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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	CCM Coerente Capital Management Toronto, Ontario, Canada	$97.4M	-$1.81M	4	21.73%	Reduced
1177	Think Investments San Francisco, California	$97.2M	-$13.6M	3	21.94%	Reduced
1178	Harbor Investment Advisory Lutherville, Maryland	$97.1M	-$1.14M	17	12.71%	Reduced
1179	Schnieders Capital Management Pasadena, California	$97.1M	+$549K	6	21.74%	Increased
1180	BFS Bard Financial Services Branford, Connecticut	$97M	+$367K	7	11.99%	Increased
1181	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$97M	+$4.32M	8	6.6%	Increased
1182	CCPM Cooper Creek Partners Management New York	$96.9M	+$13M	5	5.52%	Increased
1183	Stack Financial Management Whitefish, Montana	$96.8M	+$667K	1	11.27%	Increased
1184	Lee, Danner & Bass Nashville, Tennessee	$96.8M	+$4.9M	8	8.76%	Increased
1185	SAM SP Asset Management Cupertino, California	$96.7M	-$1.81M	7	10.86%	Reduced
1186	Fukoku Mutual Life Insurance Tokyo, Japan	$96.5M	+$7.05M	9	8.82%	Increased
1187	MVG Madrona Venture Group Seattle, Washington	$96.5M	$0	1	33.06%	Maintained
1188	Twin Capital Management Mcmurray, Pennsylvania	$96.4M	-$7.29M	10	13.85%	Reduced
1189	Segantii Capital Management Hong Kong	$96.1M	-$76.2M	2	3.38%	Reduced
1190	Ballentine Partners Waltham, Massachusetts	$96M	+$4.81M	11	2.26%	Increased
1191	CCM Candlestick Capital Management Greenwich, Connecticut	$96M	-$57.2M	1	2.67%	Reduced
1192	GW Henssler & Associates Kennesaw, Georgia	$96M	-$1.3M	6	6.55%	Reduced
1193	TFS Thoroughbred Financial Services Brentwood, Tennessee	$95.9M	+$24.8M	8	9.41%	Increased
1194	SPX Gestao de Recursos Rio De Janeiro, Brazil	$95.2M	+$44.7M	3	5.01%	Increased
1195	Southeast Asset Advisors Thomasville, Georgia	$95.1M	+$3.23M	6	13.36%	Increased
1196	KMG Fiduciary Partners Toledo, Ohio	$95M	+$2.34M	7	12.55%	Increased
1197	Overbrook Management Corp New York	$95M	-$1.9M	4	22.11%	Reduced
1198	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$94.8M	+$11M	6	6.98%	Increased
1199	Wealthspire Advisors (New York) New York	$94.4M	+$6.12M	8	1.56%	Increased
1200	BLB&B Advisors Montgomeryville, Pennsylvania	$94.2M	+$1.51M	6	6.72%	Increased