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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
1676	6CM 683 Capital Management New York	$37.8M	$0	1	2.77%	Maintained
1677	SC Shellback Capital Boston, Massachusetts	$37.8M	+$18M	1	2.93%	Increased
1678	Rubric Capital Management (New York) New York	$37.6M	+$35.7M	1	3.51%	New
1679	HBK Investments Dallas, Texas	$37.6M	+$18.5M	9	0.28%	Increased
1680	Hikari Tsushin Inc Tokyo, Japan	$37.6M	$0	1	6.32%	Maintained
1681	Intersect Capital San Ramon, California	$37.6M	+$3.48M	8	10.12%	Increased
1682	Lincoln Capital Lincoln, Nebraska	$37.6M	-$186K	4	13.77%	Reduced
1683	Holderness Investments Company Greensboro, North Carolina	$37.6M	-$869K	7	15.5%	Reduced
1684	CFM Wealth Partners Austin, Texas	$37.6M	+$892K	6	13.7%	Increased
1685	Telos Capital Management San Diego, California	$37.5M	-$2.7M	7	6.55%	Reduced
1686	Analyst IMS Investment Management Services Tel-Aviv, Israel	$37.5M	+$4.22M	8	7.65%	Increased
1687	Sargent Bickham Lagudis Boulder, Colorado	$37.4M	-$830K	11	3.76%	Reduced
1688	Bremer Bank National Association St Paul, Minnesota	$37.4M	-$192K	8	9.87%	Reduced
1689	Tompkins Financial Ithaca, New York	$37.3M	-$251K	7	7.18%	Reduced
1690	Lathrop Investment Management Little Rock, Arkansas	$37.3M	+$186K	4	10.54%	Increased
1691	Altium Wealth Management Purchase, New York	$37.3M	+$745K	6	3.88%	Increased
1692	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$37.2M	-$1.13M	6	4.75%	Reduced
1693	Bellecapital Zurich, Switzerland	$37.2M	-$552K	6	17.01%	Reduced
1694	Edge Capital Group Atlanta, Georgia	$37.1M	+$2.09M	7	3.71%	Increased
1695	Ostrum Asset Management Paris, France	$37.1M	-$12M	3	23.94%	Reduced
1696	Beacon Pointe Advisors Newport Beach, California	$37M	-$5M	7	3.58%	Reduced
1697	M MOTCO San Antonio, Texas	$36.9M	-$439K	12	2.95%	Reduced
1698	PFM Health Sciences San Francisco, California	$36.8M	$0	2	1.7%	Maintained
1699	Portland Hill Asset Management London, United Kingdom	$36.8M	+$1.04M	4	30.58%	Increased
1700	MIM Marco Investment Management Atlanta, Georgia	$36.8M	+$2.58M	7	6.03%	Increased