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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
1926	TAM Telemark Asset Management Boston, Massachusetts	$50.4M	-$25.3M	2	6.6%	Reduced
1927	University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$50.3M	-$13.2M	6	8.62%	Reduced
1928	Elk River Wealth Management Denver, Colorado	$50.2M	-$83.3K	4	9.4%	Reduced
1929	Private Management Group Irvine, California	$50.1M	-$3.46M	5	1.79%	Reduced
1930	Ipswich Investment Management Beverly, Massachusetts	$50.1M	-$360K	7	12.44%	Reduced
1931	K.J. Harrison & Partners Toronto, Ontario, Canada	$50.1M	-$18.9M	4	9.79%	Reduced
1932	New Hampshire Trust Concord, New Hampshire	$50M	-$2.24M	5	11.44%	Reduced
1933	Fragasso Financial Advisors Sewickley, Pennsylvania	$50M	-$11.5M	7	3.71%	Reduced
1934	Clearline Capital New York	$50M	+$6.84M	4	3.01%	Increased
1935	Sage Mountain Advisors Atlanta, Georgia	$50M	-$248K	8	3.68%	Reduced
1936	Hedeker Wealth Lincolnshire, Illinois	$49.9M	+$1.22M	5	13.4%	Increased
1937	Bright Rock Capital Management Hanover, Massachusetts	$49.8M	$0	2	10.5%	Maintained
1938	MKC M. Kraus & Co Shelburne, Vermont	$49.8M	+$85.7K	6	15.15%	Increased
1939	Leuthold Group Minneapolis, Minnesota	$49.8M	+$9.09M	6	6.47%	Increased
1940	HCR Wealth Advisors Los Angeles, California	$49.8M	+$555K	6	6.49%	Increased
1941	NG Northstar Group New York	$49.7M	-$98.7K	7	8.06%	Reduced
1942	Claro Advisors Boston, Massachusetts	$49.6M	+$554K	9	6.64%	Increased
1943	Keystone Financial Group (Kentucky) Lexington, Kentucky	$49.6M	+$199K	7	5.05%	Increased
1944	RCM Ratan Capital Management Miami Beach, Florida	$49.6M	-$55.8M	2	16.01%	Reduced
1945	Greatmark Investment Partners Columbus, Georgia	$49.5M	+$773K	6	6.76%	Increased
1946	Farley Capital New York	$49.5M	-$39.6K	5	45.86%	Reduced
1947	Blue Pool Management Causeway Bay, Hong Kong	$49.5M	-$183M	1	100%	Reduced
1948	Mengis Capital Management Portland, Oregon	$49.5M	-$1.37M	6	10.32%	Reduced
1949	Core Alternative Capital Peachtree Corners, Georgia	$49.4M	-$3.2M	9	11.86%	Reduced
1950	Shepherd Financial Partners Winchester, Massachusetts	$49.3M	+$4.99M	7	5.78%	Increased