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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	Parus Finance (UK) London, United Kingdom	$40.4M	-$36.5M	4	25.15%	Reduced
1902	Stewart & Patten Company Lafayette, California	$40.1M	-$1.24M	6	6.97%	Reduced
1903	IIA IPG Investment Advisors San Diego, California	$40M	+$324K	6	8.81%	Increased
1904	Westwind Capital Las Cruces, New Mexico	$40M	+$258K	4	12.3%	Increased
1905	Brian C. Broderick	$40M	+$1.41M	4	11.01%	Increased
1906	Woodmont Investment Counsel Nashville, Tennessee	$40M	-$618K	6	4.23%	Reduced
1907	Arthedge Capital Management Jericho, New York	$39.9M	$0	4	33.77%	Maintained
1908	Greatmark Investment Partners Columbus, Georgia	$39.8M	-$2.08M	6	7.04%	Reduced
1909	Perseverance Asset Management International George Town, Cayman Islands	$39.8M	+$5.36M	2	10.3%	Increased
1910	Sunbelt Securities Houston, Texas	$39.7M	+$1.78M	24	5.5%	Increased
1911	Hayek Kallen Investment Management Fairhope, Alabama	$39.7M	-$952K	6	17.78%	Reduced
1912	Vicus Capital State College, Pennsylvania	$39.7M	+$4.56M	7	4.16%	Increased
1913	Duff & Phelps Investment Management Chicago, Illinois	$39.6M	+$815K	6	0.52%	Increased
1914	STF Management Frisco, Texas	$39.6M	+$14.5M	4	21.04%	Increased
1915	Frank Rimerman Advisors Palo Alto, California	$39.6M	+$8.21M	6	9.57%	Increased
1916	Invenomic Capital Management Boston, Massachusetts	$39.6M	+$20.9M	1	1.66%	Increased
1917	Holderness Investments Company Greensboro, North Carolina	$39.4M	-$4.18M	6	15.34%	Reduced
1918	Azzad Asset Management Falls Church, Virginia	$39.4M	+$280K	5	5.59%	Increased
1919	NorthRock Partners Minneapolis, Minnesota	$39.4M	+$6.33M	7	4.11%	Increased
1920	Live Oak Private Wealth Wilmington, North Carolina	$39.4M	-$18.4K	4	8.39%	Reduced
1921	Timber Creek Capital Management Boston, Massachusetts	$39.3M	-$3.61M	6	14.2%	Reduced
1922	Managed Asset Portfolios Rochester, Michigan	$39.3M	-$1.16M	1	6.02%	Reduced
1923	Polaris Capital Management Boston, Massachusetts	$39.2M	-$18.5M	1	2.11%	Reduced
1924	Polar Asset Management Partners Toronto, Ontario, Canada	$39M	-$16.7M	4	0.87%	Reduced
1925	Jackson Hill Advisors Houston, Texas	$39M	-$1.41M	3	27.95%	Reduced