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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	Greenwood Capital Associates Greenwood, South Carolina	$62.8M	-$1.98M	6	8.81%	Reduced
1502	Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$62.7M	-$5.26M	1	10.04%	Reduced
1503	Maple Rock Capital Partners Toronto, Ontario, Canada	$62.4M	+$3.83M	1	5.08%	Increased
1504	Stillwater Capital Advisors Devon, Pennsylvania	$62.4M	-$172K	4	11.04%	Reduced
1505	Trust Asset Management Houston, Texas	$62.2M	$0	6	6.45%	Maintained
1506	IGYL I.G.Y. Ltd London, United Kingdom	$62M	$0	1	38.83%	Maintained
1507	CCM Cohen Capital Management Corte Madera, California	$61.9M	-$1.08M	7	12.03%	Reduced
1508	WMS Partners Towson, Maryland	$61.8M	-$3.9M	7	4.86%	Reduced
1509	Private Trust Company Cleveland, Ohio	$61.8M	+$2.46M	21	7.79%	Increased
1510	Adero Partners Pleasanton, California	$61.7M	+$857K	9	6.09%	Increased
1511	Mitchell Capital Management Leawood, Kansas	$61.7M	-$616K	3	14.1%	Reduced
1512	Palisade Capital Management Fort Lee, New Jersey	$61.6M	+$7.11M	6	1.64%	Increased
1513	Bell Asset Management Melbourne, Australia	$61.6M	-$29M	4	10.53%	Reduced
1514	Atlantic Union Bankshares Glen Allen, Virginia	$61.5M	-$6.79M	7	6.13%	Reduced
1515	Horiko Capital Management New York	$61.4M	-$1.26M	4	32.66%	Reduced
1516	GA GFS Advisors Houston, Texas	$61.4M	-$911K	5	13.64%	Reduced
1517	Polaris Capital Management Boston, Massachusetts	$61.3M	-$1.94M	1	2.3%	Reduced
1518	HBK Sorce Advisory Erie, Pennsylvania	$61.3M	-$414K	9	2.59%	Reduced
1519	TCV Trust & Wealth Management Richmond, Virginia	$61.2M	-$1.07M	5	6.51%	Reduced
1520	ARS Wealth Advisors Group St. Petersburg, Florida	$61.2M	+$14.8M	6	9.72%	Increased
1521	Resources Management Corp West Hartford, Connecticut	$61.2M	+$49.6M	8	9.55%	Increased
1522	Thompson Investment Management Madison, Wisconsin	$61.2M	-$3.49M	7	9.93%	Reduced
1523	Albar Capital London, United Kingdom	$61.1M	-$4.73M	3	13.68%	Reduced
1524	Shufro Rose & Co New York	$61.1M	-$571K	7	5.58%	Reduced
1525	Tandem Investment Advisors Charleston, South Carolina	$61.1M	+$1.08M	4	2.68%	Increased