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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	Penn Davis McFarland Dallas, Texas	$71.5M	-$1.24M	4	15.34%	Reduced
1277	Bank Pictet & Cie (Asia) Singapore	$71.5M	+$8.72M	5	22.36%	Increased
1278	Financial Advocates Investment Management Olympia, Washington	$71.4M	+$11M	11	4.88%	Increased
1279	C Chescapmanager Baltimore, Maryland	$71.3M	$0	3	8.69%	Maintained
1280	ACR Alpine Capital Research St. Louis, Missouri	$71.2M	-$2.07M	1	4.1%	Reduced
1281	TFM TPI Fund Managers London, United Kingdom	$71M	+$3.98M	2	12.14%	Increased
1282	WM Wishbone Management Chicago, Illinois	$71M	-$43M	2	16.25%	Reduced
1283	BFS Bard Financial Services Branford, Connecticut	$70.9M	+$68.6M	7	7.1%	New
1284	Bowie Capital Management Richardson, Texas	$70.8M	+$4.89M	3	10.63%	Increased
1285	Perry Creek Capital New York	$70.7M	+$67.9M	1	11.13%	New
1286	ACG Wealth Atlanta, Georgia	$70.7M	-$2.35M	9	9.76%	Reduced
1287	Tradewinds Capital Management Bellingham, Washington	$70.6M	-$88.7K	18	15.28%	Reduced
1288	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$70.4M	-$1.42M	10	3.32%	Reduced
1289	MAM Morse Asset Management Darien, Connecticut	$70M	-$1.9M	8	19.41%	Reduced
1290	Baxter Bros Inc Riverside, Connecticut	$70M	-$301K	3	13.26%	Reduced
1291	First Horizon Corporation Memphis, Tennessee	$69.9M	+$3.58M	14	6.89%	Increased
1292	Vancity Investment Management Vancouver, British Columbia, Canada	$69.9M	+$67.8M	5	13.96%	New
1293	Fulton Breakefield Broenniman Bethesda, Maryland	$69.9M	-$12.7M	6	8.38%	Reduced
1294	ACM Aljian Capital Management Carson City, Nevada	$69.9M	+$668K	5	35.44%	Increased
1295	Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$69.3M	+$67.5M	2	62.49%	New
1296	PAM Premier Asset Management Chicago, Illinois	$69.2M	+$11.3M	8	14.21%	Increased
1297	East Coast Asset Management Essex, Massachusetts	$69.2M	+$52.9K	5	20.91%	Increased
1298	Te Ahumairangi Investment Management Wellington, New Zealand	$69.1M	+$10.1M	7	9.62%	Increased
1299	AC AMS Capital Sao Paulo, Brazil	$69M	+$21.8M	5	13.61%	Increased
1300	Manitou Investment Management Toronto, Ontario, Canada	$69M	+$465K	2	14.87%	Increased