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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	Blue Whale Capital London, United Kingdom	$84.8M	-$13.6M	2	6.3%	Reduced
1577	Avalon Capital Management Port Of Redwood City, California	$84.8M	-$2.9M	6	27.36%	Reduced
1578	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$84.7M	+$1.04M	5	4.85%	Increased
1579	HBK Sorce Advisory Erie, Pennsylvania	$84.7M	+$2.31M	8	2.55%	Increased
1580	SA Strategic Advisors New York	$84.4M	+$3.98M	7	15.25%	Increased
1581	River Global Investors London, United Kingdom	$84.3M	-$18.9M	7	16.36%	Reduced
1582	TAM Telemark Asset Management Boston, Massachusetts	$84.3M	+$19.3M	4	8.4%	Increased
1583	Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$84.2M	-$1.16M	6	14.2%	Reduced
1584	Canandaigua National Bank & Trust Canandaigua, New York	$84M	-$1.79M	7	8.27%	Reduced
1585	EverSource Wealth Advisors Birmingham, Alabama	$83.9M	+$3.23M	28	4.72%	Increased
1586	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$83.8M	-$1.25M	5	14.85%	Reduced
1587	Generali Investments Management Ljubljana, Slovenia	$83.8M	+$80.5M	6	21.65%	New
1588	CRB Chad R. Baker	$83.7M	-$525K	5	16.39%	Reduced
1589	Zimmer Partners New York	$83.6M	-$13.9M	2	1.44%	Reduced
1590	Seizert Capital Partners Birmingham, Michigan	$83.5M	-$1.68M	3	3.77%	Reduced
1591	Parcion Private Wealth Bellevue, Washington	$83.3M	+$14.1M	8	6.36%	Increased
1592	Greenoaks Capital Partners Orinda, California	$83.3M	$0	2	4.53%	Maintained
1593	Torray Investment Partners Bethesda, Maryland	$83.3M	+$9.9M	5	11.94%	Increased
1594	MLCM M & L Capital Management London, United Kingdom	$83.2M	+$82.4M	3	20.26%	New
1595	Royce & Associates New York	$83.1M	-$8.41M	2	0.77%	Reduced
1596	Ally Financial Detroit, Michigan	$83.1M	-$9.39M	5	10.13%	Reduced
1597	AO Allen Operations New York	$83M	-$2.43M	3	13.15%	Reduced
1598	Clarkston Capital Partners Rochester, Michigan	$82.9M	+$1.14M	6	1.59%	Increased
1599	Bogart Wealth LLC Mclean, Virginia	$82.9M	+$747K	18	3.93%	Increased
1600	Smithfield Trust Pittsburgh, Pennsylvania	$82.8M	-$396	13	4.12%	Reduced