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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
701	Mid Continent Capital Chicago, Illinois	$49.7M	+$94.6K	4	2.99%	Increased
702	Avenir Corporation Alexandria, Virginia	$48.9M	+$2.62M	1	4.28%	Increased
703	PFM Parsec Financial Management Asheville, North Carolina	$48.9M	+$1.19M	5	5.54%	Increased
704	Highbridge Capital Management New York	$48.9M	-$71.5M	5	0.62%	Reduced
705	Lombard Odier Asset Management (USA) New York	$48.8M	-$110M	2	1.89%	Reduced
706	Salem Investment Counselors Winston Salem, North Carolina	$48.6M	+$1.16M	5	6.02%	Increased
707	Chas P. Smith & Associates (CPS) Lakeland, Florida	$48.6M	+$31.4M	4	3.58%	Increased
708	Allstate Corporation Northbrook, Illinois	$48.6M	+$25.1M	4	1.56%	Increased
709	NAM North American Management Boston, Massachusetts	$48.5M	-$976K	3	8.06%	Reduced
710	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$48.2M	-$4.65M	5	3.52%	Reduced
711	CI Cooper Investors Melbourne, Victoria, Australia	$48.2M	-$9.9M	2	11.23%	Reduced
712	First Citizens Bank & Trust Raleigh, North Carolina	$47.9M	-$1.86M	7	4.33%	Reduced
713	SCM Stux Capital Management New York	$47.9M	-$4.37M	6	5.89%	Reduced
714	Ladenburg Thalmann Financial Services Miami, Florida	$47.6M	+$7.05M	12	1.39%	Increased
715	HSA Hussman Strategic Advisors Ellicott City, Maryland	$47.6M	+$4.75M	3	3.57%	Increased
716	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$47.6M	$0	1	23.25%	Maintained
717	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$47.4M	+$6.78M	5	4.27%	Increased
718	BSPF British Steel Pension Fund London, United Kingdom	$47.4M	-$3.6M	5	4.74%	Reduced
719	Horizon Kinetics New York	$47.4M	+$705K	4	0.59%	Increased
720	LS Investment Advisors Bloomfield Hills, Michigan	$47.3M	+$9.7M	9	3.87%	Increased
721	Brinker Capital Berwyn, Pennsylvania	$47.2M	+$11.5M	6	3.79%	Increased
722	Chesley Taft & Associates Chicago, Illinois	$46.8M	-$7.16M	5	5.02%	Reduced
723	OAM Origin Asset Management London, United Kingdom	$46.6M	+$7.25M	4	3.09%	Increased
724	IG Ithaka Group Arlington, Virginia	$46.4M	+$22.4M	3	7.69%	Increased
725	Windward Capital Management Los Angeles, California	$46.3M	-$5.7M	5	16.82%	Reduced