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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	Overbrook Management Corp New York	$42.2M	+$940K	5	8.01%	Increased
1252	Advisors Capital Management Ridgewood, New Jersey	$42.2M	+$1M	5	2.91%	Increased
1253	FIM Frontier Investment Management Dallas, Texas	$42.2M	+$4.53M	7	3.23%	Increased
1254	Signature Estate & Investment Advisors Los Angeles, California	$42.1M	-$282K	5	3.97%	Reduced
1255	Majedie Asset Management London, United Kingdom	$42.1M	-$58.8K	4	3.26%	Reduced
1256	FRG Family Wealth Advisors Bellevue, Washington	$42M	+$9.7M	8	12.57%	Increased
1257	Grimes & Company Westborough, Massachusetts	$41.9M	-$1.15M	5	3.7%	Reduced
1258	SRFM Shannon River Fund Management New York	$41.9M	+$12.9M	2	5.51%	Increased
1259	GFA Gifford Fong Associates Lafayette, California	$41.8M	+$10.3M	6	14.45%	Increased
1260	Dorsey Asset Management Chicago, Illinois	$41.7M	+$8.52M	1	11.02%	Increased
1261	TEC Tiger Eye Capital Nashville, Tennessee	$41.7M	+$4.12M	4	8.41%	Increased
1262	CDH Charles D. Hyman	$41.6M	+$168K	6	4.68%	Increased
1263	Governors Lane New York	$41.5M	-$12M	1	2.22%	Reduced
1264	MTC McDaniel Terry & Co Austin, Texas	$41.2M	+$586K	4	7.57%	Increased
1265	Southeast Asset Advisors Thomasville, Georgia	$41.1M	+$36.7K	4	11.84%	Increased
1266	Summit Trail Advisors New York	$41M	-$21.6M	8	14.33%	Reduced
1267	Valley Wealth Managers Paramus, New Jersey	$41M	-$840K	6	5%	Reduced
1268	Bank of Hawaii Honolulu, Hawaii	$40.9M	+$1.49M	8	3.39%	Increased
1269	Narwhal Capital Management Marietta, Georgia	$40.8M	+$672K	6	9.48%	Increased
1270	Giverny Capital Montreal, Quebec, Canada	$40.7M	+$1.51M	2	5.3%	Increased
1271	JAM JW Asset Management Miami Beach, Florida	$40.7M	$0	3	25.98%	Maintained
1272	LC Lunia Capital Dallas, Texas	$40.5M	-$6.54M	2	7.54%	Reduced
1273	TimesSquare Capital Management New York	$40.5M	+$175K	3	0.27%	Increased
1274	NG NatWest Group Edinburgh, Scotland, United Kingdom	$40.5M	-$1.05M	3	8.33%	Reduced
1275	Sheaff Brock Investment Advisors Indianapolis, Indiana	$40.4M	-$459K	8	3.94%	Reduced