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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
1401	Howard Hughes Medical Institute Chevy Chase, Maryland	$114M	+$123M	5	27.3%	Increased
1402	GM Advisory Group Melville, New York	$113M	+$8.01M	10	4.37%	Increased
1403	Board of Trustees of The Leland Stanford Junior University Redwood City, California	$113M	+$477K	1	13.36%	Increased
1404	Bath Savings Trust Bath, Maine	$113M	-$1.02M	6	12.05%	Reduced
1405	Cat Rock Capital Management Greenwich, Connecticut	$113M	+$15.9M	2	17.51%	Increased
1406	Oberweis Asset Management Lisle, Illinois	$113M	+$13.1M	5	3.33%	Increased
1407	180 Wealth Advisors Federal Way, Washington	$112M	+$3.78M	18	12.78%	Increased
1408	Sora Investors Bryn Mawr, Pennsylvania	$112M	-$27.3M	6	10.34%	Reduced
1409	NFJ Investment Group Dallas, Texas	$112M	-$58.1M	4	4.25%	Reduced
1410	Davidson Kempner Capital Management New York	$112M	+$12.8M	6	1.35%	Increased
1411	Centiva Capital New York	$112M	+$43.8M	19	0.82%	Increased
1412	Heritage Trust Oklahoma City, Oklahoma	$111M	+$936K	7	11.18%	Increased
1413	WealthPlan Investment Management Omaha, Nebraska	$111M	+$20M	8	6.2%	Increased
1414	Simmons Bank Pine Bluff, Arkansas	$111M	+$3.51M	7	7.44%	Increased
1415	CF Clarity Financial Houston, Texas	$111M	+$11.4M	5	12.08%	Increased
1416	Van Berkom & Associates Montreal, Quebec, Canada	$111M	-$20M	1	3.61%	Reduced
1417	Retail Employees Superannuation Trust Sydney,	$111M	+$40.3M	3	16.48%	Increased
1418	Morningstar Investment Management Chicago, Illinois	$110M	-$166K	5	6.83%	Reduced
1419	Ally Financial Detroit, Michigan	$110M	+$46.3M	5	13.7%	Increased
1420	Jaffetilchin Investment Partners Tampa, Florida	$110M	-$2.91M	8	6.54%	Reduced
1421	Evanson Asset Management Carmel, California	$110M	-$939K	7	5.89%	Reduced
1422	Kora Management Brooklyn, New York	$110M	+$20.3M	1	15.62%	Increased
1423	Rossmore Private Capital Glastonbury, Connecticut	$110M	+$402K	7	9.61%	Increased
1424	SlateStone Wealth Jupiter, Florida	$109M	+$2.95M	8	9.02%	Increased
1425	Turtle Creek Wealth Advisors Dallas, Texas	$109M	+$9.7M	7	8.26%	Increased