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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	Moors & Cabot Boston, Massachusetts	$49M	+$3.41M	11	6.21%	Increased
1202	AJ Ashburton (Jersey) St Helier, Jersey	$49M	+$237K	8	23.29%	Increased
1203	NewEdge Advisors New Orleans, Louisiana	$49M	-$142K	10	3%	Reduced
1204	CPH C Partners Holding Zurich, Switzerland	$48.9M	-$4.95M	2	16.02%	Reduced
1205	Twin Tree Management Dallas, Texas	$48.9M	+$30.9M	10	0.24%	Increased
1206	DAM Davis Asset Management Sausalito, California	$48.8M	+$4.31M	2	3.87%	Increased
1207	Arrow Financial Glens Falls, New York	$48.7M	-$372K	6	10.47%	Reduced
1208	Corvex Management New York	$48.7M	-$50.9M	1	1.84%	Reduced
1209	Essex Investment Management Boston, Massachusetts	$48.7M	+$3.94M	8	6.68%	Increased
1210	Main Street Research Lakeville, Connecticut	$48.7M	+$22.1M	6	10.95%	Increased
1211	KIP Kayak Investment Partners San Francisco, California	$48.6M	+$12.2M	3	34.22%	Increased
1212	Patten & Patten Chattanooga, Tennessee	$48.4M	-$188K	7	5.23%	Reduced
1213	Reilly Financial Advisors La Mesa, California	$48.3M	-$303K	13	6.05%	Reduced
1214	TEC Tiger Eye Capital Nashville, Tennessee	$48.3M	+$11.3M	4	10.06%	Increased
1215	KCM Kingstown Capital Management New York	$48.3M	+$4.34M	1	8.79%	Increased
1216	YCG LLC Austin, Texas	$48.2M	+$1.43M	2	7.59%	Increased
1217	PHAM Portland Hill Asset Management London, United Kingdom	$48.2M	+$1.28M	4	35.24%	Increased
1218	Sepio Capital Salt Lake City, Utah	$48.1M	-$922K	6	6.5%	Reduced
1219	Highstreet Asset Management London, Ontario, Canada	$47.8M	-$21.8M	8	2.31%	Reduced
1220	Osborne Partners Capital Management San Francisco, California	$47.8M	-$1.15M	7	9.15%	Reduced
1221	Cadinha & Co Honolulu, Hawaii	$47.5M	+$5M	4	8.59%	Increased
1222	TCM Tradewinds Capital Management Bellingham, Washington	$47.4M	-$294K	13	19.35%	Reduced
1223	WI Wintrust Investments Chicago, Illinois	$47.4M	+$5.16M	7	7.18%	Increased
1224	FRG Family Wealth Advisors Bellevue, Washington	$47.3M	+$420K	6	12.47%	Increased
1225	Payden & Rygel Los Angeles, California	$47.3M	-$863K	5	3.24%	Reduced