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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	Davidson Investment Advisors Great Falls, Montana	$86.4M	-$1.65M	5	8.98%	Reduced
802	NS Partners London, United Kingdom	$86.4M	-$4.92M	6	9.49%	Reduced
803	Veritable Wilmington, Delaware	$86.3M	-$3.85M	11	1.73%	Reduced
804	Capital Fund Management (CFM) Paris, France	$86M	-$12.6M	7	0.47%	Reduced
805	Crestwood Advisors Group Boston, Massachusetts	$85.9M	+$290K	6	6.83%	Increased
806	Highland Capital Management (Tennessee) Memphis, Tennessee	$85.9M	+$871K	10	6.54%	Increased
807	GAMCO Investors Greenwich, Connecticut	$85.6M	+$19.1M	7	0.54%	Increased
808	PKO Investment Management Joint-Stock Warsaw, Poland	$85.3M	+$12.8M	3	21.25%	Increased
809	Becker Capital Management Portland, Oregon	$85.1M	-$1.73M	5	2.81%	Reduced
810	Oaktree Capital Management Los Angeles, California	$84.7M	-$36.4M	1	1.33%	Reduced
811	Alta Capital Management Salt Lake City, Utah	$84.4M	-$2.71M	5	5.32%	Reduced
812	Private Wealth Partners Mill Valley, California	$84.3M	+$1.39M	6	15.59%	Increased
813	HC Henshaw Capital Woburn, Massachusetts	$84M	+$280K	7	8.02%	Increased
814	CMG Cavalry Management Group San Francisco, California	$83.7M	+$394K	3	24.44%	Increased
815	Baldwin Wealth Partners Marion, Massachusetts	$83.3M	-$1.33M	9	12.97%	Reduced
816	Tower Bridge Advisors Conshohocken, Pennsylvania	$83.3M	+$4.55M	6	8.93%	Increased
817	KPF K2 Principal Fund Toronto, Ontario, Canada	$83.2M	+$7.29M	5	6.02%	Increased
818	Bailard Foster City, California	$83.2M	+$25.7M	8	5.24%	Increased
819	First Allied Advisory Services San Diego, California	$82.9M	+$478K	13	3.3%	Increased
820	R.M. Davis Inc Portland, Maine	$82.8M	+$188K	6	3.25%	Increased
821	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$82.7M	+$1.34M	3	30.75%	Increased
822	Old Mutual Customised Solutions Pinelands, South Africa	$82.5M	+$23.6M	11	8.44%	Increased
823	AAM AO Asset Management New York	$82.5M	-$6.74M	4	21.53%	Reduced
824	F.L. Putnam Investment Management Lynnfield, Massachusetts	$82.3M	+$912K	6	7.54%	Increased
825	BlueCrest Capital Management St Helier, Jersey	$81.8M	+$70.9M	8	2.23%	Increased