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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	Sepio Capital Salt Lake City, Utah	$84.1M	-$1.45M	9	5.98%	Reduced
1627	First Financial Bank - Trust Division Hamilton, Ohio	$84M	+$410K	6	7.38%	Increased
1628	Kora Management Brooklyn, New York	$83.9M	-$62.2M	1	10.32%	Reduced
1629	CWM Cornerstone Wealth Management St. Peters, Missouri	$83.3M	+$3.02M	9	5.06%	Increased
1630	Glynn Capital Management Menlo Park, California	$83.2M	-$6.29M	7	18.72%	Reduced
1631	First National Advisers Omaha, Nebraska	$83.1M	-$469K	5	12.17%	Reduced
1632	Cigna Investments Bloomfield, Connecticut	$83.1M	-$1.31M	10	14.14%	Reduced
1633	No Street GP LP San Francisco, California	$83.1M	+$2.66M	1	6.12%	Increased
1634	Mount Yale Investment Advisors Denver, Colorado	$83.1M	+$1.56M	21	6.48%	Increased
1635	Bridgewater Advisors New York	$83.1M	+$1.88M	11	6.32%	Increased
1636	Westwind Capital Las Cruces, New Mexico	$82.9M	+$697K	4	16.94%	Increased
1637	HA Harbor Advisors West Palm Beach, Florida	$82.6M	$0	8	13.52%	Maintained
1638	KFS Kurt F. Somerville	$82.6M	-$1.33M	6	13.91%	Reduced
1639	Coalescence Partners Investment Management New York	$82.5M	+$1.91M	2	21.29%	Increased
1640	Fulcrum Capital Seattle, Washington	$82.4M	+$586K	4	17.43%	Increased
1641	Goelzer Investment Management Carmel, Indiana	$82.4M	-$28.2K	6	4.51%	Reduced
1642	Holderness Investments Company Greensboro, North Carolina	$82.3M	+$220K	6	17.7%	Increased
1643	Bourne Lent Asset Management Pawling, New York	$82.3M	-$53K	5	31.85%	Reduced
1644	SummitTX Capital Fort Worth, Texas	$82.3M	+$29.5M	11	3.54%	Increased
1645	CMH Wealth Management Portsmouth, New Hampshire	$82.2M	-$5.88M	4	19.13%	Reduced
1646	Harbour Trust & Investment Management Michigan City, Indiana	$82.1M	+$2.06M	6	9.1%	Increased
1647	Nicola Wealth Management Vancouver, British Columbia, Canada	$82.1M	+$4.51M	3	7.69%	Increased
1648	SPX Gestao de Recursos Rio De Janeiro, Brazil	$81.8M	+$51.5M	7	7.63%	Increased
1649	Mirabaud & Cie Geneva, Switzerland	$81.7M	-$10.9M	4	26%	Reduced
1650	Claar Advisors New York	$81.7M	-$2.94M	4	25.03%	Reduced