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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
1376	WCM Investment Management Laguna Beach, California	$43.3M	+$4.92M	3	0.23%	Increased
1377	Wallington Asset Management Indianapolis, Indiana	$43.3M	+$424K	3	9.19%	Increased
1378	Osborne Partners Capital Management San Francisco, California	$43.2M	-$12.3M	7	8.74%	Reduced
1379	JWM Jackson Wealth Management Lake Mary, Florida	$43M	+$5.75M	6	7.14%	Increased
1380	Sunbelt Securities Houston, Texas	$43M	+$1.25M	10	4.53%	Increased
1381	IQ EQ Fund Management Dublin 2, Ireland	$43M	-$2.86M	8	13.61%	Reduced
1382	Sheaff Brock Investment Advisors Indianapolis, Indiana	$42.9M	+$734K	9	4.17%	Increased
1383	Country Club Trust Kansas City, Missouri	$42.9M	-$1.77M	6	4.62%	Reduced
1384	Corvex Management New York	$42.8M	-$80.3M	2	1.97%	Reduced
1385	HCM Highline Capital Management New York	$42.7M	-$29.3M	1	6.77%	Reduced
1386	BLB&B Advisors Montgomeryville, Pennsylvania	$42.7M	-$35.7K	7	4.44%	Reduced
1387	Parker Investment Management Menlo Park, California	$42.7M	+$726K	5	10.48%	Increased
1388	TEE Tibra Equities Europe London, United Kingdom	$42.4M	+$3.25M	4	5.89%	Increased
1389	Professional Advisory Services Vero Beach, Florida	$42.2M	-$1.19M	5	7.51%	Reduced
1390	WAM WT Asset Management Hong Kong	$42.2M	-$9.28M	1	13.02%	Reduced
1391	Bank Hapoalim BM Tel Aviv, Israel	$42.1M	-$1.78M	6	9.25%	Reduced
1392	J.P. Marvel Investment Advisors Boston, Massachusetts	$42.1M	+$1.39M	6	12.17%	Increased
1393	Means Investment Company Bangor, Maine	$42.1M	+$1.1M	8	14.11%	Increased
1394	CCM Campbell Capital Management Miami, Florida	$42.1M	+$7.43M	5	25.8%	Increased
1395	Advisornet Financial Minnetonka, Minnesota	$42M	-$1.53M	17	3.56%	Reduced
1396	Mechanics Bank - Trust Department Walnut Creek, California	$41.8M	-$535K	5	8.19%	Reduced
1397	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$41.8M	-$3.92M	1	55.44%	Reduced
1398	Stonebridge Capital Advisors St Paul, Minnesota	$41.8M	-$664K	15	6.82%	Reduced
1399	IFP Advisors Tampa, Florida	$41.7M	-$4.05M	20	3.13%	Reduced
1400	MAM Morse Asset Management Darien, Connecticut	$41.7M	-$2.86M	5	14.3%	Reduced