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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
1626	Seafarer Capital Partners Larkspur, California	$26.7M	+$409K	1	57.25%	Increased
1627	Oxbow Advisors Austin, Texas	$26.7M	-$853K	6	3.25%	Reduced
1628	Private Trust Company Cleveland, Ohio	$26.7M	-$9.42K	6	5.55%	Reduced
1629	SC Saybrook Capital Winston Salem, North Carolina	$26.7M	+$54.5K	2	11.56%	Increased
1630	Zevin Asset Management Boston, Massachusetts	$26.6M	-$2.59M	6	8.7%	Reduced
1631	Lombard Odier Asset Management (Europe) London, United Kingdom	$26.6M	-$20.8M	8	2.66%	Reduced
1632	Wittenberg Investment Management Carlisle, Massachusetts	$26.6M	$0	3	11.28%	Maintained
1633	Greenlea Lane Capital Management Weston, Connecticut	$26.6M	+$4.21M	1	15.79%	Increased
1634	Centiva Capital New York	$26.5M	+$19.4M	7	1.78%	Increased
1635	Citizens Business Bank Ontario, California	$26.4M	-$329K	6	4.56%	Reduced
1636	Maytus Capital Management New York	$26.3M	-$10.8M	5	13.72%	Reduced
1637	Odey Asset Management Group London, United Kingdom	$26.3M	-$36.9M	3	2.13%	Reduced
1638	James Investment Research Alpha, Ohio	$26.3M	+$4.33M	6	1.72%	Increased
1639	Slow Capital Greenbrae, California	$26.3M	-$601K	10	10.45%	Reduced
1640	Capital Investment Counsel Inc Raleigh, North Carolina	$26.3M	-$46.3K	8	9.64%	Reduced
1641	Peak Asset Management Louisville, Colorado	$26.2M	-$278K	6	8.93%	Reduced
1642	American Investment Services Great Barrington, Massachusetts	$26.2M	+$2.76M	3	8.32%	Increased
1643	M MOTCO San Antonio, Texas	$26.2M	-$402K	7	2.61%	Reduced
1644	Hendershot Investments Centreville, Virginia	$26.1M	+$442K	6	8.95%	Increased
1645	WCM Investment Management Laguna Beach, California	$26M	-$105M	3	0.18%	Reduced
1646	Security National Trust Wheeling, West Virginia	$26M	+$854K	8	8.33%	Increased
1647	Blue Fin Capital Warren, Rhode Island	$25.9M	+$397K	6	13.6%	Increased
1648	EFG Asset Management (Americas) Miami, Florida	$25.6M	+$1.88M	5	7.78%	Increased
1649	YorkBridge Wealth Partners New York	$25.6M	+$581K	16	11.8%	Increased
1650	CenturyLink Investment Management Denver, Colorado	$25.6M	+$653K	6	10.43%	Increased