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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
826	Waters Parkerson & Co New Orleans, Louisiana	$42.6M	+$56.7K	4	5.1%	Increased
827	CAM Contour Asset Management New York	$42.4M	+$22.1M	2	2.05%	Increased
828	ITVII IDG Technology Venture Investment III Central, Hong Kong	$42.2M	+$48.9M	1	43.36%	New
829	Washington Trust Westerly, Rhode Island	$42.1M	+$264K	5	3.09%	Increased
830	Caledonia Investments plc (UK) London England, United Kingdom	$42M	+$25.6M	2	18.14%	Increased
831	Findlay Park Partners London, United Kingdom	$41.8M	+$44.2M	1	0.45%	New
832	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$41.8M	+$363K	2	7.81%	Increased
833	Night Owl Capital Management Greenwich, Connecticut	$41.7M	+$8.29M	4	18.7%	Increased
834	GCM Glynn Capital Management Menlo Park, California	$41.6M	-$3.37M	3	14.48%	Reduced
835	Oak Ridge Investments Chicago, Illinois	$41.5M	+$4.95M	4	1.08%	Increased
836	Busey Bank Urbana, Illinois	$41.5M	-$313K	4	6.06%	Reduced
837	Moody Lynn & Lieberson Boston, Massachusetts	$41.4M	+$8.44M	4	6.17%	Increased
838	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$41.2M	+$40.1M	3	5.26%	Increased
839	Greenwich Wealth Management Greenwich, Connecticut	$41.2M	+$281K	4	2.78%	Increased
840	BCM Brown Capital Management Baltimore, Maryland	$41.1M	+$78.1K	6	0.73%	Increased
841	GCM Gabalex Capital Management New York	$41.1M	+$4.42M	2	16.23%	Increased
842	WBG Wharton Business Group Malvern, Pennsylvania	$41M	+$8.36M	4	3.64%	Increased
843	SCM Sandler Capital Management New York	$40.9M	+$41.1M	1	1.94%	New
844	PVH Psagot Value Holdings Tel Aviv, Israel	$40.9M	-$548K	4	1.37%	Reduced
845	Howard Capital Management (New York) New York	$40.8M	+$67.6K	4	8.14%	Increased
846	Jane Street New York	$40.7M	+$8.74M	12	0.42%	Increased
847	Visium Asset Management New York	$40.7M	+$7.37M	6	0.6%	Increased
848	BFO Boston Family Office Boston, Massachusetts	$40.5M	+$168K	8	5.21%	Increased
849	Pekin Hardy Strauss Chicago, Illinois	$40.4M	+$543K	5	6.86%	Increased
850	GLG Partners London, United Kingdom	$40.2M	-$17M	4	0.92%	Reduced