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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	Wealthspire Advisors (Maryland) Potomac, Maryland	$68.1M	+$79.1K	7	2.4%	Increased
1227	Godsey & Gibb Inc Richmond, Virginia	$68.1M	-$2.99M	5	10.25%	Reduced
1228	Professional Advisory Services Vero Beach, Florida	$68.1M	-$1.31M	6	12.16%	Reduced
1229	Scopia Capital Management New York	$67.9M	-$84M	1	8.03%	Reduced
1230	Portolan Capital Management Boston, Massachusetts	$67.9M	-$36.9M	7	7.69%	Reduced
1231	Columbia Asset Management Ann Arbor, Michigan	$67.9M	+$690K	8	15.55%	Increased
1232	Keel Point Huntsville, Alabama	$67.7M	+$6.35M	7	6.15%	Increased
1233	JWBC J.W. Burns & Co Dewitt, New York	$67.7M	+$244K	6	13.59%	Increased
1234	BIT Capital Berlin, Germany	$67.4M	+$46.4M	9	19.53%	Increased
1235	Incline Global Management New York	$67.4M	-$16M	2	12.86%	Reduced
1236	Baker Avenue Asset Management San Francisco, California	$67.2M	+$11.9M	9	5.17%	Increased
1237	Armor Advisors New York	$67.1M	-$9.6M	3	21.14%	Reduced
1238	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$67M	-$793K	6	7.8%	Reduced
1239	Giverny Capital Montreal, Quebec, Canada	$66.9M	-$2.23M	4	6.14%	Reduced
1240	Tradewinds Capital Management Bellingham, Washington	$66.9M	-$1.49M	16	16.03%	Reduced
1241	Rockland Trust Hanover, Massachusetts	$66.8M	-$2.33M	6	5.73%	Reduced
1242	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$66.7M	+$1.1M	7	3.62%	Increased
1243	DDD Partners Bellevue, Washington	$66.7M	+$10.4M	5	17.32%	Increased
1244	MAM Morse Asset Management Darien, Connecticut	$66.6M	+$1.89M	7	21.36%	Increased
1245	Abner Herrman & Brock Jersey City, New Jersey	$66.5M	+$5.61M	8	11.21%	Increased
1246	J. Goldman & Co New York	$66.4M	-$4.85M	4	4.5%	Reduced
1247	Union Bancaire Privee Asset Management New York	$66.3M	-$503K	3	25.29%	Reduced
1248	Valeo Financial Advisors Carmel, Indiana	$66.1M	-$4.4M	23	5.78%	Reduced
1249	University of Notre Dame du Lac South Bend, Indiana	$66.1M	-$29.9M	3	20.74%	Reduced
1250	Unigestion Holding Geneva, Switzerland	$66.1M	-$24.3M	7	2.27%	Reduced