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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
1976	Managed Asset Portfolios Rochester, Michigan	$48.3M	-$2.65M	1	7.04%	Reduced
1977	Two Point Capital Management Pittsford, New York	$48.3M	+$171K	3	19.88%	Increased
1978	Manhattan West Asset Management Los Angeles, California	$48.2M	+$5.85M	5	11.57%	Increased
1979	Cassaday & Co Wealth Management Mclean, Virginia	$48.2M	+$3.06M	6	1.57%	Increased
1980	Owl Creek Asset Management New York	$48.2M	-$25.9M	1	5.08%	Reduced
1981	Journey Advisory Group Covington, Kentucky	$48M	+$1.05M	8	5.92%	Increased
1982	CL CIM LLC Albany, New York	$47.9M	+$100K	6	7.25%	Increased
1983	Van Berkom & Associates Montreal, Quebec, Canada	$47.9M	-$5.07M	1	1.36%	Reduced
1984	Lingotto Investment Management London, United Kingdom	$47.7M	+$8.42M	2	2%	Increased
1985	One Capital Management Westlake Village, California	$47.6M	+$458K	5	1.73%	Increased
1986	Apriem Advisors Irvine, California	$47.6M	+$411K	6	5.98%	Increased
1987	Stewart & Patten Company Lafayette, California	$47.6M	-$3.91M	6	7.11%	Reduced
1988	Private Capital Advisors Darien, Connecticut	$47.5M	+$894K	4	5.92%	Increased
1989	Pinnbrook Capital Management New York	$47.5M	-$19.1M	3	3.99%	Reduced
1990	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$47.4M	+$1.48M	2	11.41%	Increased
1991	BIT Capital Berlin, Germany	$47.3M	-$10.7M	4	3.51%	Reduced
1992	Alaska Permanent Fund Juneau, Alaska	$47.3M	+$6.01M	7	0.7%	Increased
1993	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$47.3M	+$1.24M	6	11.6%	Increased
1994	Verity & Verity Beaufort, South Carolina	$47.2M	-$11.7M	5	5.26%	Reduced
1995	Arthedge Capital Management Jericho, New York	$47.2M	$0	4	28.77%	Maintained
1996	Prelude Capital Management New York	$47.2M	-$19.8M	14	2.48%	Reduced
1997	Hilltop Holdings Dallas, Texas	$47.1M	-$527K	8	4.86%	Reduced
1998	Royal Fund Management Lady Lake, Florida	$47M	+$5.19M	9	4.62%	Increased
1999	Northwest Capital Management Lake Oswego, Oregon	$47M	-$437K	10	15.04%	Reduced
2000	Knuff & Co Foster City, California	$46.9M	+$231K	8	15.77%	Increased