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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
1451	Long Walk Management Greenwich, Connecticut	$75.2M	-$8.97M	2	51.34%	Reduced
1452	Cadian Capital Management New York	$75.2M	-$110M	2	4.13%	Reduced
1453	AL Arnhold LLC New York	$75.1M	+$2.15M	7	8.51%	Increased
1454	Guardian Capital (Canada) Toronto, Ontario, Canada	$75.1M	-$386K	5	1.45%	Reduced
1455	MSD Partners New York	$75.1M	+$7.37M	2	0.82%	Increased
1456	Westwind Capital Las Cruces, New Mexico	$75.1M	-$8.6M	5	18.58%	Reduced
1457	Minneapolis Portfolio Management Group Wayzata, Minnesota	$74.9M	+$1.21M	2	7.97%	Increased
1458	CIA Covington Investment Advisors Ligonier, Pennsylvania	$74.8M	-$710K	3	15.24%	Reduced
1459	TCOT Trust Company of Toledo Holland, Ohio	$74.6M	+$471K	6	11.15%	Increased
1460	Vestmark Advisory Solutions Wakefield, Massachusetts	$74.3M	+$4.15M	12	4.19%	Increased
1461	Garde Capital Seattle, Washington	$74.2M	+$3.06M	9	7.26%	Increased
1462	WA Wealth Advisors Rancho Santa Fe, California	$74.2M	-$3.45K	5	25.75%	Reduced
1463	AMG National Trust Bank Greenwood Village, Colorado	$73.6M	-$2.29M	7	2.2%	Reduced
1464	Mitchell Capital Management Leawood, Kansas	$73.6M	+$7.8M	4	14.91%	Increased
1465	BCH Berkshire Capital Holdings San Jose, California	$73.3M	-$14.3M	8	9.8%	Reduced
1466	Stillwater Capital Advisors Devon, Pennsylvania	$73.2M	-$1.51M	4	11.15%	Reduced
1467	CPH C Partners Holding Zurich, Switzerland	$73.2M	-$38.5M	2	13.44%	Reduced
1468	IHT Wealth Management Chicago, Illinois	$73.1M	-$663K	11	5.39%	Reduced
1469	Private Advisory Group Redmond, Washington	$73M	-$5.78M	4	13.77%	Reduced
1470	EVM Evelyn V. Moreno	$73M	+$5.86M	5	14.59%	Increased
1471	Coastline Trust Providence, Rhode Island	$72.8M	+$1.29M	6	8.3%	Increased
1472	Sands Capital Ventures Arlington, Virginia	$72.7M	-$35.5M	1	10.78%	Reduced
1473	ProVise Management Group Clearwater, Florida	$72.7M	+$1.52M	8	6.59%	Increased
1474	Canyon Capital Advisors Dallas, Texas	$72.5M	+$62.8M	1	2.47%	Increased
1475	Dorsey Asset Management Chicago, Illinois	$72.4M	+$315K	1	6.18%	Increased