	Appleton Partners Boston, Massachusetts	$113M	-$5.42M	8	9.09%	Reduced
1166	Colonial Trust Advisors Spartanburg, South Carolina	$113M	-$1.77M	17	11.96%	Reduced
1167	BFS Bard Financial Services Branford, Connecticut	$113M	+$544K	7	12.63%	Increased
1168	Callahan Advisors Houston, Texas	$112M	+$331K	5	13.04%	Increased
1169	AAM Ardevora Asset Management London, United Kingdom	$112M	-$109M	4	10%	Reduced
1170	Bain Capital Public Equity Management II Boston, Massachusetts	$112M	-$132M	1	4.73%	Reduced
1171	Trexquant Investment Stamford, Connecticut	$112M	-$13.6M	13	2.52%	Reduced
1172	GA GFS Advisors Houston, Texas	$112M	-$4.78M	5	16.35%	Reduced
1173	Harbor Investment Advisory Lutherville, Maryland	$111M	+$544K	16	12.86%	Increased
1174	Coerente Capital Management Toronto, Ontario, Canada	$111M	-$70.6K	5	22.72%	Reduced
1175	Grassi Investment Management Santa Clara, California	$110M	+$8.61M	8	11.58%	Increased