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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	CL CSS LLC Chicago, Illinois	$40.2M	+$40.3M	4	1.71%	Increased
1327	Bank Hapoalim BM Tel Aviv, Israel	$40.2M	+$6.07M	6	9.77%	Increased
1328	SAM Shikiar Asset Management New York	$40.1M	-$140K	4	15.63%	Reduced
1329	Transform Wealth Greenwood Village, Colorado	$40.1M	-$2.47M	6	6.96%	Reduced
1330	AFAM Capital Austin, Texas	$40.1M	-$16.3K	7	5.58%	Reduced
1331	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$40.1M	-$1.28M	14	2.43%	Reduced
1332	Buckingham Strategic Wealth Clayton, Missouri	$40M	+$93.3K	7	6.14%	Increased
1333	CCT Chemung Canal Trust Elmira, New York	$39.9M	-$1.99M	5	8.85%	Reduced
1334	Novare Capital Management Charlotte, North Carolina	$39.9M	-$464K	5	6.37%	Reduced
1335	AGF Investments LLC Toronto, Ontario, Canada	$39.9M	-$2.74M	10	5.06%	Reduced
1336	Verition Fund Management Greenwich, Connecticut	$39.9M	+$10.5M	15	1.43%	Increased
1337	Guardian Capital (Canada) Toronto, Ontario, Canada	$39.8M	+$454K	7	0.67%	Increased
1338	VEPM Vista Equity Partners Management San Francisco, California	$39.7M	-$2.12M	2	3.59%	Reduced
1339	GW & Wade Wellesley, Massachusetts	$39.7M	+$1.43M	10	4.22%	Increased
1340	Simmons Bank Pine Bluff, Arkansas	$39.4M	-$143K	9	3.88%	Reduced
1341	Edgar Lomax Company Kingstowne, Virginia	$39.4M	-$1.29M	2	2.64%	Reduced
1342	Mechanics Bank - Trust Department Walnut Creek, California	$39.4M	+$333K	5	8.42%	Increased
1343	Hemenway Trust Hemenway Trust Salem, New Hampshire	$39.3M	-$624K	6	6.62%	Reduced
1344	GIM Greystone Investment Management Cincinnati, Ohio	$39.3M	-$657K	4	16.95%	Reduced
1345	BPM Bowling Portfolio Management Cincinnati, Ohio	$38.8M	-$5.73M	9	5.44%	Reduced
1346	GJCM Grand Jean Capital Management San Francisco, California	$38.8M	+$106K	4	13.54%	Increased
1347	LHC Lodge Hill Capital New York	$38.7M	+$34.1M	3	5.83%	Increased
1348	Coastline Trust Providence, Rhode Island	$38.6M	+$1.01M	7	5.53%	Increased
1349	Vestor Capital Chicago, Illinois	$38.6M	+$456K	8	7.47%	Increased
1350	Founders Capital Management (Connecticut) East Hartford, Connecticut	$38.5M	+$5.92M	4	15.71%	Increased