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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
776	Select Equity Group New York	$47M	+$10.3M	3	0.49%	Increased
777	Amica Pension Fund Board of Trustees Providence, Rhode Island	$46.8M	$0	7	6.11%	Maintained
778	SG Swarthmore Group Philadelphia, Pennsylvania	$46.5M	+$3.54M	2	4.31%	Increased
779	Azimuth Capital Management Bloomfield Hills, Michigan	$46.4M	+$1.17M	5	5.09%	Increased
780	Dorsal Capital Management Redwood City, California	$46.4M	+$44.6M	1	8.31%	New
781	Coldstream Capital Management Bellevue, Washington	$46.2M	+$423K	4	13.13%	Increased
782	MIM Martin Investment Management Palm Beach Gardens, Florida	$46M	-$7.51M	3	8.12%	Reduced
783	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$45.8M	+$5.84M	9	1.6%	Increased
784	Richard Bernstein Advisors New York	$45.7M	+$4.16M	5	4.82%	Increased
785	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$45.7M	+$6.96M	4	4.28%	Increased
786	Advisory Research Chicago, Illinois	$45.5M	-$1.32M	3	0.44%	Reduced
787	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$45.5M	+$9.14M	4	4.25%	Increased
788	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$45.5M	-$433K	5	3.4%	Reduced
789	Neville Rodie & Shaw New York	$45.4M	+$2.75M	5	4.48%	Increased
790	Artemis Investment Management Edinburgh, United Kingdom	$45.3M	+$45M	5	2.27%	New
791	PCM Palestra Capital Management New York	$45.3M	+$5.92M	1	3.87%	Increased
792	Jones Financial Companies Des Peres, Missouri	$45.1M	+$7.37M	5	0.33%	Increased
793	Bar Harbor Wealth Management Concord, New Hampshire	$45M	+$97.9K	5	5.77%	Increased
794	F.L. Putnam Investment Management Lynnfield, Massachusetts	$45M	+$10.8M	4	5.29%	Increased
795	Perpetual Ltd Sydney, New South Wales, Australia	$44.6M	+$5.9M	4	4.82%	Increased
796	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$44.6M	-$35.1M	1	5.4%	Reduced
797	Great Lakes Advisors Chicago, Illinois	$44.5M	+$17.8M	5	1.49%	Increased
798	Constellation Investments Montgomery, Ohio	$44.5M	+$787K	7	9.9%	Increased
799	Quest Investment Management Lake Oswego, Oregon	$44.5M	-$14.1M	5	4.67%	Reduced
800	Shelton Capital Management Denver, Colorado	$44.4M	+$5.72M	8	5.96%	Increased