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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	Moore Capital Management New York	$64M	-$142M	3	2.08%	Reduced
802	F.L. Putnam Investment Management Lynnfield, Massachusetts	$63.9M	-$2.11M	6	7.35%	Reduced
803	Miller Howard Investments Kingston, New York	$63.8M	-$2.59M	1	1.22%	Reduced
804	First National Bank of Omaha Omaha, Nebraska	$63.6M	+$1.01M	6	3.97%	Increased
805	R.M. Davis Inc Portland, Maine	$63.3M	-$225K	6	3.03%	Reduced
806	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$63.3M	+$36.8K	10	3.06%	Increased
807	Glenview Trust Louisville, Kentucky	$63.2M	+$61.4M	7	5.24%	New
808	Crestwood Advisors Group Boston, Massachusetts	$63.1M	-$268K	6	6.11%	Reduced
809	New Mountain Vantage Advisers New York	$63.1M	+$7.43M	1	4.03%	Increased
810	Palladium Partners Norfolk, Virginia	$62.9M	+$331K	5	5.31%	Increased
811	HC Henshaw Capital Woburn, Massachusetts	$62.5M	$0	5	7.38%	Maintained
812	Kovitz Investment Group Partners Chicago, Illinois	$62.3M	+$5.55M	4	3.63%	Increased
813	Janney Capital Management Pittsburgh, Pennsylvania	$62.1M	-$2.22M	5	2.85%	Reduced
814	DCM Decatur Capital Management Decatur, Georgia	$62M	+$4.49M	4	8.91%	Increased
815	SIM Stelliam Investment Management New York	$62M	+$5.86M	1	2.06%	Increased
816	EARNEST Partners Atlanta, Georgia	$61.9M	-$5.68M	11	0.68%	Reduced
817	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$61.9M	+$4.44M	6	4.9%	Increased
818	CAM Contour Asset Management New York	$61.6M	-$35.1M	1	4.37%	Reduced
819	Global Endowment Management Charlotte, North Carolina	$61.6M	+$1.74M	5	9.57%	Increased
820	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$61.6M	+$7.96M	6	5.25%	Increased
821	Todd Asset Management Louisville, Kentucky	$61.6M	-$2.06M	4	1.85%	Reduced
822	Covington Capital Management Los Angeles, California	$61.4M	-$1.81M	6	5.43%	Reduced
823	MSI Financial Services Springfield, Massachusetts	$61.4M	+$6.36M	19	2%	Increased
824	Windward Capital Management Los Angeles, California	$61.3M	-$22.2M	4	11.68%	Reduced
825	South Texas Money Management San Antonio, Texas	$61.1M	-$468K	5	3.21%	Reduced