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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	Ingalls & Snyder LLC New York	$79M	-$1.75M	8	4.66%	Reduced
702	PRCM Pine River Capital Management Minnetonka, Minnesota	$78.4M	-$43.6M	7	0.87%	Reduced
703	MIS Morningstar Investment Services Chicago, Illinois	$78.3M	+$2.61M	5	2.47%	Increased
704	Twin Capital Management Mcmurray, Pennsylvania	$77.7M	+$1.18M	8	5.84%	Increased
705	BAM Barrett Asset Management New York	$77M	-$7.98M	7	6.66%	Reduced
706	WI Wafra Inc New York	$76.7M	-$5.04M	5	9.35%	Reduced
707	Cadian Capital Management New York	$76.7M	+$72.2M	4	4.21%	Increased
708	Braun Stacey Associates New York	$76.2M	-$6.35M	7	4.94%	Reduced
709	Advisor Group Phoenix, Arizona	$76.1M	+$76M	18	2%	New
710	Obermeyer Wealth Partners Aspen, Colorado	$76M	+$22.1M	4	7.56%	Increased
711	Inverness Counsel New York	$75.8M	+$1.16M	4	5.89%	Increased
712	Formuepleje A/S Aarhus C, Denmark	$75M	+$17.4M	3	10.25%	Increased
713	SCM Somerset Capital Management London, United Kingdom	$74.3M	+$16.4M	1	21.98%	Increased
714	UMB Bank Kansas City, Missouri	$74.2M	+$976K	7	3.12%	Increased
715	Alta Capital Management Salt Lake City, Utah	$73.6M	+$7.06M	5	4.55%	Increased
716	Chesley Taft & Associates Chicago, Illinois	$73M	-$1.14M	6	7.49%	Reduced
717	Edmond de Rothschild Asset Management (France) Paris, France	$72.5M	-$6.55M	7	3.24%	Reduced
718	Newbrook Capital Advisors New York	$72.4M	-$46.8M	2	8.86%	Reduced
719	Cortland Associates St Louis, Missouri	$72.2M	+$9.37M	5	15.84%	Increased
720	Darrell & King Charlottesville, Virginia	$72.2M	-$3.06M	3	13.5%	Reduced
721	Sprucegrove Investment Management Toronto, Ontario, Canada	$72.1M	-$2.48M	3	2.97%	Reduced
722	HCM Herndon Capital Management Atlanta, Georgia	$71.9M	-$7.82M	10	2.76%	Reduced
723	EP Edinburgh Partners Edinburgh, United Kingdom	$71.7M	-$25.4M	4	10.88%	Reduced
724	AC Asturias Capital New York	$71.5M	+$42.9M	3	24.65%	Increased
725	Park National Corp Newark, Ohio	$71.4M	+$1.1M	7	4.56%	Increased