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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	Maryland Capital Management Towson, Maryland	$101M	+$650K	6	12.53%	Increased
802	CPWM LLC Seattle, Washington	$101M	+$1.02M	7	14.51%	Increased
803	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$101M	+$17.4M	8	10.21%	Increased
804	Carnegie Investment Counsel Pepper Pike, Ohio	$100M	+$18.6M	7	6.88%	Increased
805	Mercer Global Advisors Denver, Colorado	$100M	+$93.8M	14	3.6%	New
806	Consulta London, United Kingdom	$100M	+$6.77M	1	9.92%	Increased
807	MI Markston International White Plains, New York	$100M	-$2.72M	6	11.72%	Reduced
808	Optimus Prime Fund Management Grand Cayman, Cayman Islands	$100M	+$7.24M	6	36.35%	Increased
809	Cryder Capital Partners London, United Kingdom	$100M	+$743K	2	15.33%	Increased
810	Newbrook Capital Advisors New York	$100M	-$85.7M	2	8.09%	Reduced
811	Raymond James Trust St. Petersburg, Florida	$99.5M	+$1.29M	12	5.74%	Increased
812	RIG Roosevelt Investment Group New York	$99.4M	-$3.86M	6	12.38%	Reduced
813	Howard Capital Management (New York) New York	$99.1M	-$1.26M	5	14%	Reduced
814	AAM AO Asset Management New York	$98.7M	-$26.5M	4	10.79%	Reduced
815	Boston Financial Management Boston, Massachusetts	$98.6M	-$659K	6	5.99%	Reduced
816	New Mountain Vantage Advisers New York	$98.4M	-$13.9M	2	11.5%	Reduced
817	KM Kylin Management New York	$98.3M	-$57.5M	1	20.47%	Reduced
818	Timucuan Asset Management Jacksonville, Florida	$98.2M	+$2.54M	1	6.55%	Increased
819	Meritage Portfolio Management Overland Park, Kansas	$97.7M	-$46.6K	6	9.9%	Reduced
820	Philadelphia Trust Company Philadelphia, Pennsylvania	$97.7M	+$11.4M	7	8.61%	Increased
821	Corvex Management New York	$97.4M	-$68.5M	2	6.79%	Reduced
822	Caledonia Investments plc (UK) London England, United Kingdom	$97.2M	-$5.04M	2	27.89%	Reduced
823	Metropolis Capital Amersham, United Kingdom	$97.1M	+$4.86M	2	27.29%	Increased
824	Obermeyer Wealth Partners Aspen, Colorado	$97.1M	-$1.91M	4	9.13%	Reduced
825	First Long Island Investors Jericho, New York	$96.2M	+$4.3M	5	12.42%	Increased