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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	Kryger Capital London, United Kingdom	$129M	+$119M	1	14.81%	New
1202	WestEnd Advisors Charlotte, North Carolina	$129M	-$22.5M	9	3.33%	Reduced
1203	Petredis Investment Advisors Warrendale, Pennsylvania	$129M	+$445K	6	14.39%	Increased
1204	Grandfield & Dodd New York	$129M	+$5.41M	6	8.14%	Increased
1205	Rollins Financial Advisors New York City, New York	$129M	-$619K	4	22.07%	Reduced
1206	Clare Market Investments Dallas, Texas	$128M	+$4.74M	8	35.71%	Increased
1207	Integrated Advisors Network Dallas, Texas	$127M	+$7.18M	10	6.53%	Increased
1208	LCM Lionstone Capital Management New York	$127M	$0	2	32.55%	Maintained
1209	Means Investment Company Bangor, Maine	$127M	-$46.8K	9	15.21%	Reduced
1210	Private Advisory Group Redmond, Washington	$127M	-$1.01M	7	16.54%	Reduced
1211	J.W. Cole Advisors Tampa, Florida	$127M	+$5.09M	9	5.96%	Increased
1212	TwinBeech Capital Purchase, New York	$127M	+$74.6M	12	2.49%	Increased
1213	Rothschild Investment LLC Chicago, Illinois	$127M	+$3M	22	8.82%	Increased
1214	SAM Scopus Asset Management New York	$127M	-$3.67M	1	2.55%	Reduced
1215	Ulysses Management New York	$126M	-$14.6M	2	17.66%	Reduced
1216	PFG Investments Woodbury, New York	$126M	-$10.3M	12	9%	Reduced
1217	IHT Wealth Management Chicago, Illinois	$126M	+$47.5K	9	4.7%	Increased
1218	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$126M	-$2.64M	9	15.67%	Reduced
1219	First American Trust Santa Ana, California	$126M	-$4.77M	5	12.62%	Reduced
1220	Jefferies Financial Group New York	$125M	+$59M	14	1.33%	Increased
1221	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$125M	-$3.22M	6	10.84%	Reduced
1222	ClariVest Asset Management San Diego, California	$125M	-$3.17M	14	12.76%	Reduced
1223	Robertson Stephens Wealth Management San Francisco, California	$125M	+$6.51M	10	6.28%	Increased
1224	Dundas Partners Edinburgh, United Kingdom	$125M	-$5.31M	2	9.68%	Reduced
1225	Osborne Partners Capital Management San Francisco, California	$124M	+$1.62M	7	7.46%	Increased