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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
1901	Formula Growth Montreal, Quebec, Canada	$40.8M	+$8.52M	4	5.62%	Increased
1902	Buffington Mohr McNeal Boise, Idaho	$40.8M	+$3.9M	8	8%	Increased
1903	Ritholtz Wealth Management New York	$40.7M	+$4.51M	8	2.93%	Increased
1904	Wittenberg Investment Management Carlisle, Massachusetts	$40.7M	+$203K	3	16.39%	Increased
1905	AAM Autus Asset Management Scottsdale, Arizona	$40.6M	-$1.43M	5	4.45%	Reduced
1906	Draper Asset Management Smithtown, New York	$40.6M	+$846K	7	40.18%	Increased
1907	Lake Street Advisors Group Portsmouth, New Hampshire	$40.6M	+$897K	6	3%	Increased
1908	Winton Group London, United Kingdom	$40.6M	+$17.6M	14	2.18%	Increased
1909	Lombard Odier Asset Management (Europe) London, United Kingdom	$40.5M	+$15.5M	2	1.98%	Increased
1910	Greenwood Capital Associates Greenwood, South Carolina	$40.3M	-$2.59M	5	6.1%	Reduced
1911	American National Registered Investment Advisor Galveston, Texas	$40.3M	-$517K	9	14.41%	Reduced
1912	Weik Capital Management Wyomissing, Pennsylvania	$40.2M	+$89.5K	4	15.67%	Increased
1913	Institute for Wealth Management Denver, Colorado	$40.2M	+$937K	8	7.06%	Increased
1914	MRCM M&R Capital Management Summit, New Jersey	$40.2M	+$3.43M	8	9.2%	Increased
1915	Allworth Financial Folsom, California	$40.2M	-$1.41M	20	0.74%	Reduced
1916	Mirova Paris, France	$40.1M	-$1.91M	7	4.81%	Reduced
1917	First Financial Bank - Trust Division Hamilton, Ohio	$40.1M	-$1.51M	6	4.37%	Reduced
1918	West Branch Capital Amherst, Massachusetts	$40M	+$693K	14	19.67%	Increased
1919	Aravt Global New York	$40M	-$16.5M	2	15.13%	Reduced
1920	TFS Thoroughbred Financial Services Brentwood, Tennessee	$39.8M	+$1.06M	7	9.97%	Increased
1921	CC Codex Capital New York	$39.8M	-$2.56M	5	20.8%	Reduced
1922	Chase Investment Counsel Charlottesville, Virginia	$39.8M	+$3.9M	5	16.42%	Increased
1923	Cubic Asset Management Boston, Massachusetts	$39.7M	-$102K	6	9.8%	Reduced
1924	Verity & Verity Beaufort, South Carolina	$39.6M	-$36.7K	5	6.25%	Reduced
1925	Jackson Square Capital San Francisco, California	$39.6M	+$904K	8	12.71%	Increased