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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	Cambridge Investment Research Advisors Fairfield, Iowa	$43M	+$1.58M	8	1.22%	Increased
802	JMH J.M. Hartwell New York	$42.9M	+$1.6M	3	9.21%	Increased
803	CI Cooper Investors Melbourne, Victoria, Australia	$42.8M	-$4.83M	2	7.03%	Reduced
804	Tower Bridge Advisors Conshohocken, Pennsylvania	$42.8M	+$825K	5	5.42%	Increased
805	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$42.8M	+$43M	8	0.87%	New
806	Obermeyer Wealth Partners Aspen, Colorado	$42.8M	+$1.72M	4	3.5%	Increased
807	Mizuho Securities USA New York	$42.8M	-$6.53M	6	5.52%	Reduced
808	Oak Ridge Investments Chicago, Illinois	$42.7M	-$115K	3	0.96%	Reduced
809	TIAAOA Teachers Insurance & Annuity Association of America New York	$42.7M	$0	2	1.35%	Maintained
810	PFM Parsec Financial Management Asheville, North Carolina	$42.6M	-$865K	5	4.3%	Reduced
811	CCM Investment Advisers Columbia, South Carolina	$42.6M	-$783K	4	4.15%	Reduced
812	Senvest Management New York	$42.5M	+$8.67M	1	2.64%	Increased
813	Jones Financial Companies Des Peres, Missouri	$42.5M	+$4.1M	5	0.28%	Increased
814	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$42.5M	+$4.04M	6	10.2%	Increased
815	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$42.3M	-$306K	5	2.93%	Reduced
816	Intact Investment Management Montreal, Quebec, Canada	$42M	+$17.4M	5	1.69%	Increased
817	HP Holowesko Partners Nassau, Bahamas	$42M	+$45M	1	3.28%	New
818	Burney Company Reston, Virginia	$42M	+$3.38M	5	2.87%	Increased
819	Spot Trading Chicago, Illinois	$41.9M	-$1.02M	10	0.42%	Reduced
820	D.J. St. Germain Springfield, Massachusetts	$41.9M	+$398K	4	6.05%	Increased
821	Alta Capital Management Salt Lake City, Utah	$41.8M	-$14.8M	3	3.56%	Reduced
822	South Texas Money Management San Antonio, Texas	$41.7M	+$3.09M	4	2.42%	Increased
823	BSPF British Steel Pension Fund London, United Kingdom	$41.3M	-$2.55M	6	3.99%	Reduced
824	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$41.3M	-$93.7K	3	9.11%	Reduced
825	Freestone Capital Holdings Seattle, Washington	$41.1M	+$1.28M	4	6.47%	Increased