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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	Vantage Investment Partners Kansas City, Missouri	$114M	+$19.4M	4	10.2%	Increased
1227	RiverFront Investment Group Richmond, Virginia	$114M	+$22.2M	4	3.21%	Increased
1228	Avestar Capital New York	$114M	+$6.04M	9	11.96%	Increased
1229	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$114M	+$1.5M	6	9.5%	Increased
1230	IA Venture Strategies Fund II New York	$113M	-$55M	1	96.92%	Reduced
1231	Schnieders Capital Management Pasadena, California	$113M	-$221K	6	23.3%	Reduced
1232	Bell Asset Management Melbourne, Australia	$113M	-$2.91M	4	16.56%	Reduced
1233	W.R. Berkley Corp Greenwich, Connecticut	$113M	+$75.7M	6	6.25%	Increased
1234	Hikari Tsushin Inc Tokyo, Japan	$113M	-$3.51M	2	8.94%	Reduced
1235	LCM Lionstone Capital Management New York	$112M	$0	2	28.51%	Maintained
1236	DDD Partners Bellevue, Washington	$112M	+$10.1M	5	13.73%	Increased
1237	Whitney & Co Rochester, New York	$112M	-$1.02M	7	13.38%	Reduced
1238	Freemont Management Vaud, Switzerland	$112M	-$31.1M	4	16.01%	Reduced
1239	Jacobs & Co San Francisco, California	$112M	-$429K	6	11.87%	Reduced
1240	Ledyard National Bank	$112M	-$3.72M	6	10.84%	Reduced
1241	Baxter Bros Inc Riverside, Connecticut	$112M	-$3.14M	6	14.32%	Reduced
1242	Clare Market Investments Dallas, Texas	$111M	+$1.77M	8	34.41%	Increased
1243	FRG Family Wealth Advisors Bellevue, Washington	$111M	+$2.37M	9	21.85%	Increased
1244	J.W. Cole Advisors Tampa, Florida	$111M	+$2.82M	9	5.61%	Increased
1245	Estabrook Capital Management New York	$111M	-$4.23M	9	17.15%	Reduced
1246	Dearborn Partners Chicago, Illinois	$111M	-$18.2M	7	4.76%	Reduced
1247	Osborne Partners Capital Management San Francisco, California	$111M	+$1.23M	7	6.81%	Increased
1248	Rothschild Investment LLC Chicago, Illinois	$110M	+$4.21M	18	7.99%	Increased
1249	Ashton Thomas Private Wealth Scottsdale, Arizona	$110M	+$5.75M	9	6.32%	Increased
1250	Montag & Caldwell Atlanta, Georgia	$110M	-$3.12M	5	19%	Reduced