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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	Windward Capital Management Los Angeles, California	$75.9M	-$122K	5	12.45%	Reduced
827	Becker Capital Management Portland, Oregon	$75.9M	+$939K	5	2.61%	Increased
828	Standard Investments New York	$75.6M	$0	1	15.93%	Maintained
829	R.M. Davis Inc Portland, Maine	$75.3M	+$848K	6	3.11%	Increased
830	Palladium Partners Norfolk, Virginia	$74.8M	-$212K	6	5.7%	Reduced
831	Baldwin Wealth Partners Marion, Massachusetts	$74.4M	-$4.18M	10	11.96%	Reduced
832	VAM ValueInvest Asset Management Luxembourg	$74.4M	-$4.66M	1	4.96%	Reduced
833	First Allied Advisory Services San Diego, California	$74.2M	-$2.98M	13	3.19%	Reduced
834	Regal Partners Sydney, NSW, Australia	$73.6M	+$2.07M	1	14.9%	Increased
835	CMG Cavalry Management Group San Francisco, California	$73.6M	+$11.3M	3	18.59%	Increased
836	Granite Investment Partners El Segundo, California	$73.2M	-$349K	6	4.55%	Reduced
837	Private Wealth Partners Mill Valley, California	$73.1M	-$720K	6	14.71%	Reduced
838	Onex Canada Asset Management Toronto, Ontario, Canada	$72.8M	+$10M	4	7.49%	Increased
839	Maryland Capital Management Towson, Maryland	$72.5M	-$7.48M	6	11.17%	Reduced
840	Tower Bridge Advisors Conshohocken, Pennsylvania	$72.4M	-$935K	6	8.23%	Reduced
841	Hudson Bay Capital Management Stamford, Connecticut	$72.4M	+$10.7M	7	1.8%	Increased
842	Wolverine Asset Management Chicago, Illinois	$72.2M	+$57.3M	5	0.8%	Increased
843	F.L. Putnam Investment Management Lynnfield, Massachusetts	$72.1M	+$71M	5	6.88%	New
844	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$72.1M	-$29.9M	1	19.36%	Reduced
845	First Long Island Investors Jericho, New York	$72M	-$5.43M	4	10.44%	Reduced
846	Ashfield Capital Partners San Francisco, California	$71.9M	-$1.86M	9	9.63%	Reduced
847	Oslo Pensjonsforsikring Oslo,	$71.5M	+$2.77M	3	22.86%	Increased
848	KPF K2 Principal Fund Toronto, Ontario, Canada	$70.8M	+$18.7M	5	4.68%	Increased
849	CIP Champlain Investment Partners Burlington, Vermont	$70.5M	+$23.8M	2	0.83%	Increased
850	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$70.3M	+$8.43M	3	9.38%	Increased