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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
1651	Greenoaks Capital Partners Orinda, California	$40.8M	-$15.7M	1	3.11%	Reduced
1652	JAMH Junson Asset Management (HK) Hong Kong	$40.8M	-$16.9M	6	27.71%	Reduced
1653	Avestar Capital New York	$40.8M	-$12.2K	10	10.39%	Reduced
1654	Checchi Capital Advisers Beverly Hills, California	$40.6M	-$1.19M	11	3.79%	Reduced
1655	Exchange Capital Management Ann Arbor, Michigan	$40.6M	+$194K	4	9.41%	Increased
1656	Knightsbridge Asset Management Newport Beach, California	$40.4M	-$931K	5	8.49%	Reduced
1657	Bandera Partners New York	$40.4M	$0	3	16.94%	Maintained
1658	Berger Financial Group Plymouth, Minnesota	$40.4M	+$5.54M	8	5.93%	Increased
1659	Capital Investment Advisory Services Raleigh, North Carolina	$40.4M	+$727K	11	5.23%	Increased
1660	CRB Chad R. Baker	$40.3M	$0	4	11.49%	Maintained
1661	Rollins Financial Atlanta, Georgia	$40.3M	+$9.8M	4	15%	Increased
1662	Qtron Investments Boston, Massachusetts	$40.3M	-$15.2M	12	10.01%	Reduced
1663	IAIM International Assets Investment Management Orlando, Florida	$40.1M	+$302K	10	8.63%	Increased
1664	Polaris Capital Management Boston, Massachusetts	$40.1M	-$396K	1	1.57%	Reduced
1665	Novo Holdings A/S Hellerup, Denmark	$40.1M	$0	1	1.91%	Maintained
1666	Mengis Capital Management Portland, Oregon	$40M	-$1.41M	6	9.48%	Reduced
1667	Distillate Capital Partners Chicago, Illinois	$40M	+$18.4M	3	5.35%	Increased
1668	Growth Interface Management Orlando, Florida	$39.8M	-$6.4M	2	29.35%	Reduced
1669	Rice Partnership Honolulu, Hawaii	$39.8M	+$5.31M	5	12.78%	Increased
1670	Jaffetilchin Investment Partners Tampa, Florida	$39.8M	+$151K	6	5.1%	Increased
1671	Ninety One Cape Town, South Africa	$39.8M	+$2.24M	3	15.76%	Increased
1672	Canvas Wealth Advisors Shawnee, Kansas	$39.7M	+$1.7M	5	16.92%	Increased
1673	Americana Partners Houston, Texas	$39.7M	+$3.42M	5	7.1%	Increased
1674	Bender Robert & Associates Pasadena, California	$39.7M	-$122K	5	15.36%	Reduced
1675	TRB Advisors New York	$39.6M	$0	1	38.91%	Maintained