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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
1801	Crosslink Capital Menlo Park, California	$50.9M	+$1.68M	1	7.56%	Increased
1802	NIC Northwest Investment Counselors Lake Oswego, Oregon	$50.9M	-$365K	5	13.59%	Reduced
1803	Capital Investment Advisory Services Raleigh, North Carolina	$50.8M	-$4.43M	11	4.7%	Reduced
1804	Moloney Securities Asset Management Manchester, Missouri	$50.8M	-$938K	10	8.07%	Reduced
1805	WPI Walter Public Investments Westmount, Canada	$50.8M	+$1.42M	2	10.67%	Increased
1806	Berger Financial Group Plymouth, Minnesota	$50.7M	+$12K	8	5.26%	Increased
1807	MRCM M&R Capital Management Summit, New Jersey	$50.6M	-$384K	11	12.66%	Reduced
1808	Perkins Coie Trust Company Seattle, Washington	$50.6M	+$260K	9	12.77%	Increased
1809	GJCM Grand Jean Capital Management San Francisco, California	$50.5M	-$891K	4	15.11%	Reduced
1810	CRA Financial Services Northfield, New Jersey	$50.5M	-$33.2K	6	12.36%	Reduced
1811	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$50.4M	-$7.9M	3	6.69%	Reduced
1812	Davis Rea Toronto, Ontario, Canada	$50.4M	+$1.32M	4	25.79%	Increased
1813	Atika Capital Management New York	$50.4M	-$10.9M	3	6.75%	Reduced
1814	SP Solel Partners Boston, Massachusetts	$50.4M	-$20.7M	1	7.08%	Reduced
1815	MIC Maxi Investments CY Limassol, Cyprus	$50.3M	+$37.6M	6	14.16%	Increased
1816	Rosenblum Silverman Sutton San Francisco, California	$50.3M	-$1.39M	4	16.01%	Reduced
1817	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$50.3M	-$790K	4	13.54%	Reduced
1818	Mirador Capital Partners Pleasanton, California	$50.3M	+$6.51M	8	10.64%	Increased
1819	Private Management Group Irvine, California	$50.2M	-$2.58M	5	1.92%	Reduced
1820	Arjuna Capital Durham, North Carolina	$50.2M	+$3.34M	5	15.7%	Increased
1821	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$50.1M	-$53.4M	6	5.09%	Reduced
1822	Bedell Frazier Investment Counselling Walnut Creek, California	$50M	+$4.99M	5	13.75%	Increased
1823	PFG Advisors Phoenix, Arizona	$50M	+$498K	7	4.04%	Increased
1824	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$49.9M	-$11.2M	4	18.25%	Reduced
1825	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$49.8M	-$493K	3	5.57%	Reduced