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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	Ingalls & Snyder LLC New York	$90.5M	-$2.18M	8	4.41%	Reduced
802	Boston Common Asset Management Boston, Massachusetts	$90.4M	+$7.68M	6	10.64%	Increased
803	Avity Investment Management Greenwich, Connecticut	$90.3M	-$6.27M	6	11.8%	Reduced
804	South Texas Money Management San Antonio, Texas	$90.3M	+$8.59M	7	4.14%	Increased
805	PFC Poplar Forest Capital Pasadena, California	$90.2M	+$1.58M	5	7.68%	Increased
806	Twin Tree Management Dallas, Texas	$90.2M	-$28.1M	9	0.72%	Reduced
807	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$90.2M	-$182M	4	3.09%	Reduced
808	BloombergSen Toronto, Ontario, Canada	$89.8M	+$29.9M	1	6.5%	Increased
809	First Allied Advisory Services San Diego, California	$89.7M	+$1.67M	13	3.46%	Increased
810	Avenir Corporation Alexandria, Virginia	$89.6M	-$15.5M	2	9.77%	Reduced
811	Peregrine Capital Management Minneapolis, Minnesota	$89.4M	-$8.89M	3	2.18%	Reduced
812	Polaris Capital Management Boston, Massachusetts	$89.2M	+$28.1M	2	3.29%	Increased
813	HC Henshaw Capital Woburn, Massachusetts	$89.1M	+$1.95M	7	8.31%	Increased
814	F.L. Putnam Investment Management Lynnfield, Massachusetts	$88.8M	+$1.5M	6	8.12%	Increased
815	BPI Battery Partners IX Boston, Massachusetts	$88.7M	-$3.31M	1	92.58%	Reduced
816	Crestwood Advisors Group Boston, Massachusetts	$88.6M	-$754K	6	6.94%	Reduced
817	Becker Capital Management Portland, Oregon	$88M	-$2.58M	5	2.92%	Reduced
818	Penserra Capital Management Orinda, California	$87.9M	+$17.6M	11	8.31%	Increased
819	Old Mutual Customised Solutions Pinelands, South Africa	$87.6M	+$1.58M	11	8.94%	Increased
820	EC EMS Capital New York	$87.4M	-$167M	1	7.83%	Reduced
821	Davidson Investment Advisors Great Falls, Montana	$86.9M	-$1.51M	5	9.37%	Reduced
822	Alta Capital Management Salt Lake City, Utah	$86.8M	+$3.47M	6	5.39%	Increased
823	WMS Partners Towson, Maryland	$86.7M	-$6.76M	7	10.29%	Reduced
824	Todd Asset Management Louisville, Kentucky	$86.4M	+$13M	6	2.38%	Increased
825	Curi RMB Capital Chicago, Illinois	$86.3M	-$9.14M	8	2.21%	Reduced