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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
1326	AEGON Asset Management (UK) Edinburgh, United Kingdom	$15.3M	-$4.45M	1	1.69%	Reduced
1327	MC Maplelane Capital New York	$15.3M	-$57.9M	5	0.57%	Reduced
1328	UM Ulysses Management New York	$15.3M	-$2.84M	1	2.17%	Reduced
1329	BBI Baxter Bros Inc Riverside, Connecticut	$15.2M	-$64.3K	3	5.52%	Reduced
1330	GHA Garcia Hamilton & Associates Houston, Texas	$15.2M	-$7.11M	4	5.93%	Reduced
1331	MMG Monetary Management Group St Louis, Missouri	$15.2M	+$1.23M	7	6.76%	Increased
1332	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$15.2M	-$265M	9	1.64%	Reduced
1333	FBP Flippin Bruce & Porter Lynchburg, Virginia	$15.2M	+$2.93M	2	4.86%	Increased
1334	Smith Salley Wealth Management Greensboro, North Carolina	$15.1M	+$1.21M	3	3.91%	Increased
1335	Next Century Growth Investors Plymouth, Minnesota	$15M	-$1.16M	3	0.54%	Reduced
1336	IPC Independent Portfolio Consultants Boca Raton, Florida	$15M	+$6.93M	8	3.01%	Increased
1337	Appleton Partners Boston, Massachusetts	$14.9M	-$324K	5	3.41%	Reduced
1338	MA Marshwinds Advisory St Simons Island, Georgia	$14.9M	-$126K	4	7.01%	Reduced
1339	OWIM Old West Investment Management Los Angeles, California	$14.8M	+$7.56M	2	9.16%	Increased
1340	Dock Street Asset Management Palm Beach, Florida	$14.8M	+$4.13M	3	7.8%	Increased
1341	Patten & Patten Chattanooga, Tennessee	$14.8M	+$158K	4	2.23%	Increased
1342	Shufro Rose & Co New York	$14.7M	-$21.4K	2	1.5%	Reduced
1343	AIC Argus Investors Counsel New York	$14.7M	+$482K	3	6.05%	Increased
1344	Rand Wealth Baltimore, Maryland	$14.6M	-$340K	4	2.01%	Reduced
1345	BTNA Bremer Trust National Association St. Cloud, Minnesota	$14.6M	-$18.6K	8	4.69%	Reduced
1346	Avalon Global Asset Management San Francisco, California	$14.5M	$0	3	12.56%	Maintained
1347	Cryder Capital Partners London, United Kingdom	$14.5M	+$14.7M	1	10.9%	New
1348	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$14.5M	+$14.4M	5	5.56%	New
1349	Paloma Partners Greenwich, Connecticut	$14.4M	-$21.9M	10	0.62%	Reduced
1350	Regal Partners Sydney, NSW, Australia	$14.4M	+$6.04M	1	7.62%	Increased