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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	Baldwin Wealth Partners Marion, Massachusetts	$45.6M	-$3.1M	6	6.72%	Reduced
777	Horizon Kinetics New York	$45.2M	-$1.06M	4	0.62%	Reduced
778	Windward Capital Management Los Angeles, California	$45.2M	-$800K	4	11.7%	Reduced
779	DFO Duquesne Family Office New York	$45.2M	+$22.2M	2	5.74%	Increased
780	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$45.2M	+$29.3M	8	5.03%	Increased
781	Granite Investment Partners El Segundo, California	$45.1M	+$2.07M	6	3.88%	Increased
782	QV Investors Calgary, Alberta, Canada	$45M	+$7.76M	1	5.14%	Increased
783	Constellation Investments Montgomery, Ohio	$45M	+$1.32M	7	8.6%	Increased
784	Royce & Associates New York	$44.7M	+$5.36M	3	0.17%	Increased
785	WI WBI Investments Red Bank, New Jersey	$44.6M	+$25.7M	5	1.06%	Increased
786	Matrix Asset Advisors White Plains, New York	$44.6M	+$2.81M	3	5.16%	Increased
787	Global Endowment Management Charlotte, North Carolina	$44.3M	+$275K	5	6.94%	Increased
788	Cannell & Co New York	$44.1M	-$29.5M	6	1.28%	Reduced
789	Montrusco Bolton Investments Montreal, Quebec, Canada	$43.9M	-$3.92M	4	3.25%	Reduced
790	Azimuth Capital Management Bloomfield Hills, Michigan	$43.8M	-$1.1M	6	4.25%	Reduced
791	LS Investment Advisors Bloomfield Hills, Michigan	$43.8M	+$241K	9	3.35%	Increased
792	Gamble Jones Investment Counsel Pasadena, California	$43.8M	+$4.03M	5	4.55%	Increased
793	Ionic Capital Management New York	$43.7M	+$6.62M	3	1.71%	Increased
794	Capital Fund Management (CFM) Paris, France	$43.6M	-$31.3M	6	0.6%	Reduced
795	Amica Pension Fund Board of Trustees Providence, Rhode Island	$43.5M	-$1.08M	7	5.67%	Reduced
796	Richard Bernstein Advisors New York	$43.5M	$0	5	5.7%	Maintained
797	Mairs & Power Inc St Paul, Minnesota	$43.4M	+$412K	5	0.6%	Increased
798	F.L. Putnam Investment Management Lynnfield, Massachusetts	$43.4M	+$404K	4	4.84%	Increased
799	Picton Mahoney Asset Management Toronto, Ontario, Canada	$43.3M	+$2.3M	3	1.66%	Increased
800	Community Trust & Investment Versailles, Kentucky	$43.3M	-$5.08M	3	5.82%	Reduced