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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	MainStreet Investment Advisors Chicago, Illinois	$79M	-$4.85M	7	11.35%	Reduced
1877	Jackson Square Capital San Francisco, California	$78.9M	+$4.58M	6	15.62%	Increased
1878	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$78.8M	-$1.3M	3	8.63%	Reduced
1879	Montaka Global Sydney,	$78.7M	+$76.7M	4	37.25%	New
1880	Woodmont Investment Counsel Nashville, Tennessee	$78.5M	+$346K	6	4.92%	Increased
1881	Sirios Capital Management Boston, Massachusetts	$78.3M	+$30.7M	3	9.75%	Increased
1882	Perkins Coie Trust Company Seattle, Washington	$78.1M	-$1.01M	10	14.55%	Reduced
1883	DCM Delaney Capital Management Toronto,	$78M	+$77.9M	6	12.92%	New
1884	Stanley-Laman Group Berwyn, Pennsylvania	$77.9M	+$5.05M	10	9.9%	Increased
1885	South Street Advisors New York	$77.7M	-$6.79M	4	10.91%	Reduced
1886	Laffer Tengler Investments Nashville, Tennessee	$77.7M	+$10M	6	11.8%	Increased
1887	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$77.6M	+$93K	4	16.05%	Increased
1888	Van Berkom & Associates Montreal, Quebec, Canada	$77.5M	+$2.01M	1	2.23%	Increased
1889	TSM Two Star Manager Miami Beach, Florida	$77.4M	+$4.38M	2	26.82%	Increased
1890	LA Lynch & Associates Newburgh, Indiana	$77.4M	-$930K	5	14.63%	Reduced
1891	Bellevue Asset Management Bellevue, Washington	$77.3M	-$360K	8	25.01%	Reduced
1892	Alight Capital Management New York	$77.1M	-$10.2M	6	19.7%	Reduced
1893	Condor Capital Management Martinsville, New Jersey	$77M	-$1.74M	5	6.23%	Reduced
1894	Physicians Financial Services Raleigh, North Carolina	$76.9M	-$1.04M	6	20.64%	Reduced
1895	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$76.9M	+$1.72M	5	15.42%	Increased
1896	Moody National Bank Trust Division Galveston, Texas	$76.8M	-$31.6M	10	7.39%	Reduced
1897	Jacobi Capital Management Pittston, Pennsylvania	$76.6M	+$3.96M	8	4.44%	Increased
1898	Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$76.6M	-$8.25M	18	19.29%	Reduced
1899	CT Chicago Trust Grayslake, Illinois	$76.6M	-$4.59M	8	11.97%	Reduced
1900	Managed Asset Portfolios Rochester, Michigan	$76.5M	-$798K	2	9.24%	Reduced