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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	LCM Lomas Capital Management New York	$71.7M	+$6.72M	2	15.43%	Increased
827	Palladium Partners Norfolk, Virginia	$71.6M	+$92.4K	6	5.66%	Increased
828	Standard Investments New York	$71.6M	+$11.1M	1	10.26%	Increased
829	Jericho Capital Asset Management New York	$71.6M	+$66.9M	2	4.07%	New
830	AAM AO Asset Management New York	$71.4M	+$23.6M	4	17.35%	Increased
831	BCM Barometer Capital Management Toronto, Ontario, Canada	$71.2M	+$18.4M	6	7.23%	Increased
832	R.M. Davis Inc Portland, Maine	$71M	-$1.2M	6	3%	Reduced
833	Private Wealth Partners Mill Valley, California	$71M	+$2.26M	6	15.42%	Increased
834	Tower Bridge Advisors Conshohocken, Pennsylvania	$70.9M	-$2.3M	6	8.13%	Reduced
835	Granite Investment Partners El Segundo, California	$70.8M	-$7.63M	6	4.78%	Reduced
836	AL Airain Ltd St. Peter Port, Guernsey	$70.8M	+$50.6M	11	3.13%	Increased
837	Ashfield Capital Partners San Francisco, California	$70.4M	-$2.3M	9	9.64%	Reduced
838	Clarkston Capital Partners Rochester, Michigan	$70.3M	+$2.38M	6	3.14%	Increased
839	NS Partners London, United Kingdom	$70.1M	+$5.06M	6	9.2%	Increased
840	LS Investment Advisors Bloomfield Hills, Michigan	$70.1M	+$3.85M	12	4.28%	Increased
841	Azimuth Capital Management Bloomfield Hills, Michigan	$70M	-$1.36M	9	5.5%	Reduced
842	Citizens Financial Group Providence, Rhode Island	$69.7M	-$2.84M	10	6.17%	Reduced
843	Becker Capital Management Portland, Oregon	$69.5M	-$1.11M	5	2.49%	Reduced
844	Steward Partners Investment Advisory New York	$69.1M	+$12.4M	16	7.76%	Increased
845	Mark Asset Management New York	$68.9M	-$10.6M	4	15.51%	Reduced
846	Myriad Asset Management North Point, Hong Kong	$68.8M	-$48.3M	2	4.8%	Reduced
847	Oslo Pensjonsforsikring Oslo,	$68.5M	+$4.73M	3	30.31%	Increased
848	Moody Lynn & Lieberson Boston, Massachusetts	$68.1M	+$4.14M	6	8.95%	Increased
849	Huber Capital Management El Segundo, California	$68M	+$2.67M	4	3.47%	Increased
850	CK Cohen Klingenstein New York	$67.3M	-$157K	7	10.48%	Reduced