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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	Weatherly Asset Management Del Mar, California	$96.7M	-$367K	7	12.19%	Reduced
1202	Claar Advisors New York	$96.6M	-$2.53M	4	28.81%	Reduced
1203	Clare Market Investments Dallas, Texas	$96.6M	-$555K	8	31.02%	Reduced
1204	Mark Asset Management New York	$96.3M	-$8.39M	4	11.86%	Reduced
1205	BPIH Broad Peak Investment Holdings Singapore	$96M	-$86M	1	7.68%	Reduced
1206	East Coast Asset Management Essex, Massachusetts	$95.9M	+$632K	6	22.32%	Increased
1207	Tikehau Investment Management Paris, France	$95.6M	+$6.99M	2	19%	Increased
1208	Schwartz Investment Counsel Plymouth, Michigan	$95.5M	+$496K	1	3.85%	Increased
1209	CPH C Partners Holding Zurich, Switzerland	$95.4M	$0	2	20.05%	Maintained
1210	Beacon Investment Advisory Services Morristown, New Jersey	$95M	-$676K	10	3.85%	Reduced
1211	Hoey Investments Coatesville, Pennsylvania	$94.9M	-$19.1M	10	28.18%	Reduced
1212	Wesleyan Assurance Society Birmingham, United Kingdom	$94.8M	-$274K	3	11.87%	Reduced
1213	SCS Capital Management Boston, Massachusetts	$94.7M	$0	3	1.79%	Maintained
1214	Vident Investment Advisory Alpharetta, Georgia	$94.7M	+$4.32M	24	2.88%	Increased
1215	Jacobs & Co San Francisco, California	$94.1M	-$2.69M	6	10.87%	Reduced
1216	Knights of Columbus Asset Advisors New Haven, Connecticut	$93.9M	+$4.91M	5	8.66%	Increased
1217	Valeo Financial Advisors Carmel, Indiana	$93.9M	-$224M	10	5.7%	Reduced
1218	Gifford Fong Associates Lafayette, California	$93.8M	$0	6	18.23%	Maintained
1219	Renaissance Capital Stamford, Connecticut	$93.6M	+$50.3M	3	14.8%	Increased
1220	Fulton Bank Lancaster, Pennsylvania	$93.3M	-$18.3K	10	4.35%	Reduced
1221	Wintrust Investments Chicago, Illinois	$93.3M	+$6.5M	7	9.57%	Increased
1222	Islet Management New York	$93.2M	+$47.4M	2	2.57%	Increased
1223	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$93.2M	-$795K	6	8.4%	Reduced
1224	Grandfield & Dodd New York	$93.1M	-$704K	6	6.44%	Reduced
1225	MainStreet Investment Advisors Chicago, Illinois	$93M	-$4.45M	6	7.92%	Reduced