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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
801	QV Investors Calgary, Alberta, Canada	$43.1M	-$6.13M	1	5.33%	Reduced
802	Windward Capital Management Los Angeles, California	$42.9M	+$323K	4	12.16%	Increased
803	Tufton Capital Management Hunt Valley, Maryland	$42.9M	-$845K	5	7.83%	Reduced
804	Kovitz Investment Group Chicago, Illinois	$42.8M	+$3.21M	3	2.11%	Increased
805	Cambridge Investment Research Advisors Fairfield, Iowa	$42.8M	-$6.22M	10	1.32%	Reduced
806	Tower Bridge Advisors Conshohocken, Pennsylvania	$42.7M	-$1.31M	5	5.25%	Reduced
807	Covington Capital Management Los Angeles, California	$42.6M	+$6.06M	5	3.79%	Increased
808	AL AJO LP Philadelphia, Pennsylvania	$42.6M	+$30.2M	4	0.18%	Increased
809	CCM Cadence Capital Management Boston, Massachusetts	$42.5M	-$23.4M	5	2.47%	Reduced
810	JMH J.M. Hartwell New York	$42.4M	-$8.11M	3	9.9%	Reduced
811	Busey Bank Urbana, Illinois	$42.3M	+$145K	4	5.8%	Increased
812	Glade Brook Capital Partners Greenwich, Connecticut	$42.2M	-$162M	1	7.94%	Reduced
813	Obermeyer Wealth Partners Aspen, Colorado	$41.9M	+$21.2M	4	3.79%	Increased
814	Loews Corp New York	$41.9M	-$9.8M	3	0.28%	Reduced
815	Granite Investment Partners El Segundo, California	$41.8M	+$308K	6	4.7%	Increased
816	Dorsal Capital Management Redwood City, California	$41.8M	-$4.69M	1	8.38%	Reduced
817	WBG Wharton Business Group Malvern, Pennsylvania	$41.7M	+$597K	4	3.45%	Increased
818	ACM Andor Capital Management Rye Brook, New York	$41.6M	-$17.8M	1	2.65%	Reduced
819	Starboard Value New York	$41.6M	+$41.1M	1	0.94%	New
820	Gamble Jones Investment Counsel Pasadena, California	$41.6M	+$1.26M	5	4.3%	Increased
821	TIAAOA Teachers Insurance & Annuity Association of America New York	$41.5M	+$16.5M	2	1.38%	Increased
822	Eastern Bank Boston, Massachusetts	$41.5M	+$2.04M	5	3.29%	Increased
823	Greenwich Wealth Management Greenwich, Connecticut	$41.4M	-$94.9K	4	2.74%	Reduced
824	MIM Martin Investment Management Palm Beach Gardens, Florida	$41.3M	-$5.84M	2	6.8%	Reduced
825	F.L. Putnam Investment Management Lynnfield, Massachusetts	$41.3M	-$1.48M	4	4.8%	Reduced