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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	GAMMA Investing Foster City, California	$84.8M	+$26M	26	11.56%	Increased
1502	Clarkston Capital Partners Rochester, Michigan	$84.8M	-$1.37M	6	1.62%	Reduced
1503	Courier Capital Buffalo, New York	$84.7M	+$167K	6	6.73%	Increased
1504	Overbrook Management Corp New York	$84.7M	-$4.13M	4	21.38%	Reduced
1505	GFI Investment Counsel Toronto, Ontario, Canada	$84.6M	-$4.74M	1	11.07%	Reduced
1506	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$84.6M	-$5.43M	5	14.91%	Reduced
1507	Claar Advisors New York	$84.5M	-$4.25M	4	27.15%	Reduced
1508	TAM Telemark Asset Management Boston, Massachusetts	$84.4M	-$7.17M	3	7.35%	Reduced
1509	Whetstone Capital Advisors Shawnee Mission, Kansas	$84.4M	+$2.2M	6	39.16%	Increased
1510	LS Investment Advisors Bloomfield Hills, Michigan	$84.3M	+$2.26M	5	13.15%	Increased
1511	Jasper Ridge Partners Menlo Park, California	$84.2M	-$85.6M	9	2.72%	Reduced
1512	Bourne Lent Asset Management Pawling, New York	$83.9M	-$597K	4	32.15%	Reduced
1513	BC Belmont Capital Los Angeles, California	$83.7M	+$17.3M	9	15.62%	Increased
1514	CCM Cohen Capital Management Corte Madera, California	$83.7M	+$2.03M	8	14.41%	Increased
1515	AO Allen Operations New York	$83.5M	+$1.53K	3	16.34%	Increased
1516	Graham Capital Management Rowayton, Connecticut	$83.5M	-$64.6M	12	1.82%	Reduced
1517	Foster & Motley Cincinnati, Ohio	$83M	-$1.29M	8	5.71%	Reduced
1518	Stratos Wealth Advisors Beachwood, Ohio	$82.9M	+$1.46M	8	4.1%	Increased
1519	Vest Financial Mclean, Virginia	$82.6M	+$9.22M	8	1.98%	Increased
1520	Atomi Financial Group New York	$82.5M	+$19.3M	11	6.11%	Increased
1521	Capital Analysts LLC Fort Washington, Pennsylvania	$82.5M	+$2.06M	13	3.65%	Increased
1522	Leavell Investment Management Mobile, Alabama	$82.4M	+$3.19M	6	4.55%	Increased
1523	Kennedy Capital Management St Louis, Missouri	$82.3M	-$4.5M	4	1.76%	Reduced
1524	Graypoint LLC Albany, New York	$82.1M	+$3.36M	10	5.67%	Increased
1525	Tompkins Financial Ithaca, New York	$82M	-$594K	9	8.59%	Reduced