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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	Ithaka Group Arlington, Virginia	$82.8M	-$4.97M	2	15.26%	Reduced
1602	WoodTrust Financial Wisconsin Rapids, Wisconsin	$82.7M	+$6.2M	8	11.63%	Increased
1603	Legacy Private Trust Neenah, Wisconsin	$82.7M	+$3.3M	6	5.41%	Increased
1604	Iyo Bank Matsuyama, Japan	$82.6M	$0	4	28.23%	Maintained
1605	Intact Investment Management Montreal, Quebec, Canada	$82.3M	+$42.5M	9	2.88%	Increased
1606	Bensler Bellevue, Washington	$82.3M	+$5.49M	5	9.78%	Increased
1607	TCIM TOMS Capital Investment Management New York	$82.1M	+$76.5M	1	2.99%	New
1608	Alpine Associates Management Palm Beach, Florida	$81.9M	+$8.56M	1	4.97%	Increased
1609	Alta Park Capital San Francisco, California	$81.9M	-$29.5M	3	10.71%	Reduced
1610	HA Harbor Advisors West Palm Beach, Florida	$81.7M	+$293K	8	12.84%	Increased
1611	KFS Kurt F. Somerville	$81.7M	-$530K	6	13.72%	Reduced
1612	TenCore Partners New York	$81.7M	-$3.18M	3	40.29%	Reduced
1613	Marble Harbor Investment Counsel Boston, Massachusetts	$81.5M	-$208K	7	8.99%	Reduced
1614	BC Belmont Capital Los Angeles, California	$81.5M	-$10.8M	7	13.26%	Reduced
1615	Blue Trust Inc Alpharetta, Georgia	$81.4M	-$16.7M	24	1.04%	Reduced
1616	Hills Bank & Trust North Liberty, Iowa	$81.4M	-$612K	7	6.12%	Reduced
1617	Checchi Capital Advisers Beverly Hills, California	$81.2M	+$707K	9	4.73%	Increased
1618	Smartleaf Asset Management Boston, Massachusetts	$81.2M	+$14.6M	24	8.28%	Increased
1619	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$81.2M	-$5.79M	11	3.84%	Reduced
1620	L1 Capital International Sydney NSW 2000, Australia	$81.1M	+$5.97M	3	24.92%	Increased
1621	Simon Quick Advisors Morristown, New Jersey	$81.1M	+$4.14M	7	4.86%	Increased
1622	Bourne Lent Asset Management Pawling, New York	$81M	-$3.19M	5	30.9%	Reduced
1623	Sava Infond Maribor, Slovenia	$81M	+$77.9M	5	14.31%	New
1624	Magnetar Financial Evanston, Illinois	$80.8M	-$1.88M	6	1.85%	Reduced
1625	AIS AM Investment Strategies Chattanooga, Tennessee	$80.7M	-$5.12M	6	19.65%	Reduced