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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
1251	RGI River Global Investors London, United Kingdom	$25.9M	+$9.8M	6	7.33%	Increased
1252	BIC Bridges Investment Counsel Omaha, Nebraska	$25.9M	-$662K	6	6.29%	Reduced
1253	BPM Bowling Portfolio Management Cincinnati, Ohio	$25.8M	-$2.61M	8	3.83%	Reduced
1254	BBI Baxter Bros Inc Riverside, Connecticut	$25.8M	+$1.23M	4	8.29%	Increased
1255	CIC Canal Insurance Company Greenville, South Carolina	$25.6M	-$2.41M	2	9.07%	Reduced
1256	Advisor Partners Walnut Creek, California	$25.6M	+$1.24M	7	7.69%	Increased
1257	Foster & Motley Cincinnati, Ohio	$25.5M	+$810K	3	4.89%	Increased
1258	KIP Kayak Investment Partners San Francisco, California	$25.5M	+$26.9M	3	14.37%	New
1259	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$25.4M	+$6.26M	5	1.97%	Increased
1260	Parker Investment Management Menlo Park, California	$25.4M	-$759K	2	13.7%	Reduced
1261	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$25.4M	-$1.42M	2	2.95%	Reduced
1262	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$25.3M	$0	1	18.78%	Maintained
1263	GW&K Investment Management Boston, Massachusetts	$25.3M	-$621K	3	0.49%	Reduced
1264	State of Alaska Department of Revenue Juneau, Alaska	$25.3M	-$1.01M	2	2.42%	Reduced
1265	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$25.2M	+$27.5M	2	16.57%	Increased
1266	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$25.2M	-$42.3K	6	4.45%	Reduced
1267	CCM Investment Advisers Columbia, South Carolina	$25.2M	-$555K	3	5.32%	Reduced
1268	J.M. Forbes & Co Boston, Massachusetts	$25.2M	-$14.2K	5	6.94%	Reduced
1269	AT Argent Trust San Antonio, Texas	$25.2M	+$230K	7	7.33%	Increased
1270	Endurance Wealth Management Providence, Rhode Island	$25.1M	-$591K	11	4.49%	Reduced
1271	GPC Guardian Point Capital Charlottesville, Virginia	$25.1M	+$3.9M	1	17.41%	Increased
1272	SFG Sather Financial Group Victoria, Texas	$25.1M	-$20.8K	3	8.67%	Reduced
1273	DSI Daiwa SB Investments Tokyo, Japan	$25M	+$663K	7	6.59%	Increased
1274	BP Bandera Partners New York	$25M	$0	2	16%	Maintained
1275	SCM Sandler Capital Management New York	$25M	-$10.8M	2	2.24%	Reduced