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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	Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$46.5M	$0	6	16.67%	Maintained
1777	Bandera Partners New York	$46.5M	-$3.1M	2	19.73%	Reduced
1778	Grandeur Peak Global Advisors Salt Lake City, Utah	$46.3M	+$10.2M	2	3.16%	Increased
1779	American Assets Investment Management San Diego, California	$46.3M	$0	5	5.15%	Maintained
1780	M MOTCO San Antonio, Texas	$46.2M	-$529K	13	3.03%	Reduced
1781	Steadview Capital Management London, United Kingdom	$46.2M	$0	1	11.39%	Maintained
1782	Rosenblum Silverman Sutton San Francisco, California	$46.2M	-$1.35M	4	15.24%	Reduced
1783	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$46.1M	-$3.82M	3	12.07%	Reduced
1784	China Universal Asset Management Company Shanghai, China	$46.1M	-$3.03M	6	14.22%	Reduced
1785	Avior Wealth Management Omaha, Nebraska	$46M	+$737K	19	2.99%	Increased
1786	Concourse Financial Group Securities Birmingham, Alabama	$46M	-$556K	20	3.49%	Reduced
1787	Bensler Bellevue, Washington	$45.9M	-$75.1K	4	8.72%	Reduced
1788	Marietta Wealth Management Marietta, Georgia	$45.9M	+$6.09M	5	8.66%	Increased
1789	Redwood Investments Boston, Massachusetts	$45.9M	+$9.8M	4	5.61%	Increased
1790	Van Berkom & Associates Montreal, Quebec, Canada	$45.9M	-$9.32M	1	1.66%	Reduced
1791	EEP Edgehill Endowment Partners Hamden, Connecticut	$45.8M	$0	1	8.09%	Maintained
1792	SIM SW Investment Management Telluride, Colorado	$45.8M	-$20.9M	1	16.95%	Reduced
1793	Perkins Coie Trust Company Seattle, Washington	$45.6M	+$678K	7	12.96%	Increased
1794	Csenge Advisory Group Clearwater, Florida	$45.6M	+$2.7M	9	3.06%	Increased
1795	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$45.6M	-$421K	4	12.7%	Reduced
1796	Financial Architects (New Jersey) Marlton, New Jersey	$45.6M	+$8.39M	9	6.88%	Increased
1797	Comerica Securities Detroit, Michigan	$45.4M	+$342K	8	3.15%	Increased
1798	Bender Robert & Associates Pasadena, California	$45.4M	-$2.24M	5	12.54%	Reduced
1799	Punch & Associates Investment Management Edina, Minnesota	$45.3M	-$4.49M	4	2.76%	Reduced
1800	1834 Investment Advisors Milwaukee, Wisconsin	$45.1M	-$7.7M	7	5.38%	Reduced