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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	Savoie Capital Chicago, Illinois	$143M	-$7.41M	4	17.81%	Reduced
1227	Van Hulzen Asset Management El Dorado Hills, California	$143M	-$9.21M	9	11.91%	Reduced
1228	Palisade Asset Management Minneapolis, Minnesota	$143M	-$1.27M	6	14.19%	Reduced
1229	Greenwich Wealth Management Greenwich, Connecticut	$142M	+$11.8M	9	6.9%	Increased
1230	Geneos Wealth Management Englewood, Colorado	$142M	+$28M	24	3.47%	Increased
1231	MayTech Global Investments New York	$142M	+$6.21M	4	14.7%	Increased
1232	American National Bank & Trust Wichita Falls, Texas	$142M	-$55.5K	11	14.5%	Reduced
1233	Synergy Asset Management Vancouver, Washington	$141M	-$10.8M	4	16.12%	Reduced
1234	Thematics Asset Management Paris, France	$141M	-$5.45M	6	6.33%	Reduced
1235	Rothschild Investment LLC Chicago, Illinois	$141M	+$869K	29	8.82%	Increased
1236	TBBL True Blue (BVI) Ltd Road Town, Tortola,	$140M	$0	3	81.6%	Maintained
1237	Alta Park Capital San Francisco, California	$140M	+$56.3M	3	15.92%	Increased
1238	Thompson Siegel & Walmsley Richmond, Virginia	$139M	-$4.68M	7	2.31%	Reduced
1239	Oslo Pensjonsforsikring Oslo,	$139M	-$22.8M	12	21.69%	Reduced
1240	DCM DME Capital Management New York	$139M	-$29.8M	1	5.97%	Reduced
1241	Lee, Danner & Bass Nashville, Tennessee	$139M	-$1.18M	8	10.79%	Reduced
1242	CRCM Cat Rock Capital Management Greenwich, Connecticut	$139M	-$13.8M	2	17.47%	Reduced
1243	CCPM Cooper Creek Partners Management New York	$138M	-$32.6M	5	4.29%	Reduced
1244	Beacon Investment Advisory Services Morristown, New Jersey	$138M	-$11.9M	7	6.09%	Reduced
1245	Boston Common Asset Management Boston, Massachusetts	$138M	-$8.47M	4	3.86%	Reduced
1246	GW Henssler & Associates Kennesaw, Georgia	$138M	+$901K	6	7.35%	Increased
1247	Vestor Capital Chicago, Illinois	$137M	+$131M	11	10.3%	Increased
1248	Fiduciary Alliance Greenville, South Carolina	$137M	+$18.1M	9	10.25%	Increased
1249	Pine Valley Investments Marlton, New Jersey	$137M	-$7.15M	11	7.62%	Reduced
1250	CCM Coerente Capital Management Toronto, Ontario, Canada	$137M	-$718K	6	25.23%	Reduced