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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	HC Henshaw Capital Woburn, Massachusetts	$96.6M	+$261K	8	8.77%	Increased
802	Windward Capital Management Los Angeles, California	$96.5M	+$96K	6	13.63%	Increased
803	Mariner Overland Park, Kansas	$96.4M	+$7.33M	11	2.73%	Increased
804	Avity Investment Management Greenwich, Connecticut	$95.8M	-$2.11M	6	12.15%	Reduced
805	CK Cohen Klingenstein New York	$95.8M	-$826K	7	13.1%	Reduced
806	TCP Tourbillon Capital Partners New York	$95.3M	+$25.1M	3	3.69%	Increased
807	Gamble Jones Investment Counsel Pasadena, California	$95.2M	+$1.91M	8	9.55%	Increased
808	Meitav Investment House Bene-Beraq, Israel	$94.5M	+$11.2M	14	4.22%	Increased
809	Caxton Associates (New York) New York	$94.4M	+$34.1M	9	4.77%	Increased
810	Ingalls & Snyder LLC New York	$94.2M	+$323K	8	4.37%	Increased
811	Stack Financial Management Whitefish, Montana	$94M	-$364K	3	10.89%	Reduced
812	Zeke Capital Advisors Berwyn, Pennsylvania	$93.8M	+$34.2M	13	8.74%	Increased
813	Alta Capital Management Salt Lake City, Utah	$93.7M	-$361K	6	5.77%	Reduced
814	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$93.6M	-$402K	6	10.73%	Reduced
815	First National Bank of Omaha Omaha, Nebraska	$93.3M	+$3.03M	6	5.48%	Increased
816	Howard Capital Management (New York) New York	$93.2M	-$795K	5	13.41%	Reduced
817	BPI Battery Partners IX Boston, Massachusetts	$93.2M	$0	1	22.78%	Maintained
818	WMS Partners Towson, Maryland	$93M	+$134K	8	10.82%	Increased
819	GAMCO Investors Greenwich, Connecticut	$92.9M	+$9.6M	7	0.63%	Increased
820	CPWM LLC Seattle, Washington	$92.8M	+$774K	7	14.08%	Increased
821	RIG Roosevelt Investment Group New York	$92.4M	-$2.61M	5	8.65%	Reduced
822	Old Mutual Customised Solutions Pinelands, South Africa	$92.4M	+$173K	12	9.2%	Increased
823	HC Hillman Company Pittsburgh, Pennsylvania	$92.1M	-$5.13M	3	25.6%	Reduced
824	Maryland Capital Management Towson, Maryland	$92M	-$1.86M	6	12.81%	Reduced
825	Locust Wood Capital Advisers New York	$91.9M	+$29.9M	3	7.32%	Increased