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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
1176	Sonora Investment Management Group Tucson, Arizona	$102M	+$3.53M	6	11.49%	Increased
1177	GCM Glynn Capital Management Menlo Park, California	$101M	+$31.6M	7	13.65%	Increased
1178	WP Wedgewood Partners St Louis, Missouri	$101M	-$3.94M	3	14.27%	Reduced
1179	GFA Gifford Fong Associates Lafayette, California	$101M	$0	8	18.38%	Maintained
1180	Jacobs & Co San Francisco, California	$101M	+$770K	7	11.13%	Increased
1181	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$100M	-$26.3M	3	23.57%	Reduced
1182	Campbell Newman Asset Management Milwaukee, Wisconsin	$100M	-$517K	5	9.66%	Reduced
1183	Whitney & Co Rochester, New York	$100M	+$4.82M	8	15.4%	Increased
1184	Weatherly Asset Management Del Mar, California	$100M	-$225K	7	11.7%	Reduced
1185	BC Burleson & Co Petaluma, California	$100M	-$5.14M	13	16.03%	Reduced
1186	ARGA Investment Management Stamford, Connecticut	$100M	+$68M	1	5.46%	Increased
1187	Te Ahumairangi Investment Management Wellington, New Zealand	$100M	+$5.07M	8	13.52%	Increased
1188	Castle Hook Partners New York	$100M	+$36.9M	3	4.34%	Increased
1189	Roundview Capital Princeton, New Jersey	$99.5M	+$112K	7	10.22%	Increased
1190	BCH Berkshire Capital Holdings San Jose, California	$99.5M	+$40.6M	9	20.31%	Increased
1191	Baltimore-Washington Financial Advisors Columbia, Maryland	$99.4M	-$2.43M	5	9.69%	Reduced
1192	BBI Baxter Bros Inc Riverside, Connecticut	$99.3M	+$1.16M	5	14.91%	Increased
1193	Overbrook Management Corp New York	$99.1M	-$1.22M	6	21.96%	Reduced
1194	Grandfield & Dodd New York	$99M	-$1.76M	6	6.72%	Reduced
1195	Sumitomo Life Insurance Tokyo, Japan	$98.8M	-$2.74M	6	2.45%	Reduced
1196	Sepio Capital Salt Lake City, Utah	$98.8M	-$6.01M	11	8.67%	Reduced
1197	BTP Bloom Tree Partners New York	$98.7M	+$9.24M	3	15.6%	Increased
1198	Old Mission Capital Chicago, Illinois	$98.7M	+$103M	5	2.77%	Increased
1199	CA Claar Advisors New York	$98.6M	+$8.48M	4	28.89%	Increased
1200	Moody National Bank Trust Division Galveston, Texas	$98.6M	-$10.9M	8	3.06%	Reduced