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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
1751	Cypress Asset Management Houston, Texas	$38.9M	+$1.27M	5	10.83%	Increased
1752	Exchange Capital Management Ann Arbor, Michigan	$38.8M	+$1.12M	5	8.64%	Increased
1753	Holderness Investments Company Greensboro, North Carolina	$38.7M	-$1.17M	7	15.03%	Reduced
1754	Moloney Securities Asset Management Manchester, Missouri	$38.7M	+$714K	9	8.59%	Increased
1755	BCP Berylson Capital Partners Boston, Massachusetts	$38.7M	+$25.8M	2	6.61%	Increased
1756	FourThought Financial Venice, Florida	$38.6M	+$37.5M	17	6.17%	New
1757	GHP Investment Advisors Denver, Colorado	$38.6M	+$2.58M	8	3.67%	Increased
1758	Engine No 1 LLC San Francisco, California	$38.6M	+$37.5M	2	16.63%	New
1759	Pinpoint Asset Management Hong Kong	$38.6M	-$46.5M	1	8.2%	Reduced
1760	Teewinot Capital Advisers New York	$38.5M	$0	4	12.25%	Maintained
1761	Ashford Capital Management Wilmington, Delaware	$38.5M	-$1.84M	5	3.72%	Reduced
1762	Intact Investment Management Montreal, Quebec, Canada	$38.5M	-$43.1K	6	1.24%	Reduced
1763	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$38.4M	+$3.01M	2	7.75%	Increased
1764	YorkBridge Wealth Partners New York	$38.4M	+$8.21M	8	12.86%	Increased
1765	SCM Soros Capital Management New York	$38.4M	-$23.5M	4	10.05%	Reduced
1766	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$38.2M	+$3.92M	10	3.26%	Increased
1767	Stewart & Patten Company Lafayette, California	$38.2M	-$3.39M	6	6.42%	Reduced
1768	Prime Capital Investment Advisors Overland Park, Kansas	$38.2M	+$4.47M	10	2.95%	Increased
1769	LA Lynch & Associates Newburgh, Indiana	$38.2M	+$288K	3	10.39%	Increased
1770	NKCFO LLC Geneva, Illinois	$38.1M	$0	5	15.11%	Maintained
1771	Wright Investors Service Shelton, Connecticut	$38.1M	-$6.81M	6	13.09%	Reduced
1772	PI Pennant Investors Summit, New Jersey	$38M	$0	3	12.23%	Maintained
1773	River Wealth Advisors Camp Hill, Pennsylvania	$38M	+$1.36M	7	8.21%	Increased
1774	M MOTCO San Antonio, Texas	$38M	-$1.97M	12	2.79%	Reduced
1775	ARMC American Research & Management Company Marion, Massachusetts	$38M	+$306K	7	9.87%	Increased