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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	Penn Davis McFarland Dallas, Texas	$47.3M	-$3.83K	3	16%	Reduced
1227	TimesSquare Capital Management New York	$47.3M	-$4.2M	3	0.36%	Reduced
1228	IRF IBM Retirement Fund Armonk, New York	$47M	+$1.22M	12	8.83%	Increased
1229	Murphy Capital Management Bedminster, New Jersey	$46.9M	+$210K	6	7%	Increased
1230	Capital International Los Angeles, California	$46.9M	-$16.9K	5	11.14%	Reduced
1231	Churchill Management Los Angeles, California	$46.9M	+$987K	4	1.26%	Increased
1232	BBI Baxter Bros Inc Riverside, Connecticut	$46.8M	-$18.4K	4	10.69%	Reduced
1233	Campbell Newman Asset Management Milwaukee, Wisconsin	$46.8M	-$5.32M	4	6.84%	Reduced
1234	KCP KDI Capital Partners Raleigh, North Carolina	$46.8M	+$17.4M	4	17.5%	Increased
1235	Canandaigua National Bank & Trust Canandaigua, New York	$46.8M	+$67.1K	6	8.61%	Increased
1236	ARTA A.R.T. Advisors New York	$46.7M	+$20.1M	6	2.65%	Increased
1237	TCM Tekne Capital Management New York	$46.6M	+$12.1M	1	11.73%	Increased
1238	Veritas Investment Management (UK) London, United Kingdom	$46.6M	+$1.02M	4	13.24%	Increased
1239	Palisade Asset Management Minneapolis, Minnesota	$46.6M	+$134K	4	7.24%	Increased
1240	Narwhal Capital Management Marietta, Georgia	$46.6M	+$1.67M	6	9.64%	Increased
1241	CMG Cavalry Management Group San Francisco, California	$46.6M	-$26.8M	2	7.47%	Reduced
1242	Mission Wealth Management Santa Barbara, California	$46.5M	+$382K	10	5.21%	Increased
1243	Bronte Capital Management Bondi Junction, Australia	$46.2M	$0	2	16.47%	Maintained
1244	Bank Hapoalim BM Tel Aviv, Israel	$46.2M	+$931K	6	11.34%	Increased
1245	Quadrature Capital London, United Kingdom	$46.1M	-$83.1M	5	3.04%	Reduced
1246	Valley Wealth Managers Paramus, New Jersey	$45.7M	+$1.41M	6	4.85%	Increased
1247	ACA Abdiel Capital Advisors New York	$45.7M	+$46.4M	1	2.92%	New
1248	SM Selkirk Management Chatham, New Jersey	$45.6M	-$346K	3	24.54%	Reduced
1249	JWBC J.W. Burns & Co Dewitt, New York	$45.6M	+$31K	7	10.54%	Increased
1250	Buckingham Capital Management (New York) New York	$45.6M	-$3.08M	3	5.62%	Reduced