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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
1226	Thompson Investment Management Madison, Wisconsin	$32.7M	-$1.55M	6	6.14%	Reduced
1227	Tiedemann Advisors New York	$32.7M	+$1.84M	9	2.37%	Increased
1228	TimesSquare Capital Management New York	$32.6M	-$1.32M	3	0.21%	Reduced
1229	LIM Lagoda Investment Management New York	$32.6M	+$798K	3	12.43%	Increased
1230	Alerus Financial Grand Forks, North Dakota	$32.5M	+$383K	4	4.82%	Increased
1231	General Pension Society PZU Joint Stock Warsaw, Poland	$32.4M	+$108K	4	16.16%	Increased
1232	Capstone Investment Advisors New York	$32.3M	+$3.3M	6	0.88%	Increased
1233	Colonial Trust Advisors Spartanburg, South Carolina	$32.2M	+$8.28M	6	7.32%	Increased
1234	RBF Capital San Francisco, California	$32.1M	+$6.39M	5	4.21%	Increased
1235	Magnetar Financial Evanston, Illinois	$32.1M	+$21.3M	8	0.49%	Increased
1236	Zevin Asset Management Boston, Massachusetts	$32M	-$1.14M	6	8.09%	Reduced
1237	Murphy Capital Management Bedminster, New Jersey	$32M	-$197K	6	4.72%	Reduced
1238	Grimes & Company Westborough, Massachusetts	$31.9M	-$1.94M	5	3.56%	Reduced
1239	DBG De Burlo Group Boston, Massachusetts	$31.6M	-$8.06M	3	7.06%	Reduced
1240	AW ACG Wealth Atlanta, Georgia	$31.6M	+$1.5M	7	5.2%	Increased
1241	CCT Chemung Canal Trust Elmira, New York	$31.6M	-$1.22M	5	7.35%	Reduced
1242	HBK Investments Dallas, Texas	$31.6M	+$14.4M	8	0.2%	Increased
1243	Brinker Capital Berwyn, Pennsylvania	$31.5M	-$11.9M	5	1.46%	Reduced
1244	Cadinha & Co Honolulu, Hawaii	$31.5M	+$839K	5	5.49%	Increased
1245	Greenwich Wealth Management Greenwich, Connecticut	$31.5M	+$366K	9	5.27%	Increased
1246	FCM Firsthand Capital Management San Jose, California	$31.4M	+$3.49M	6	31.71%	Increased
1247	Cetera Advisors Denver, Colorado	$31.3M	+$3.47M	9	1.96%	Increased
1248	Dragoneer Investment Group San Francisco, California	$31.3M	-$3.1M	1	5.38%	Reduced
1249	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$31.2M	+$2.91M	3	17.05%	Increased
1250	GIM Greystone Investment Management Cincinnati, Ohio	$31.2M	-$298K	4	15.15%	Reduced