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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
1201	Laird Norton Wetherby Wealth Management San Francisco, California	$17.9M	-$597K	5	5.06%	Reduced
1202	Oaktree Capital Management Los Angeles, California	$17.9M	$0	1	0.31%	Maintained
1203	NWAM LLC Mercer Island, Washington	$17.9M	+$501K	5	5.57%	Increased
1204	Vestor Capital Chicago, Illinois	$17.8M	+$3.76M	4	6.02%	Increased
1205	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$17.7M	+$12.1M	2	8.98%	Increased
1206	Ensemble Capital Management San Francisco, California	$17.7M	+$1.17M	2	6.3%	Increased
1207	Donaldson Capital Management Evansville, Indiana	$17.7M	+$11.7M	2	2.84%	Increased
1208	WCP Welch Capital Partners Harrison, New York	$17.6M	-$825K	2	6.22%	Reduced
1209	SKP Sanborn Kilcollin Partners Chicago, Illinois	$17.6M	+$138K	1	8.13%	Increased
1210	CL CIM LLC Albany, New York	$17.6M	+$274K	3	8.87%	Increased
1211	IIM Ipswich Investment Management Beverly, Massachusetts	$17.6M	+$3.12M	6	6.82%	Increased
1212	Formuepleje A/S Aarhus C, Denmark	$17.5M	-$536K	1	1.76%	Reduced
1213	General Pension Society PZU Joint Stock Warsaw, Poland	$17.5M	-$16.4K	1	7.43%	Reduced
1214	SIM Spark Investment Management New York	$17.4M	+$6.57M	6	2.58%	Increased
1215	Diversified Trust Memphis, Tennessee	$17.4M	+$16.9M	5	1.45%	New
1216	ACP Arrowgrass Capital Partners London, United Kingdom	$17.4M	-$385K	1	3.72%	Reduced
1217	CCM Catawba Capital Management Roanoke, Virginia	$17.3M	-$353K	3	3.9%	Reduced
1218	Hollencrest Capital Management Newport Beach, California	$17.3M	+$502K	6	2.32%	Increased
1219	Clarkston Capital Partners Rochester, Michigan	$17.2M	+$1.14M	3	3.17%	Increased
1220	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$17.2M	-$66.5K	4	9.77%	Reduced
1221	BCM Beddow Capital Management Jackson, Wyoming	$17.2M	+$672K	1	4.67%	Increased
1222	Osborn Williams & Donohoe Cincinnati, Ohio	$17.1M	-$302K	3	3.55%	Reduced
1223	ICRM Insight Capital Research & Management Walnut Creek, California	$17.1M	+$137K	4	3.91%	Increased
1224	Leuthold Group Minneapolis, Minnesota	$17.1M	-$9.47M	2	1.45%	Reduced
1225	AAC Asset Advisors Corp Augusta, Georgia	$17M	-$197K	3	3.85%	Reduced