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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
1701	HLC Hunt Lane Capital New York	$36.7M	-$3.95M	1	5.4%	Reduced
1702	ArrowMark Colorado Holdings Denver, Colorado	$36.7M	+$1.54M	4	0.35%	Increased
1703	TCV Trust & Wealth Management Richmond, Virginia	$36.7M	-$785K	6	4.93%	Reduced
1704	Edgar Lomax Company Kingstowne, Virginia	$36.6M	+$1.49M	1	2.82%	Increased
1705	Naman Capital Sao Paulo, Brazil	$36.6M	$0	3	28.33%	Maintained
1706	Sumitomo Mitsui Financial Group Tokyo, Japan	$36.6M	+$16.3M	6	1.25%	Increased
1707	Anchor Investment Management Columbia, South Carolina	$36.6M	+$457K	11	7.42%	Increased
1708	MGO One Seven Beachwood, Ohio	$36.3M	-$1.65M	10	8.63%	Reduced
1709	Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$36.2M	+$36.1M	1	8.91%	New
1710	Oakworth Capital Birmingham, Alabama	$36.1M	-$30K	9	5.86%	Reduced
1711	Xcel Wealth Management Holly Hill, Florida	$36.1M	+$109K	8	18.55%	Increased
1712	Ionic Capital Management New York	$36M	+$34.3M	3	3.01%	Increased
1713	RKL Wealth Management Lancaster, Pennsylvania	$36M	-$102K	5	5.74%	Reduced
1714	IIA IPG Investment Advisors San Diego, California	$36M	+$1.59M	6	10.3%	Increased
1715	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$36M	-$4.77M	5	2.05%	Reduced
1716	Steginsky Capital Port Washington, New York	$36M	+$710K	2	20.34%	Increased
1717	LA Lynch & Associates Newburgh, Indiana	$36M	-$221K	3	10.77%	Reduced
1718	EFG Asset Management (Americas) Miami, Florida	$35.9M	-$573K	6	8.07%	Reduced
1719	SAM Sandell Asset Management New York	$35.8M	$0	3	20.06%	Maintained
1720	3G Capital Partners New York	$35.6M	+$19.9M	4	34.07%	Increased
1721	RWA Wealth Partners Newton, Massachusetts	$35.6M	-$5.57M	8	3.75%	Reduced
1722	Moloney Securities Asset Management Manchester, Missouri	$35.6M	+$117K	8	9.4%	Increased
1723	Intact Investment Management Montreal, Quebec, Canada	$35.6M	-$757K	6	1.23%	Reduced
1724	First Financial Bank - Trust Division Hamilton, Ohio	$35.5M	-$524K	6	4.88%	Reduced
1725	Realta Investment Advisors Wilmington, Delaware	$35.5M	-$457K	9	11.88%	Reduced