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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
2051	MIP Marietta Investment Partners Milwaukee, Wisconsin	$66.5M	-$3.03M	7	11.43%	Reduced
2052	SC Shellback Capital Boston, Massachusetts	$66.4M	+$56.1M	5	5.82%	Increased
2053	AGC Alden Global Capital Brandon, Florida	$66.4M	+$31.8M	5	24.36%	Increased
2054	TA Trivest Advisors Hong Kong	$66.4M	-$11.6M	2	2.09%	Reduced
2055	SIA SeaBridge Investment Advisors Summit, New Jersey	$66.3M	+$777K	10	9.58%	Increased
2056	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$66.3M	-$3.47M	6	9.03%	Reduced
2057	AFIA America First Investment Advisors Omaha, Nebraska	$66.3M	-$992K	3	12.3%	Reduced
2058	WC Waterloo Capital Austin, Texas	$66.3M	+$7.24M	9	3.72%	Increased
2059	LA Lynch & Associates Newburgh, Indiana	$66.3M	-$144K	5	11.57%	Reduced
2060	RFM Royal Fund Management Lady Lake, Florida	$66.2M	-$3.14M	12	5.51%	Reduced
2061	CFLC California First Leasing Corp Newport Beach, California	$66.1M	$0	5	14.04%	Maintained
2062	MCM McDonough Capital Management Orlando, Florida	$66.1M	+$9.56M	5	33.03%	Increased
2063	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$66M	+$1.29M	8	9.62%	Increased
2064	3CP 3G Capital Partners New York	$65.9M	-$23.2M	4	17.67%	Reduced
2065	JPWM Jamison Private Wealth Management Milton, Georgia	$65.9M	+$3.6M	8	6.66%	Increased
2066	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$65.7M	+$10.3M	3	7.57%	Increased
2067	SAM Sompo Asset Management Tokyo, Japan	$65.6M	-$3.13M	6	10.77%	Reduced
2068	Copeland Capital Management Conshohocken, Pennsylvania	$65.5M	+$3.43M	4	1.35%	Increased
2069	UOIF University of Illinois Foundation Champaign, Illinois	$65.4M	+$36.7M	2	11.69%	Increased
2070	XF XML Financial Bethesda, Maryland	$65.4M	+$82.1K	6	4.76%	Increased
2071	RIP RAM Investment Partners Bellevue, Washington	$65.4M	-$2.8M	5	10.45%	Reduced
2072	AA Alta Advisers London, United Kingdom	$65.3M	+$29.2M	8	14.81%	Increased
2073	WIM Westside Investment Management Santa Monica, California	$65M	+$736K	16	8.54%	Increased
2074	MCS Mercuria Capital Strategies Houston, Texas	$65M	+$43.3M	1	39.84%	New
2075	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$64.8M	-$399K	7	6.48%	Reduced