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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
2101	Lathrop Investment Management Little Rock, Arkansas	$33.2M	-$589K	6	7.15%	Reduced
2102	MGM Miura Global Management New York	$33.1M	-$6.61M	2	22.66%	Reduced
2103	L.J. Altfest & Co New York	$33.1M	+$1.02M	8	5.22%	Increased
2104	Truxt Investmentos Rio De Janeiro, Brazil	$33.1M	+$7.03M	4	8.5%	Increased
2105	Silphium Asset Management London, United Kingdom	$33.1M	+$20.5M	4	10.57%	Increased
2106	Glen Eagle Advisors Kingston, New Jersey	$33.1M	-$428K	14	7.67%	Reduced
2107	CCM CAAS Capital Management New York	$33.1M	+$14M	4	2.15%	Increased
2108	Centaurus Financial Anaheim, California	$33M	-$1.01M	13	2.87%	Reduced
2109	Sands Capital Ventures Arlington, Virginia	$33M	+$14.8K	1	9.75%	Increased
2110	Providence Capital Advisors Charlotte, North Carolina	$32.9M	+$5.14M	8	8.62%	Increased
2111	TRUE Private Wealth Advisors Salem, Oregon	$32.9M	+$271K	7	4.56%	Increased
2112	Bridgewater Advisors New York	$32.8M	+$10.4M	6	5.26%	Increased
2113	Shepherd Financial Partners Winchester, Massachusetts	$32.7M	+$2.6M	5	5.13%	Increased
2114	Noesis Capital Mangement Boca Raton, Florida	$32.7M	-$482K	5	8.58%	Reduced
2115	LGT Fund Management Vaduz, Liechtenstein	$32.7M	-$804K	6	15.9%	Reduced
2116	Optimas Capital Central, Hong Kong	$32.7M	+$15.1M	3	22.43%	Increased
2117	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$32.7M	+$167K	6	8.06%	Increased
2118	Hodges Capital Management Dallas, Texas	$32.7M	+$5.88M	6	3.87%	Increased
2119	McDonough Capital Management Orlando, Florida	$32.6M	+$425K	3	30.88%	Increased
2120	Paragon Capital Management (Colorado) Denver, Colorado	$32.6M	-$316K	3	7.33%	Reduced
2121	Jacobi Capital Management Pittston, Pennsylvania	$32.5M	+$781K	6	3.68%	Increased
2122	Herald Investment Management London, United Kingdom	$32.5M	+$183K	10	6.92%	Increased
2123	NFJ Investment Group Dallas, Texas	$32.5M	-$10.3M	3	0.95%	Reduced
2124	Good Life Advisors Reading, Pennsylvania	$32.5M	-$1.02M	7	3.72%	Reduced
2125	Regal Partners Sydney, NSW, Australia	$32.5M	-$26.3M	1	7.25%	Reduced