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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	LBA Lowell Blake & Associates Boston, Massachusetts	$50.1M	+$7.91M	5	19.35%	Increased
1502	JGC J. Goldman & Co New York	$50.1M	+$47.2M	4	2.43%	Increased
1503	North Star Investment Management Chicago, Illinois	$50M	+$746K	17	4.55%	Increased
1504	Seeyond Paris, France	$50M	+$4.9M	14	5.69%	Increased
1505	VAS Valicenti Advisory Services Elmira, New York	$49.9M	+$717K	6	16.29%	Increased
1506	Foster & Motley Cincinnati, Ohio	$49.9M	+$3.61M	7	4.39%	Increased
1507	Checchi Capital Advisers Beverly Hills, California	$49.9M	+$240M	11	4.32%	Increased
1508	Icon Wealth Partners Houston, Texas	$49.9M	+$1.91M	7	5.96%	Increased
1509	Blue Fin Capital Warren, Rhode Island	$49.9M	-$1.2M	5	17.65%	Reduced
1510	Noked Capital Tel Aviv, Israel	$49.6M	+$9.06M	5	11.38%	Increased
1511	Noked Israel Ramat Hasharon, Israel	$49.6M	+$9.06M	5	11.38%	Increased
1512	Mount Yale Investment Advisors Denver, Colorado	$49.4M	-$5M	9	6.23%	Reduced
1513	Garde Capital Seattle, Washington	$49.4M	-$375K	8	6.01%	Reduced
1514	AO Allen Operations New York	$49.3M	$0	3	12.39%	Maintained
1515	MainStreet Investment Advisors Chicago, Illinois	$49.2M	-$6.29M	4	5.65%	Reduced
1516	Smithfield Trust Pittsburgh, Pennsylvania	$49.1M	+$864K	14	3.46%	Increased
1517	Edgestream Partners Princeton, New Jersey	$49.1M	+$22.6M	7	3.87%	Increased
1518	K.J. Harrison & Partners Toronto, Ontario, Canada	$49.1M	+$853K	5	13.24%	Increased
1519	SIM SW Investment Management Telluride, Colorado	$49.1M	-$6.47M	2	27.68%	Reduced
1520	MMG Monetary Management Group St Louis, Missouri	$49M	+$1.1M	8	15.35%	Increased
1521	RCP Rothschild Capital Partners New York	$48.9M	$0	4	20.46%	Maintained
1522	Driehaus Capital Management Chicago, Illinois	$48.8M	+$5.96M	6	0.79%	Increased
1523	Flagship Harbor Advisors Boston, Massachusetts	$48.6M	+$648K	9	5.46%	Increased
1524	PEAK6 Investments Chicago, Illinois	$48.6M	-$64.1M	10	0.22%	Reduced
1525	Capital Investment Counsel Inc Raleigh, North Carolina	$48.5M	+$4.94M	10	12.11%	Increased