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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
1876	AC AMS Capital Sao Paulo, Brazil	$56.1M	-$11.5M	4	9.78%	Reduced
1877	Punch & Associates Investment Management Edina, Minnesota	$56.1M	+$2.15M	3	3.09%	Increased
1878	Heron Bay Capital Management Bloomfield Hills, Michigan	$56M	-$1.02M	4	11.78%	Reduced
1879	Capital Asset Advisory Services Williamston, Michigan	$56M	+$404K	6	2.8%	Increased
1880	Proficio Capital Partners Newton, Massachusetts	$56M	-$8.37M	6	5.56%	Reduced
1881	Arvin Capital Management Austin, Texas	$55.9M	+$20.6M	4	17.98%	Increased
1882	Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$55.9M	+$2M	6	14.05%	Increased
1883	Quantbot Technologies New York	$55.8M	+$22.4M	12	2.2%	Increased
1884	Jackson Square Capital San Francisco, California	$55.7M	-$3.31M	6	13.83%	Reduced
1885	MKC M. Kraus & Co Shelburne, Vermont	$55.5M	-$815K	6	16.26%	Reduced
1886	Bright Rock Capital Management Hanover, Massachusetts	$55.4M	+$2.14M	2	11.15%	Increased
1887	TSM Two Star Manager Miami Beach, Florida	$55.4M	+$5.78M	3	26.79%	Increased
1888	New Hampshire Trust Concord, New Hampshire	$55.4M	+$217K	6	11.87%	Increased
1889	Y-Intercept (HK) Hong Kong	$55.2M	+$43.3M	11	3.38%	Increased
1890	TAM Telemark Asset Management Boston, Massachusetts	$55.2M	-$26.8M	2	5.57%	Reduced
1891	Sunbelt Securities Houston, Texas	$55.2M	+$2.7M	19	5.41%	Increased
1892	Two Point Capital Management Pittsford, New York	$55M	+$478K	3	20.07%	Increased
1893	Condor Capital Management Martinsville, New Jersey	$55M	+$796K	4	4.95%	Increased
1894	St. Denis J. Villere & Co New Orleans, Louisiana	$54.9M	+$27.6M	4	4.47%	Increased
1895	Ipswich Investment Management Beverly, Massachusetts	$54.8M	-$362K	7	12.69%	Reduced
1896	Jackson Square Partners Larkspur, California	$54.7M	-$20.1M	3	4.72%	Reduced
1897	Gifford Fong Associates Lafayette, California	$54.6M	$0	6	13.66%	Maintained
1898	Marks Group Wealth Management Minnetonka, Minnesota	$54.6M	+$3.18M	7	5.21%	Increased
1899	Empyrean Capital Partners Los Angeles, California	$54.6M	+$36.1M	1	2.3%	Increased
1900	Elk River Wealth Management Denver, Colorado	$54.6M	+$860K	4	9.93%	Increased