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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	CAM Centre Asset Management New York	$78.5M	+$18.5M	4	17.35%	Increased
1327	Pacific Sage Partners Edmonds, Washington	$78.5M	-$2.11M	6	23.23%	Reduced
1328	Connors Investor Services Wyomissing, Pennsylvania	$78.2M	-$5.84M	4	8.85%	Reduced
1329	Legion Partners Asset Management Los Angeles, California	$78M	$0	2	22.8%	Maintained
1330	Minneapolis Portfolio Management Group Wayzata, Minnesota	$77.9M	-$3.24M	2	10.31%	Reduced
1331	MainStreet Investment Advisors Chicago, Illinois	$77.8M	-$2.5M	6	8.44%	Reduced
1332	Taikang Asset Management (HK) Hong Kong	$77.5M	-$31.2M	5	18.07%	Reduced
1333	Fairfield, Bush & Co Darien, Connecticut	$77.3M	+$10.5M	14	21.29%	Increased
1334	Parus Finance (UK) London, United Kingdom	$77.3M	-$2.19M	4	31.99%	Reduced
1335	Private Advisory Group Redmond, Washington	$77.2M	-$7.72M	6	15.3%	Reduced
1336	Avestar Capital New York	$77.1M	+$912K	9	12.36%	Increased
1337	Financial Advocates Investment Management Olympia, Washington	$77M	+$12.9M	11	5.49%	Increased
1338	Capula Management Grand Cayman, Cayman Islands	$76.9M	+$65.7M	8	1.88%	Increased
1339	Sheaff Brock Investment Advisors Indianapolis, Indiana	$76.8M	+$856K	10	6.47%	Increased
1340	Evanson Asset Management Carmel, California	$76.4M	+$992K	9	6.96%	Increased
1341	Van Cleef Asset Management Beachwood, Ohio	$76.4M	-$5.2M	4	11.74%	Reduced
1342	Steginsky Capital Port Washington, New York	$76.3M	+$524K	2	23.84%	Increased
1343	GHP Investment Advisors Denver, Colorado	$76.1M	-$373K	18	4.45%	Reduced
1344	Focus Financial Network Minneapolis, Minnesota	$76.1M	+$3.81M	10	4.23%	Increased
1345	EULAV Asset Management Sarasota, Florida	$76.1M	+$155K	5	2.83%	Increased
1346	Abbrea Capital Greenbrae, California	$76.1M	+$1.58M	6	11.7%	Increased
1347	Foster Dykema Cabot & Co Waltham, Massachusetts	$76M	-$563K	8	8.94%	Reduced
1348	CX Institutional Auburn, Indiana	$75.9M	+$163K	9	3.93%	Increased
1349	Robertson Stephens Wealth Management San Francisco, California	$75.7M	-$4.9M	7	5.36%	Reduced
1350	MayTech Global Investments New York	$75.7M	+$8.85M	3	15.01%	Increased