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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	MainStreet Investment Advisors Chicago, Illinois	$69.4M	-$14.7M	5	9.22%	Reduced
1652	Telos Capital Management San Diego, California	$69.4M	+$358K	6	7.29%	Increased
1653	Holderness Investments Company Greensboro, North Carolina	$69.4M	+$1.4M	6	15.16%	Increased
1654	Fulcrum Capital Seattle, Washington	$69.4M	+$1.48M	4	15.12%	Increased
1655	Thompson Investment Management Madison, Wisconsin	$69.3M	-$659K	6	9.89%	Reduced
1656	University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$69.2M	+$5.28M	7	11.25%	Increased
1657	Edge Capital Group Atlanta, Georgia	$69.2M	+$522K	6	3.07%	Increased
1658	Columbus Hill Capital Management Short Hills, New Jersey	$69.2M	-$1.47M	2	14.15%	Reduced
1659	Aviance Capital Partners Naples, Florida	$69.1M	-$383K	6	9.12%	Reduced
1660	Crosslink Capital Menlo Park, California	$69.1M	-$8.56M	1	9.28%	Reduced
1661	Bellevue Asset Management Bellevue, Washington	$69M	-$189K	10	35.43%	Reduced
1662	Trifecta Capital Advisors Northbrook, Illinois	$68.9M	+$939K	11	14.41%	Increased
1663	Ensemble Capital Management San Francisco, California	$68.7M	-$14.1M	1	5.83%	Reduced
1664	Claret Asset Management Montreal, Quebec, Canada	$68.6M	-$937K	7	11.23%	Reduced
1665	Fragasso Financial Advisors Sewickley, Pennsylvania	$68.6M	-$419K	7	5.27%	Reduced
1666	Zimmer Partners New York	$68.5M	+$2.28M	2	1.25%	Increased
1667	Hutchinson Capital Management San Rafael, California	$68.5M	+$10.8M	5	12.97%	Increased
1668	Financial Engines Advisors Santa Clara, California	$68.5M	+$2.11M	6	0.14%	Increased
1669	Portside Wealth Group Provo, Utah	$68.4M	+$1.36M	9	11.69%	Increased
1670	L1 Capital International Sydney NSW 2000, Australia	$68.4M	+$13.7M	3	21.88%	Increased
1671	LFCM Long Focus Capital Management San Juan, Puerto Rico	$68.4M	$0	2	2.4%	Maintained
1672	MIC Maxi Investments CY Limassol, Cyprus	$68.4M	-$54.9M	7	18.24%	Reduced
1673	Stevens Capital Management Radnor, Pennsylvania	$68.4M	+$47.6M	6	9.73%	Increased
1674	Senvest Management New York	$68.3M	+$15.2M	1	2.38%	Increased
1675	Cullen Investment Group Lafayette, Louisiana	$68.3M	-$1.04M	6	10.18%	Reduced