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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	QI Quotient Investors New York	$42.7M	+$13.3M	4	5.84%	Increased
827	LS Investment Advisors Bloomfield Hills, Michigan	$42.7M	-$435K	9	3.17%	Reduced
828	Burney Company Reston, Virginia	$42.7M	+$1.53M	5	2.9%	Increased
829	Paloma Partners Greenwich, Connecticut	$42.5M	+$30.5M	9	0.82%	Increased
830	Cannell & Co New York	$42.4M	-$3.79M	6	1.2%	Reduced
831	Franklin Street Advisors Chapel Hill, North Carolina	$42.4M	+$8.22M	6	7.59%	Increased
832	E. Ohman J:or Asset Management Stockholm, Sweden	$42.1M	+$1.67M	9	9.85%	Increased
833	TAM Taylor Asset Management Toronto, Ontario, Canada	$42M	-$25.2M	2	7.66%	Reduced
834	JCM Jag Capital Management St Louis, Missouri	$41.9M	+$9.02M	6	7.66%	Increased
835	Picton Mahoney Asset Management Toronto, Ontario, Canada	$41.9M	-$2.4M	4	2.07%	Reduced
836	Coldstream Capital Management Bellevue, Washington	$41.8M	+$272K	5	10.93%	Increased
837	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$41.7M	+$591K	3	5.53%	Increased
838	Horizon Kinetics New York	$41.7M	-$2.19M	4	0.6%	Reduced
839	Azimuth Capital Management Bloomfield Hills, Michigan	$41.7M	-$2.86M	6	4.05%	Reduced
840	Bar Harbor Wealth Management Concord, New Hampshire	$41.6M	+$340K	5	5.05%	Increased
841	Covington Capital Management Los Angeles, California	$41.4M	+$154K	5	3.7%	Increased
842	Amalgamated Bank New York	$41.4M	+$1.77M	9	4.06%	Increased
843	NA Newport Asia San Francisco, California	$41.3M	+$10.4M	1	14.35%	Increased
844	CCM Cadence Capital Management Boston, Massachusetts	$41.2M	+$3.56M	4	2.3%	Increased
845	Howard Capital Management (New York) New York	$41.1M	-$438K	4	7.83%	Reduced
846	SRS Investment Management New York	$41.1M	+$43M	1	1.24%	New
847	YHB Investment Advisors West Hartford, Connecticut	$41.1M	+$2.11M	6	8.97%	Increased
848	LGT Capital Partners Pfaeffikon, Switzerland	$40.9M	-$5.79M	4	11.64%	Reduced
849	Matrix Asset Advisors White Plains, New York	$40.8M	-$4.5M	3	5.13%	Reduced
850	Senvest Management New York	$40.5M	-$54	1	2.53%	Reduced