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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	Farmers & Merchants Trust Company Long Beach, California	$61.9M	-$1.48M	6	15.37%	Reduced
1902	Rosenblum Silverman Sutton San Francisco, California	$61.8M	-$1.36M	4	15.54%	Reduced
1903	CFSG Community Financial Services Group Newport, Vermont	$61.8M	-$6.44K	6	12.24%	Reduced
1904	American Assets Investment Management San Diego, California	$61.7M	$0	5	5.02%	Maintained
1905	Bender Robert & Associates Pasadena, California	$61.6M	-$5.66M	5	14.88%	Reduced
1906	South Street Advisors New York	$61.6M	+$40.3K	4	9.44%	Increased
1907	Campbell Capital Management Miami, Florida	$61.5M	-$2.56M	4	24.07%	Reduced
1908	Y.D. More Investments Ramat Gan, Israel	$61.4M	+$3.44M	12	5.53%	Increased
1909	Woodmont Investment Counsel Nashville, Tennessee	$61.4M	+$276K	6	4.54%	Increased
1910	Invesco LLC (Illinois) Des Plaines, Illinois	$61.4M	+$301K	6	24.47%	Increased
1911	Maytus Capital Management New York	$61.4M	+$40.9M	6	21.45%	Increased
1912	Bedell Frazier Investment Counselling Walnut Creek, California	$61.3M	+$8.28M	7	15.2%	Increased
1913	Laurion Capital Management New York	$61.3M	+$40.9M	5	1.12%	Increased
1914	RBF Capital San Francisco, California	$61.3M	-$9.29M	10	3.17%	Reduced
1915	Princeton Global Asset Management Princeton, New Jersey	$61M	+$2.42M	10	11.41%	Increased
1916	Coalescence Partners Investment Management New York	$61M	+$19.9M	2	23.09%	Increased
1917	PFG Advisors Phoenix, Arizona	$61M	-$2.68M	7	3.74%	Reduced
1918	TSM Two Star Manager Miami Beach, Florida	$61M	+$628K	3	28.52%	Increased
1919	GJCM Grand Jean Capital Management San Francisco, California	$60.7M	-$1.18M	4	14.1%	Reduced
1920	Symmetry Investments St Helier, Jersey	$60.6M	+$25.3M	5	3.16%	Increased
1921	Core Alternative Capital Peachtree Corners, Georgia	$60.6M	-$5.89M	9	12.66%	Reduced
1922	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$60.5M	-$215K	13	9.46%	Reduced
1923	Live Oak Private Wealth Wilmington, North Carolina	$60.4M	-$2.39M	5	10.14%	Reduced
1924	IP Interval Partners New York	$60.3M	+$19.5M	6	1.18%	Increased
1925	Buffington Mohr McNeal Boise, Idaho	$60.3M	+$956K	6	10%	Increased