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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	HCM Harspring Capital Management New York	$105M	-$23.8M	2	17.22%	Reduced
1202	GW Henssler & Associates Kennesaw, Georgia	$105M	+$3.13M	6	6.7%	Increased
1203	Partners Capital Investment Group Boston, Massachusetts	$105M	-$8.88M	2	4.86%	Reduced
1204	Mark Asset Management New York	$105M	+$114K	4	11.92%	Increased
1205	Glynn Capital Management Menlo Park, California	$105M	+$2.07M	6	11.17%	Increased
1206	Jacobs & Co San Francisco, California	$105M	-$337K	7	10.86%	Reduced
1207	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$105M	-$139K	8	3.65%	Reduced
1208	Roundview Capital Princeton, New Jersey	$105M	+$4.98M	7	10.43%	Increased
1209	Baxter Bros Inc Riverside, Connecticut	$105M	-$773K	5	15.15%	Reduced
1210	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$104M	+$12.7M	7	3.23%	Increased
1211	Ulysses Management New York	$104M	+$6.85M	2	11.39%	Increased
1212	Fulton Bank Lancaster, Pennsylvania	$104M	-$1.05M	12	4.56%	Reduced
1213	Sonora Investment Management Group Tucson, Arizona	$104M	+$103M	6	12.06%	New
1214	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$103M	-$1.74M	6	8.3%	Reduced
1215	Mariner Independent Advisor Network Overland Park, Kansas	$103M	+$27M	7	4.84%	Increased
1216	IBM Retirement Fund Armonk, New York	$103M	-$71.4M	14	12.81%	Reduced
1217	Estabrook Capital Management New York	$103M	+$3.45M	11	14.6%	Increased
1218	Wellington Shields Capital Management New York	$103M	+$6.88M	7	13.17%	Increased
1219	Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$103M	+$103M	6	50.35%	Increased
1220	Summit Trail Advisors New York	$102M	-$2.73M	10	6.61%	Reduced
1221	Summit Global Investments Bountiful, Utah	$102M	+$7.21M	8	6.55%	Increased
1222	Strategic Global Advisors Newport Beach, California	$102M	+$7.7M	6	13.13%	Increased
1223	Check Capital Management Costa Mesa, California	$102M	-$2.13M	3	4.26%	Reduced
1224	First Citizens Bank & Trust Raleigh, North Carolina	$101M	+$3.61M	7	3.97%	Increased
1225	Lyell Wealth Management Menlo Park, California	$101M	+$4.34M	8	11.56%	Increased