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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
1576	Private Capital Advisors Darien, Connecticut	$50.4M	-$1.53M	6	9.41%	Reduced
1577	Steginsky Capital Port Washington, New York	$50.3M	-$444K	2	23.4%	Reduced
1578	Capco Asset Management Tampa, Florida	$50.3M	+$361K	2	17.01%	Increased
1579	Aspiriant LLC Los Angeles, California	$50.3M	+$24.8M	7	3.21%	Increased
1580	Auxano Advisors Bellevue, Washington	$50.3M	+$12.4M	6	30.9%	Increased
1581	HBK Sorce Advisory Erie, Pennsylvania	$50.2M	+$17M	11	3%	Increased
1582	Monetary Management Group St Louis, Missouri	$50.2M	-$1.58M	8	15.8%	Reduced
1583	HA Harbor Advisors West Palm Beach, Florida	$50.2M	$0	6	11.13%	Maintained
1584	SA Strategic Advisors New York	$50.2M	-$496K	7	14.56%	Reduced
1585	NAM North American Management Boston, Massachusetts	$50.2M	-$1.38M	5	6.8%	Reduced
1586	Regents of the University of California Oakland, California	$50.1M	+$10.8M	1	6.53%	Increased
1587	Ashmore Group London, United Kingdom	$50.1M	+$27.1M	1	10.24%	Increased
1588	Sentry Investment Management Stevens Point, Wisconsin	$50.1M	-$245M	9	13.85%	Reduced
1589	Dixon Hubard Feinour & Brown Roanoke, Virginia	$50M	-$18.6M	5	11.86%	Reduced
1590	Towle & Co Denver, Colorado	$49.9M	+$3.67M	1	5.27%	Increased
1591	Capula Management Grand Cayman, Cayman Islands	$49.8M	+$42.2M	5	0.98%	Increased
1592	Slow Capital Greenbrae, California	$49.8M	+$2.62M	10	10.81%	Increased
1593	Torray Investment Partners Bethesda, Maryland	$49.8M	-$15.3M	5	7.79%	Reduced
1594	Transcend Capital Advisors Madison, New Jersey	$49.7M	+$699K	7	5.98%	Increased
1595	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$49.6M	-$10.1M	6	4.41%	Reduced
1596	WealthPLAN Partners Omaha, Nebraska	$49.6M	+$934K	7	3.85%	Increased
1597	Mitchell Capital Management Leawood, Kansas	$49.6M	-$1.75M	5	12.1%	Reduced
1598	Wallington Asset Management Indianapolis, Indiana	$49.5M	-$10.8M	3	8.97%	Reduced
1599	Engineers Gate Manager New York	$49.5M	-$74.3M	19	2.45%	Reduced
1600	Trinity Street Asset Management London, United Kingdom	$49.5M	-$70.4M	2	6.67%	Reduced