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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	PFM Parsec Financial Management Asheville, North Carolina	$43.7M	+$1.26M	6	4.75%	Increased
827	Crestwood Advisors Group Boston, Massachusetts	$43.6M	+$1.87M	6	5.67%	Increased
828	Horizon Kinetics New York	$43.6M	-$4.97M	4	0.79%	Reduced
829	Personal Capital Advisors Redwood City, California	$43.6M	+$2.79M	5	2.86%	Increased
830	Visium Asset Management New York	$43.5M	+$10.6M	5	0.59%	Increased
831	Estabrook Capital Management New York	$43.5M	-$1.36M	4	6.27%	Reduced
832	LS Investment Advisors Bloomfield Hills, Michigan	$43.4M	-$1.21M	9	3.49%	Reduced
833	Intact Investment Management Montreal, Quebec, Canada	$43.3M	-$544K	5	1.93%	Reduced
834	Coldstream Capital Management Bellevue, Washington	$42.9M	+$1.01M	5	11.47%	Increased
835	Franklin Street Advisors Chapel Hill, North Carolina	$42.7M	-$625K	6	8.47%	Reduced
836	Aristeia Capital Greenwich, Connecticut	$42.6M	+$43M	1	2.17%	New
837	YHB Investment Advisors West Hartford, Connecticut	$42.6M	+$342K	6	10.06%	Increased
838	WA Wintergreen Advisers Mount Olive, New Jersey	$42.5M	$0	1	8.75%	Maintained
839	D.J. St. Germain Springfield, Massachusetts	$42.4M	-$880K	4	7.1%	Reduced
840	Badgley, Phelps & Bell Seattle, Washington	$42.4M	+$1.08M	6	4.41%	Increased
841	PFM Health Sciences San Francisco, California	$42.3M	-$31.4M	1	1.19%	Reduced
842	FCI Financial Counselors Inc Overland Park, Kansas	$42.3M	-$9.8M	6	2.91%	Reduced
843	Ally Financial Detroit, Michigan	$42.1M	-$10.8M	7	4.28%	Reduced
844	DS Dalal Street West Lake Hills, Texas	$42.1M	$0	1	11.16%	Maintained
845	TM Tiger Management New York	$42.1M	+$7.68M	1	5.62%	Increased
846	JHL Capital Group Chicago, Illinois	$41.6M	+$7.69M	1	4.6%	Increased
847	Montrusco Bolton Investments Montreal, Quebec, Canada	$41.4M	+$1.26M	4	3.55%	Increased
848	CCM Investment Advisers Columbia, South Carolina	$41.3M	-$3.42M	4	4.11%	Reduced
849	Jones Financial Companies Des Peres, Missouri	$41.2M	-$1.07M	5	0.27%	Reduced
850	Bowen Hanes & Co Ponte Vedra Beach, Florida	$41.1M	+$23.8M	3	2.36%	Increased