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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	GAMCO Investors Greenwich, Connecticut	$54.2M	+$23.9M	7	0.36%	Increased
827	LGT Capital Partners Pfaeffikon, Switzerland	$54M	+$13.9M	3	9.75%	Increased
828	Clarkston Capital Partners Rochester, Michigan	$53.9M	+$1.57M	5	2.99%	Increased
829	TM Thrax Management New York	$53.9M	+$3.03M	3	8.4%	Increased
830	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$53.7M	+$8.58M	6	3.77%	Increased
831	Kovitz Investment Group Partners Chicago, Illinois	$53.6M	+$51.5M	4	3.17%	New
832	DCM Decatur Capital Management Decatur, Georgia	$53.5M	+$1.92M	3	7.02%	Increased
833	Light Street Capital Management Palo Alto, California	$53.4M	+$14.2M	1	9.1%	Increased
834	Huber Capital Management El Segundo, California	$53.3M	-$124K	3	2.14%	Reduced
835	CCM Investment Advisers Columbia, South Carolina	$53.1M	-$2.69M	3	4.97%	Reduced
836	HC Henshaw Capital Woburn, Massachusetts	$52.9M	+$50.1M	5	7.02%	New
837	Tower Bridge Advisors Conshohocken, Pennsylvania	$52.7M	-$164K	6	6.58%	Reduced
838	Moody Lynn & Lieberson Boston, Massachusetts	$52.6M	+$11.4M	4	8.29%	Increased
839	Essex Investment Management Boston, Massachusetts	$52.6M	+$114K	5	9.01%	Increased
840	Coldstream Capital Management Bellevue, Washington	$52.1M	-$313K	7	9.48%	Reduced
841	SWITC Stewart West Indies Trading Company Boulder, Colorado	$51.9M	$0	2	5.17%	Maintained
842	LS Investment Advisors Bloomfield Hills, Michigan	$51.9M	+$613K	11	3.87%	Increased
843	MVP Miller Value Partners Sarasota, Florida	$51.8M	-$67.3M	2	1.99%	Reduced
844	Wasatch Advisors Salt Lake City, Utah	$51.7M	-$34.2M	6	0.79%	Reduced
845	DS Dalal Street West Lake Hills, Texas	$51.5M	$0	1	14.94%	Maintained
846	First Allied Advisory Services San Diego, California	$51.4M	+$3.52M	9	2.86%	Increased
847	RIG Roosevelt Investment Group New York	$51.2M	-$29.7M	5	4.56%	Reduced
848	Allstate Corporation Northbrook, Illinois	$51.2M	+$20.8M	4	4.41%	Increased
849	Quest Investment Management Lake Oswego, Oregon	$51.1M	+$1.84M	5	7.03%	Increased
850	CC Colrain Capital Boston, Massachusetts	$51M	-$35.1M	4	8.88%	Reduced