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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
1276	Suncoast Equity Management Tampa, Florida	$36.4M	+$4.83M	3	10.04%	Increased
1277	CF Cypress Funds Los Angeles, California	$36.3M	$0	1	6.27%	Maintained
1278	Zevin Asset Management Boston, Massachusetts	$36.3M	-$190K	6	8.23%	Reduced
1279	Grimes & Company Westborough, Massachusetts	$36.2M	+$838K	5	3.49%	Increased
1280	Albion Financial Group Salt Lake City, Utah	$36.1M	-$631K	6	5.5%	Reduced
1281	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$36.1M	-$972K	2	11.55%	Reduced
1282	Quantbot Technologies New York	$36.1M	+$13M	14	3.34%	Increased
1283	Intact Investment Management Montreal, Quebec, Canada	$36.1M	-$2.09M	6	1.45%	Reduced
1284	SC Selz Capital New York	$36.1M	+$16.6M	3	5.34%	Increased
1285	Miller Howard Investments Kingston, New York	$35.8M	-$5.63M	2	0.78%	Reduced
1286	WM WS Management Jacksonville, Florida	$35.7M	+$17.1M	3	1.05%	Increased
1287	BWCA Brenner West Capital Advisors New York	$35.6M	-$100M	1	4.67%	Reduced
1288	Bank of Hawaii Honolulu, Hawaii	$35.6M	+$532K	7	2.91%	Increased
1289	Ally Financial Detroit, Michigan	$35.6M	+$2.82M	6	6.87%	Increased
1290	GW&K Investment Management Boston, Massachusetts	$35.5M	+$2.32M	2	0.61%	Increased
1291	SIM Spark Investment Management New York	$35.4M	+$19.2M	7	1.9%	Increased
1292	MTC McDaniel Terry & Co Austin, Texas	$35.3M	-$268K	4	6.25%	Reduced
1293	Thompson Investment Management Madison, Wisconsin	$35.3M	-$1.36M	6	6.23%	Reduced
1294	AW ACG Wealth Atlanta, Georgia	$35.3M	-$288K	6	5.22%	Reduced
1295	Mariner Independent Advisor Network Overland Park, Kansas	$35.3M	+$21.4M	6	3.69%	Increased
1296	Randolph Company Cincinnati, Ohio	$35.3M	+$6.13M	3	6%	Increased
1297	Portolan Capital Management Boston, Massachusetts	$35.3M	-$2.95M	2	3.86%	Reduced
1298	Giverny Capital Montreal, Quebec, Canada	$35.3M	+$3.32M	2	4.84%	Increased
1299	KFS Kurt F. Somerville	$35.2M	-$3.93M	5	7.28%	Reduced
1300	TWI Thomas White International Chicago, Illinois	$35.2M	+$430K	6	5.79%	Increased