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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	Vision Capital Management Portland, Oregon	$91.4M	-$2.09M	5	11.01%	Reduced
1752	RNC Capital Management Los Angeles, California	$91.3M	-$876K	6	4.15%	Reduced
1753	Broadleaf Partners Hudson, Ohio	$91.1M	-$161K	6	19.21%	Reduced
1754	Arrowpoint Investment Partners Singapore	$90.9M	+$91.3M	4	13.4%	Increased
1755	Alley Investment Management Company Lake Forest, Illinois	$90.8M	-$739K	4	10.63%	Reduced
1756	Titan Global Capital Management USA New York	$90.8M	+$11M	4	13%	Increased
1757	Whalerock Point Partners Providence, Rhode Island	$90.8M	+$2.04M	6	17.26%	Increased
1758	Ameritas Advisory Services Lincoln, Nebraska	$90.7M	+$21.7M	10	3.38%	Increased
1759	Hamilton Capital Partners Atlanta, Georgia	$90.6M	+$195K	4	30.11%	Increased
1760	Warther Private Wealth Akron, Ohio	$90.6M	-$8.8M	6	21.66%	Reduced
1761	Brian C. Broderick	$90.5M	-$928K	6	17.1%	Reduced
1762	Atwood & Palmer Kansas City, Missouri	$90.4M	-$1.62M	8	5.14%	Reduced
1763	Conning Inc Hartford, Connecticut	$90.2M	-$11M	6	3.02%	Reduced
1764	Denali Advisors San Diego, California	$90.2M	+$3.95M	6	10.01%	Increased
1765	Avalon Capital Management Port Of Redwood City, California	$90.2M	-$4M	5	21.57%	Reduced
1766	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$90.1M	-$2.74M	2	27.32%	Reduced
1767	Lingotto Investment Management London, United Kingdom	$89.9M	+$47.9M	4	1.57%	Increased
1768	West Branch Capital Amherst, Massachusetts	$89.8M	+$937K	11	23.13%	Increased
1769	Tree Line Advisors Central, Hong Kong	$89.6M	$0	1	20.41%	Maintained
1770	Sage Mountain Advisors Atlanta, Georgia	$89.5M	-$2.65M	6	4.75%	Reduced
1771	Checchi Capital Advisers Beverly Hills, California	$89.4M	-$2.7M	10	4.57%	Reduced
1772	Texas Yale Capital Corp St. Petersburg, Florida	$89.3M	-$599K	7	2.71%	Reduced
1773	Nicollet Investment Management Minneapolis, Minnesota	$89.3M	-$5.59M	6	28.25%	Reduced
1774	GFI Investment Counsel Toronto, Ontario, Canada	$89M	-$115K	3	9.49%	Reduced
1775	Perennial Advisors New York	$89M	+$1.06M	7	14.92%	Increased