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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
726	First Long Island Investors Jericho, New York	$55.1M	+$4.72M	5	10.7%	Increased
727	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$55.1M	+$3.19M	4	6.89%	Increased
728	TGI Tradewinds Global Investors Los Angeles, California	$55.1M	+$10.2M	3	2.39%	Increased
729	Avenir Corporation Alexandria, Virginia	$55M	+$3.06M	1	4.07%	Increased
730	Farr Miller & Washington Washington, District of Columbia	$54.8M	+$25K	5	6.34%	Increased
731	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$54.6M	+$16.8M	4	7.16%	Increased
732	Cortland Associates St Louis, Missouri	$54.4M	-$275K	4	11.45%	Reduced
733	TCM Tekne Capital Management New York	$54.2M	+$54.8M	2	10.07%	New
734	Alkeon Capital Management New York	$54.2M	-$37.8M	1	1.06%	Reduced
735	Wilmington Savings Fund Society Wilmington, Delaware	$54.1M	-$469K	5	3.14%	Reduced
736	First National Bank of Omaha Omaha, Nebraska	$54M	-$36.5K	5	3.73%	Reduced
737	FCI Financial Counselors Inc Overland Park, Kansas	$54M	-$5.86M	7	3.44%	Reduced
738	Brighton Jones LLC Seattle, Washington	$53.8M	-$6.09M	5	12.3%	Reduced
739	Hikari Tsushin Inc Tokyo, Japan	$53.8M	-$37.3K	3	11.73%	Reduced
740	Shapiro Capital Management Atlanta, Georgia	$53.6M	-$877K	1	1.31%	Reduced
741	Ally Financial Detroit, Michigan	$53.3M	-$16.6M	6	5.39%	Reduced
742	Mogy Joel R Investment Counsel Beverly Hills, California	$53.2M	-$603K	5	10.06%	Reduced
743	SWITC Stewart West Indies Trading Company Boulder, Colorado	$53.1M	$0	2	5.38%	Maintained
744	ARTA A.R.T. Advisors New York	$52.8M	-$17.2M	7	1.76%	Reduced
745	CPM Crescent Park Management East Palo Alto, California	$52.2M	+$16.4M	2	12.34%	Increased
746	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$52.1M	+$5.92M	5	3.08%	Increased
747	Palladium Partners Norfolk, Virginia	$52.1M	+$614K	4	4.65%	Increased
748	South Texas Money Management San Antonio, Texas	$52M	+$7.26M	4	3.01%	Increased
749	Mid Continent Capital Chicago, Illinois	$52M	+$102K	4	2.87%	Increased
750	Howland Capital Management Boston, Massachusetts	$51.8M	-$194K	5	5.31%	Reduced