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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	Northstar Investment Advisors Denver, Colorado	$66.4M	+$1.27M	6	14.07%	Increased
1202	Giverny Capital Montreal, Quebec, Canada	$66.4M	+$8.17M	4	6.6%	Increased
1203	DP DSAM Partners London, United Kingdom	$66.2M	-$47.5M	5	17.28%	Reduced
1204	Spyglass Capital Management San Francisco, California	$66.2M	+$23.1M	1	4.1%	Increased
1205	BloombergSen Toronto, Ontario, Canada	$66.1M	-$3.04M	1	4.58%	Reduced
1206	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$66.1M	-$4.01M	6	8.84%	Reduced
1207	Vigilant Capital Management Portland, Maine	$66M	-$1.47M	8	8.03%	Reduced
1208	JAWM J. Arnold Wealth Management Youngstown, Ohio	$66M	+$37.8M	3	55.21%	Increased
1209	WIA Wealthstreet Investment Advisors Dallas, Texas	$65.8M	+$1.78M	9	8.06%	Increased
1210	Valeo Financial Advisors Carmel, Indiana	$65.7M	+$1.84M	22	5.98%	Increased
1211	Think Investments San Francisco, California	$65.5M	$0	2	16.12%	Maintained
1212	Caprock Group Boise, Idaho	$65.3M	+$6.68M	11	9.82%	Increased
1213	TCM Tradewinds Capital Management Bellingham, Washington	$65.3M	-$792K	15	16.82%	Reduced
1214	KCM Kingdon Capital Management New York	$65.2M	-$27.4M	2	5.94%	Reduced
1215	Owl Creek Asset Management New York	$65.2M	+$7.13M	1	4.98%	Increased
1216	Cadinha & Co Honolulu, Hawaii	$65M	-$328K	4	11.05%	Reduced
1217	Dorsey Asset Management Chicago, Illinois	$65M	-$1.15M	1	10.5%	Reduced
1218	Professional Advisory Services Vero Beach, Florida	$64.8M	+$270K	6	12.47%	Increased
1219	GFA Gifford Fong Associates Lafayette, California	$64.8M	-$7.57M	6	19.63%	Reduced
1220	CapWealth Advisors Franklin, Tennessee	$64.7M	-$385K	5	9.14%	Reduced
1221	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$64.6M	-$1.3M	6	8.02%	Reduced
1222	BCM Bluefin Capital Management New York	$64.4M	+$24.1M	5	5.42%	Increased
1223	1ST Source Bank South Bend, Indiana	$64.3M	-$674K	6	5.53%	Reduced
1224	Simmons Bank Pine Bluff, Arkansas	$64.2M	-$2.97M	8	5.3%	Reduced
1225	WP Wedgewood Partners St Louis, Missouri	$64.1M	-$4.22M	3	10.86%	Reduced