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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
2126	Stoneridge Investment Partners Radnor, Pennsylvania	$26M	-$1.93M	6	15.04%	Reduced
2127	Taconic Capital Advisors New York	$26M	+$468K	2	1.14%	Increased
2128	Monetta Financial Services Wheaton, Illinois	$25.9M	-$2.96M	4	20.27%	Reduced
2129	Capital Impact Advisors Boston, Massachusetts	$25.8M	-$16.5M	6	6.34%	Reduced
2130	Connable Office Inc Kalamazoo, Michigan	$25.8M	+$382K	6	3.96%	Increased
2131	Sunbelt Securities Houston, Texas	$25.8M	+$1.73M	9	5.33%	Increased
2132	Formula Growth Montreal, Quebec, Canada	$25.8M	-$14.9M	4	4.3%	Reduced
2133	3G Capital Partners New York	$25.7M	-$11.7M	3	21.62%	Reduced
2134	Ashmore Group London, United Kingdom	$25.7M	+$4.91M	1	1.04%	Increased
2135	Davis Rea Toronto, Ontario, Canada	$25.7M	+$2.76M	3	14.42%	Increased
2136	Baker Ellis Asset Management Vancouver, Washington	$25.6M	+$514K	7	6.11%	Increased
2137	AO Allen Operations New York	$25.6M	$0	3	5.58%	Maintained
2138	CFSG Community Financial Services Group Newport, Vermont	$25.6M	+$268K	5	8.05%	Increased
2139	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$25.6M	-$766K	4	9.15%	Reduced
2140	CT Chicago Trust Grayslake, Illinois	$25.5M	+$1.77M	8	8.77%	Increased
2141	HeadInvest LLC Portland, Maine	$25.5M	+$1.16M	7	5.42%	Increased
2142	OCM Ogborne Capital Management San Francisco, California	$25.5M	+$25M	1	6.84%	New
2143	Venturi Wealth Management Austin, Texas	$25.5M	-$289K	7	2.64%	Reduced
2144	Harbour Investment Management Edmonds, Washington	$25.5M	+$370K	4	14.21%	Increased
2145	Haverford Financial Services Radnor, Pennsylvania	$25.5M	-$42.6K	2	6.94%	Reduced
2146	Sanders Morris Harris Houston, Texas	$25.4M	+$5.54M	11	5.79%	Increased
2147	swisspartners Vaduz, Liechtenstein	$25.4M	+$26.1M	5	22.27%	New
2148	CIM CIM Investment Management Pittsburgh, Pennsylvania	$25.4M	+$724K	9	8.24%	Increased
2149	HRC Hoertkorn Richard Charles	$25.4M	-$277K	6	13.96%	Reduced
2150	Court Place Advisors Ellicott City, Maryland	$25.4M	-$392K	4	8.48%	Reduced