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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	TCM Trybe Capital Management Greenwich, Connecticut	$157M	-$32.9M	3	20.92%	Reduced
1252	Forum Financial Management Lombard, Illinois	$157M	+$3.38M	19	2.14%	Increased
1253	Van Hulzen Asset Management El Dorado Hills, California	$156M	-$630K	8	11.59%	Reduced
1254	FJ Investments Salt Lake City, Utah	$155M	+$92.6K	2	10.04%	Increased
1255	Lee, Danner & Bass Nashville, Tennessee	$155M	-$3.41M	8	11.28%	Reduced
1256	Penobscot Investment Management Boston, Massachusetts	$155M	+$4.78M	6	11.92%	Increased
1257	Taikang Asset Management (HK) Hong Kong	$154M	+$10.4M	6	17.26%	Increased
1258	Palisade Asset Management Minneapolis, Minnesota	$154M	-$2.84M	12	14.34%	Reduced
1259	Chas P. Smith & Associates (CPS) Lakeland, Florida	$154M	-$98.4M	6	13.31%	Reduced
1260	Pine Valley Investments Marlton, New Jersey	$153M	-$5.92M	11	7.52%	Reduced
1261	Coerente Capital Management Toronto, Ontario, Canada	$153M	-$4.77M	6	27.2%	Reduced
1262	Crosslink Capital Menlo Park, California	$153M	+$42.9M	3	11.13%	Increased
1263	Seizert Capital Partners Birmingham, Michigan	$153M	+$3.11M	4	6.62%	Increased
1264	Gladstone Institutional Advisory Palm Beach Gardens, Florida	$152M	+$5.62M	15	5.86%	Increased
1265	DA Dash Acquisitions Woodland Hills, California	$152M	+$1.52M	6	30.18%	Increased
1266	Confluence Investment Management St. Louis, Missouri	$152M	-$118M	4	2.17%	Reduced
1267	Petredis Investment Advisors Warrendale, Pennsylvania	$152M	-$1.15M	5	12.18%	Reduced
1268	Whitney & Co Rochester, New York	$151M	-$540K	7	13.71%	Reduced
1269	Jag Capital Management St Louis, Missouri	$151M	-$10.7M	7	16.54%	Reduced
1270	Motley Fool Wealth Management Alexandria, Virginia	$151M	-$21.8M	4	10.23%	Reduced
1271	Kepler Cheuvreux Nyon,	$150M	+$142M	7	8.09%	New
1272	Appleton Partners Boston, Massachusetts	$150M	-$2.73M	7	10.09%	Reduced
1273	GCQ Funds Management Sydney, Australia	$150M	-$58.7M	2	22.79%	Reduced
1274	Oslo Pensjonsforsikring Oslo,	$150M	-$6.96M	11	22.87%	Reduced
1275	Tairen Capital Hong Kong	$149M	+$14.4M	7	16.13%	Increased