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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
1776	Hillhouse Investment Management Grand Cayman, Cayman Islands	$12.9M	+$9.6M	3	0.25%	Increased
1777	CHA Cedar Hill Associates Chicago, Illinois	$12.9M	-$4.54M	1	2.68%	Reduced
1778	Water Island Capital New York	$12.8M	+$2.49M	3	0.73%	Increased
1779	KCP Kenmare Capital Partners New York	$12.8M	$0	1	12.44%	Maintained
1780	TPC Tiger Pacific Capital New York	$12.8M	-$12.7M	1	9.74%	Reduced
1781	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$12.8M	$0	2	0.27%	Maintained
1782	PFS Physicians Financial Services Raleigh, North Carolina	$12.8M	+$63.6K	6	11.01%	Increased
1783	Guinness Asset Management London, United Kingdom	$12.8M	+$993K	2	2.84%	Increased
1784	Ballentine Partners Waltham, Massachusetts	$12.7M	-$2.83M	6	0.91%	Reduced
1785	Joel Isaacson & Co New York	$12.7M	+$203K	7	2.5%	Increased
1786	CIM CIM Investment Management Pittsburgh, Pennsylvania	$12.7M	-$1.22M	7	4.38%	Reduced
1787	SC Scholtz & Company Stamford, Connecticut	$12.7M	+$1.31M	3	10.8%	Increased
1788	WA WealthTrust Axiom Wayne, Pennsylvania	$12.7M	+$331K	4	4.65%	Increased
1789	Dillon & Associates Jackson, Michigan	$12.7M	+$76K	4	5.4%	Increased
1790	NTV Asset Management Charleston, West Virginia	$12.6M	+$2.06M	7	4.01%	Increased
1791	AMG National Trust Bank Greenwood Village, Colorado	$12.6M	-$500K	7	0.97%	Reduced
1792	Laurel Wealth Advisors (California) Solana Beach, California	$12.6M	+$1.74M	6	4.85%	Increased
1793	Hartline Investment Corp Winnetka, Illinois	$12.6M	+$1.58M	6	4.04%	Increased
1794	Aspiriant LLC Los Angeles, California	$12.5M	+$7.36M	7	1.07%	Increased
1795	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$12.5M	$0	2	8.01%	Maintained
1796	AIA AIMZ Investment Advisors Los Altos, California	$12.5M	-$449K	6	10.53%	Reduced
1797	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$12.5M	-$11.1M	10	1.44%	Reduced
1798	1834 Investment Advisors Milwaukee, Wisconsin	$12.5M	+$29.2K	3	2.39%	Increased
1799	Pegasus Partners Mequon, Wisconsin	$12.4M	+$926K	7	5.12%	Increased
1800	MJP Michael J. Puzo	$12.4M	-$361K	3	6.9%	Reduced