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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	Matrix Asset Advisors White Plains, New York	$88.9M	-$2.29M	4	12.24%	Reduced
1252	E Fund Management Guangzhou, China	$88.7M	-$11M	9	7.01%	Reduced
1253	Valley Wealth Managers Paramus, New Jersey	$88.6M	-$4.69M	10	7.96%	Reduced
1254	WP Wedgewood Partners St Louis, Missouri	$88.3M	-$4.31M	4	14.24%	Reduced
1255	RM Redpoint Management Woodside, California	$87.9M	$0	1	13.71%	Maintained
1256	KC KCL Capital New York	$87.8M	-$11.4M	3	12.29%	Reduced
1257	Parker Investment Management Menlo Park, California	$87.5M	-$810K	4	14.1%	Reduced
1258	Weatherly Asset Management Del Mar, California	$87.1M	-$1.19M	6	10.16%	Reduced
1259	DDD Partners Bellevue, Washington	$86.9M	-$3.14M	5	12.03%	Reduced
1260	JWBC J.W. Burns & Co Dewitt, New York	$86.8M	+$278K	5	13.91%	Increased
1261	Bristol Gate Capital Partners Toronto, Ontario, Canada	$86.7M	-$18.5M	1	4.56%	Reduced
1262	MCM McKinley Capital Management Anchorage, Alaska	$86.7M	-$3.76M	4	11.59%	Reduced
1263	Junto Capital Management New York	$86.5M	+$39.1M	2	2.19%	Increased
1264	L1 Capital Melbourne VIC 3000, Australia	$86.3M	+$58.6M	1	10.39%	Increased
1265	Penn Davis McFarland Dallas, Texas	$86.3M	-$2.01M	4	15.37%	Reduced
1266	American National Bank & Trust Wichita Falls, Texas	$86.3M	+$1.2M	10	14.52%	Increased
1267	Abner Herrman & Brock Jersey City, New Jersey	$86.2M	+$30.8M	5	12.64%	Increased
1268	Andra AP-fonden Goteborg, Sweden	$85.9M	+$5.13M	13	2.17%	Increased
1269	Southeast Asset Advisors Thomasville, Georgia	$85.8M	-$1.38M	6	12.21%	Reduced
1270	Rothschild Investment LLC Chicago, Illinois	$85.6M	+$1.81M	7	7.13%	Increased
1271	IHT Wealth Management Chicago, Illinois	$85.2M	+$342K	10	4.44%	Increased
1272	Osborne Partners Capital Management San Francisco, California	$85.2M	-$738K	7	6.15%	Reduced
1273	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$85.1M	-$2.18M	6	6.05%	Reduced
1274	LCM Lionstone Capital Management New York	$85M	$0	2	25.14%	Maintained
1275	Grassi Investment Management Santa Clara, California	$85M	-$247K	7	9.35%	Reduced