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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
1501	Private Capital Advisors Darien, Connecticut	$70.7M	-$8.7M	5	11.29%	Reduced
1502	Rothschild Capital Partners New York	$70.7M	-$1.71M	4	21.09%	Reduced
1503	AlphaCrest Capital Management New York	$70.5M	+$38.7M	18	2.62%	Increased
1504	Symmetry Partners Glastonbury, Connecticut	$70.4M	-$1.55M	10	4.48%	Reduced
1505	Matthew Goff Investment Advisor Houston, Texas	$70.4M	-$3.59M	6	16.12%	Reduced
1506	Harvey Capital Management Palm Beach, Florida	$69.8M	-$335K	6	21.65%	Reduced
1507	FPCM Financial Partners Capital Management New York	$69.7M	-$6.4M	6	12.35%	Reduced
1508	Merriman Wealth Management Seattle, Washington	$69.6M	-$17M	7	5.08%	Reduced
1509	Greenwood Gearhart Fayetteville, Arkansas	$69.3M	+$3.22M	5	9.55%	Increased
1510	MGO One Seven Beachwood, Ohio	$69.1M	+$11.8M	9	7.17%	Increased
1511	Ballentine Partners Waltham, Massachusetts	$69.1M	+$10.9M	11	2.07%	Increased
1512	Light Street Capital Management Palo Alto, California	$69M	+$8.56M	3	4.13%	Increased
1513	Rossmore Private Capital Glastonbury, Connecticut	$68.8M	+$392K	7	10.75%	Increased
1514	Veritas Investment Management (UK) London, United Kingdom	$68.8M	-$11.9M	4	10.61%	Reduced
1515	Wealth Enhancement Advisory Services Plymouth, Minnesota	$68.7M	-$1.57M	6	0.99%	Reduced
1516	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$68.6M	-$34.2M	11	1.8%	Reduced
1517	Bar Harbor Wealth Management Concord, New Hampshire	$68.6M	-$1.96M	6	5.82%	Reduced
1518	Cadinha & Co Honolulu, Hawaii	$68.5M	-$5.63M	4	9.22%	Reduced
1519	Institutional Venture Management XIII Menlo Park, California	$68.5M	+$65.4M	1	18.55%	New
1520	Boussard & Gavaudan Investment Management London, United Kingdom	$68.4M	-$7.68M	1	5.95%	Reduced
1521	Focus Financial Network Minneapolis, Minnesota	$68.3M	+$873K	8	10%	Increased
1522	Griffin Asset Management New York	$68.3M	-$8.78M	8	8.48%	Reduced
1523	RIM Regent Investment Management Louisville, Kentucky	$68.3M	+$1.29M	6	14.88%	Increased
1524	Engineers Gate Manager New York	$68.2M	+$34.8M	19	3.07%	Increased
1525	Kore Private Wealth New York	$68.2M	-$16.5M	10	8.31%	Reduced