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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
1476	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$54.8M	-$890K	6	6.02%	Reduced
1477	Vista Equity Partners Management San Francisco, California	$54.7M	+$31.2M	4	0.72%	Increased
1478	Nicola Wealth Management Vancouver, British Columbia, Canada	$54.7M	$0	3	5.4%	Maintained
1479	Van Berkom & Associates Montreal, Quebec, Canada	$54.7M	+$5.19M	1	2.02%	Increased
1480	Fairfield, Bush & Co Darien, Connecticut	$54.6M	+$24.6M	6	19.24%	Increased
1481	IP Interval Partners New York	$54.6M	-$27.2M	4	2.17%	Reduced
1482	Harvey Capital Management Palm Beach, Florida	$54.6M	-$351K	6	21.51%	Reduced
1483	Clear Harbor Asset Management Stamford, Connecticut	$54.6M	+$14.9M	8	5.63%	Increased
1484	Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$54.5M	-$191M	1	15.79%	Reduced
1485	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$54.4M	-$4.55M	5	4.13%	Reduced
1486	Genesis Investment Management London, United Kingdom	$54.4M	-$37.5M	2	5.9%	Reduced
1487	CCM Cohen Capital Management Corte Madera, California	$54.3M	-$143K	7	10.98%	Reduced
1488	Anderson Hoagland & Co St Louis, Missouri	$54.2M	-$1.04M	2	7.78%	Reduced
1489	Avitas Wealth Management Los Angeles, California	$54.2M	+$2.65M	7	10.61%	Increased
1490	RiverFront Investment Group Richmond, Virginia	$54M	-$3.17M	3	1.91%	Reduced
1491	Centiva Capital New York	$54M	+$37.7M	11	1.33%	Increased
1492	Clarkston Capital Partners Rochester, Michigan	$53.8M	+$469K	6	1%	Increased
1493	FourThought Financial Partners Venice, Florida	$53.8M	+$1.22M	7	7.38%	Increased
1494	Polaris Capital Management Boston, Massachusetts	$53.7M	$0	1	2%	Maintained
1495	Horiko Capital Management New York	$53.5M	+$14.5M	4	32.19%	Increased
1496	Geneos Wealth Management Englewood, Colorado	$53.5M	-$2.77M	25	3.25%	Reduced
1497	D.L. Carlson Investment Group Concord, New Hampshire	$53.4M	+$600K	7	12.12%	Increased
1498	Financial Advocates Investment Management Olympia, Washington	$53.4M	-$10.4M	11	3.84%	Reduced
1499	Corda Investment Management Houston, Texas	$53.3M	+$2.64M	4	4.26%	Increased
1500	Stillwater Capital Advisors Devon, Pennsylvania	$53.3M	-$1.24M	4	10.35%	Reduced