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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
1351	Valeo Financial Advisors Carmel, Indiana	$36.4M	+$2.98M	16	5.1%	Increased
1352	Hikari Power Tokyo, Japan	$36.3M	-$11.2M	3	3.99%	Reduced
1353	Wealthspire Advisors (Maryland) Potomac, Maryland	$36.2M	+$207K	19	3.28%	Increased
1354	RIM Regent Investment Management Louisville, Kentucky	$36.2M	-$128K	8	12.08%	Reduced
1355	Seven Eight Capital New York	$36.2M	+$13.3M	6	2.52%	Increased
1356	MGM Miura Global Management New York	$36.1M	+$36M	2	8.52%	New
1357	Schonfeld Strategic Advisors New York	$36M	-$7.28M	9	1.95%	Reduced
1358	Greenwich Wealth Management Greenwich, Connecticut	$36M	+$206K	7	6.38%	Increased
1359	Hemenway Trust Hemenway Trust Salem, New Hampshire	$36M	-$1.8M	6	6.65%	Reduced
1360	J.P. Marvel Investment Advisors Boston, Massachusetts	$36M	+$608K	5	11.03%	Increased
1361	Edgar Lomax Company Kingstowne, Virginia	$36M	+$270K	2	2.53%	Increased
1362	VEPM Vista Equity Partners Management San Francisco, California	$35.9M	-$44M	2	3.63%	Reduced
1363	Thompson Investment Management Madison, Wisconsin	$35.8M	-$649K	5	6.53%	Reduced
1364	GIM Greystone Investment Management Cincinnati, Ohio	$35.7M	-$215K	4	16.41%	Reduced
1365	GC Gruss & Co West Palm Beach, Florida	$35.6M	+$152K	5	36.31%	Increased
1366	AFAM Capital Austin, Texas	$35.6M	+$2.7M	7	5.18%	Increased
1367	PCM Princeton Capital Management Red Bank, New Jersey	$35.4M	-$165K	8	15.38%	Reduced
1368	OCM Olstein Capital Management Purchase, New York	$35.3M	-$17.9M	4	4.68%	Reduced
1369	WI Wintrust Investments Chicago, Illinois	$35.2M	+$28.6M	7	6.12%	Increased
1370	ArrowMark Colorado Holdings Denver, Colorado	$35.2M	-$7.52M	5	0.32%	Reduced
1371	Buckingham Strategic Wealth Clayton, Missouri	$35.1M	+$4.23M	7	5.69%	Increased
1372	Jupiter Asset Management London, United Kingdom	$35.1M	-$10.1M	5	1.03%	Reduced
1373	Virtu Financial New York	$35M	+$1.32M	14	2.1%	Increased
1374	PSCM Prince Street Capital Management New York	$35M	-$645K	1	7.19%	Reduced
1375	SCM Stonebridge Capital Management Los Angeles, California	$35M	+$1.87M	6	12.53%	Increased