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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
1601	Greenlea Lane Capital Management Weston, Connecticut	$47.1M	+$17.1M	2	17.62%	Increased
1602	Western Wealth Management Golden, Colorado	$47M	-$354K	10	6.9%	Reduced
1603	Bell Asset Management Melbourne, Australia	$47M	+$3.08M	3	10.29%	Increased
1604	AG Artal Group Luxembourg	$46.5M	-$62.5M	1	1%	Reduced
1605	Cephei Capital Management Hong Kong	$46.5M	+$54.1M	1	25.71%	New
1606	Smithfield Trust Pittsburgh, Pennsylvania	$46.5M	+$115K	14	3.38%	Increased
1607	FormulaFolio Investments Grand Rapids, Michigan	$46.4M	+$26.6M	8	0.97%	Increased
1608	Transcend Capital Advisors Madison, New Jersey	$46.4M	+$6.69M	7	6.1%	Increased
1609	Synergy Asset Management Vancouver, Washington	$46.4M	+$46.1M	5	14.57%	New
1610	NAM North American Management Boston, Massachusetts	$46.4M	-$1.96M	5	6.56%	Reduced
1611	Thomas White International Chicago, Illinois	$46.3M	+$515K	6	7.23%	Increased
1612	Broad Run Investment Management Arlington, Virginia	$46.2M	-$1.76M	2	3.12%	Reduced
1613	Spearhead Capital Advisors Wellington, Florida	$46.2M	+$1.37M	7	7.34%	Increased
1614	Vision Capital Management Portland, Oregon	$46.1M	-$647K	3	8.57%	Reduced
1615	Stonebridge Capital Advisors St Paul, Minnesota	$46M	+$624K	7	6.96%	Increased
1616	CDAM (UK) London, United Kingdom	$45.9M	-$12.8M	1	7.01%	Reduced
1617	WealthPLAN Partners Omaha, Nebraska	$45.9M	+$706K	6	3.9%	Increased
1618	Vantage Wealth Pasadena, California	$45.8M	+$201K	4	12.33%	Increased
1619	Turiya Advisors Asia Hong Kong	$45.7M	$0	1	16.88%	Maintained
1620	Sabal Trust St. Petersburg, Florida	$45.7M	-$1.56M	6	3.68%	Reduced
1621	Granite Investment Advisors Concord, New Hampshire	$45.7M	-$1.37M	7	8.13%	Reduced
1622	Girard Partners King Of Prussia, Pennsylvania	$45.7M	+$165K	5	7.03%	Increased
1623	Leavell Investment Management Mobile, Alabama	$45.6M	+$706K	6	3.94%	Increased
1624	Renaissance Capital Stamford, Connecticut	$45.6M	+$43.3M	4	6.22%	New
1625	Bronte Capital Management Bondi Junction, Australia	$45.5M	-$58.2M	2	7.19%	Reduced