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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	BACM Blue Arrow Capital Management New York	$45.4M	+$5.24M	2	4.41%	Increased
802	Intact Investment Management Montreal, Quebec, Canada	$45.2M	+$1.22M	5	1.86%	Increased
803	RIT Capital Partners London, United Kingdom	$45M	+$47M	1	10.49%	New
804	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$44.9M	+$248K	3	10.86%	Increased
805	BTP Bloom Tree Partners New York	$44.8M	-$9.11M	1	4.06%	Reduced
806	Cambridge Investment Research Advisors Fairfield, Iowa	$44.7M	-$92.2K	7	1.24%	Reduced
807	Columbus Hill Capital Management Short Hills, New Jersey	$44.5M	+$17.8M	2	4.1%	Increased
808	Windward Capital Management Los Angeles, California	$44.4M	-$2.45M	4	11.95%	Reduced
809	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$44.3M	+$579K	8	0.89%	Increased
810	Clarkston Capital Partners Rochester, Michigan	$44.3M	+$1.14M	4	4.55%	Increased
811	Mairs & Power Inc St Paul, Minnesota	$44.2M	-$247K	5	0.63%	Reduced
812	Community Trust & Investment Versailles, Kentucky	$43.8M	-$198K	3	5.73%	Reduced
813	QCI Asset Management Pittsford, New York	$43.8M	+$1.09M	7	6.8%	Increased
814	Janney Capital Management Pittsburgh, Pennsylvania	$43.6M	-$568K	2	1.87%	Reduced
815	RIM Rainier Investment Management Seattle, Washington	$43.6M	-$64.4M	2	1.38%	Reduced
816	AAM AO Asset Management New York	$43.5M	+$26.8M	2	8.85%	Increased
817	Amica Pension Fund Board of Trustees Providence, Rhode Island	$43.5M	-$21.7K	7	5.68%	Reduced
818	F.L. Putnam Investment Management Lynnfield, Massachusetts	$43.5M	+$630K	4	4.84%	Increased
819	Penn Davis McFarland Dallas, Texas	$43.5M	-$1.36M	2	10.13%	Reduced
820	TAM Telemark Asset Management Boston, Massachusetts	$43.4M	-$16.6M	1	11.46%	Reduced
821	Kovitz Investment Group Chicago, Illinois	$43.4M	-$1.51M	3	2.41%	Reduced
822	Hudson Edge Investment Partners Jersey City, New Jersey	$43.2M	-$285K	2	1.82%	Reduced
823	PFM Parsec Financial Management Asheville, North Carolina	$43.1M	-$350K	5	4.33%	Reduced
824	Alta Capital Management Salt Lake City, Utah	$43.1M	+$2.38M	4	3.54%	Increased
825	Jones Financial Companies Des Peres, Missouri	$42.8M	-$314K	5	0.27%	Reduced