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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
751	Salem Investment Counselors Winston Salem, North Carolina	$48.7M	-$433K	6	5.81%	Reduced
752	First Long Island Investors Jericho, New York	$48.4M	+$9.5M	4	9.48%	Increased
753	TGI Tradewinds Global Investors Los Angeles, California	$48.3M	-$5.05M	2	1.95%	Reduced
754	MIM Martin Investment Management Palm Beach Gardens, Florida	$47.9M	+$6.51M	2	6.69%	Increased
755	Avenir Corporation Alexandria, Virginia	$47.9M	-$391K	1	3.48%	Reduced
756	Osborne Partners Capital Management San Francisco, California	$47.7M	-$2.94M	7	6.27%	Reduced
757	WhitTier Trust Company Reno, Nevada	$47.7M	+$578K	10	5.29%	Increased
758	Estabrook Capital Management New York	$47.4M	-$1.83M	5	5.54%	Reduced
759	Cohen & Steers New York	$47.3M	+$14.6M	4	0.13%	Increased
760	LGT Capital Partners Pfaeffikon, Switzerland	$47.2M	+$13.6M	5	12.17%	Increased
761	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$47M	+$43.7M	1	2.42%	New
762	Penn Davis McFarland Dallas, Texas	$46.9M	-$1.05M	2	9.92%	Reduced
763	MCM McKinley Capital Management Anchorage, Alaska	$46.8M	-$3.52M	4	1.87%	Reduced
764	WMS Partners Towson, Maryland	$46.7M	-$7.75M	7	5.72%	Reduced
765	HBK Investments Dallas, Texas	$46.7M	-$34.1M	6	0.44%	Reduced
766	Chilton Capital Management Houston, Texas	$46.5M	+$15.7M	3	4.67%	Increased
767	Laurion Capital Management New York	$46.5M	+$48.9M	2	0.91%	Increased
768	Denver Investment Advisors Denver, Colorado	$46.5M	-$12.1M	8	1.53%	Reduced
769	Kovitz Investment Group Chicago, Illinois	$46.5M	+$1.96M	3	2.55%	Increased
770	Visium Asset Management New York	$46.2M	+$19.7M	9	0.68%	Increased
771	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$46.2M	+$3.05M	5	2.98%	Increased
772	Busey Bank Urbana, Illinois	$46.1M	+$5.21M	5	6.24%	Increased
773	Tufton Capital Management Hunt Valley, Maryland	$46M	+$4.85M	5	8.44%	Increased
774	GW Henssler & Associates Kennesaw, Georgia	$45.8M	-$2.12M	4	5.3%	Reduced
775	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$45.7M	+$9.8M	3	5.36%	Increased