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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	CK Cohen Klingenstein New York	$86.2M	-$1.25M	8	12.23%	Reduced
827	Gamble Jones Investment Counsel Pasadena, California	$86M	+$4.47M	7	8.56%	Increased
828	Windward Capital Management Los Angeles, California	$85.9M	-$11.2M	6	12.51%	Reduced
829	Clough Capital Partners Boston, Massachusetts	$85.6M	-$18.5M	3	8.19%	Reduced
830	Tran Capital Management San Rafael, California	$85.3M	-$3.86M	2	11.08%	Reduced
831	RIG Roosevelt Investment Group New York	$85.2M	-$3.68M	5	8.03%	Reduced
832	Tower Bridge Advisors Conshohocken, Pennsylvania	$84.9M	+$508K	6	9.42%	Increased
833	First Long Island Investors Jericho, New York	$84.8M	-$4.35M	5	11.74%	Reduced
834	PEAK6 Group Chicago, Illinois	$84.7M	+$4.36M	13	0.37%	Increased
835	Maryland Capital Management Towson, Maryland	$84.7M	-$2.07M	6	12.19%	Reduced
836	Glenview Trust Louisville, Kentucky	$84.6M	+$8.9M	6	5.84%	Increased
837	Howard Capital Management (New York) New York	$84.6M	-$41.4K	5	12.32%	Reduced
838	Cadian Capital Management New York	$84.3M	-$57.6M	2	4.55%	Reduced
839	Global Endowment Management Charlotte, North Carolina	$84.3M	-$2.11M	4	12.14%	Reduced
840	First National Bank of Omaha Omaha, Nebraska	$83.8M	+$3.46M	6	5.01%	Increased
841	Livforsakringsbolaget Skandia Stockholm, Sweden	$83.8M	+$2.74M	11	8.11%	Increased
842	Hudson Bay Capital Management Stamford, Connecticut	$83.6M	+$21.1M	9	1.74%	Increased
843	Hyperion Asset Management Brisbane, Australia	$83.2M	-$4.47M	3	33.45%	Reduced
844	CPWM LLC Seattle, Washington	$83M	+$41.7M	7	12.95%	Increased
845	R.M. Davis Inc Portland, Maine	$82.9M	-$754K	6	3.3%	Reduced
846	Sirios Capital Management Boston, Massachusetts	$82.8M	+$5.31M	2	4.08%	Increased
847	CA Cornerstone Advisors Asheville, North Carolina	$82.6M	$0	4	9.83%	Maintained
848	CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$82.5M	+$88.1M	2	3.81%	New
849	HSC Harbor Spring Capital New York	$82.1M	-$5.71M	2	8.15%	Reduced
850	Mariner Overland Park, Kansas	$82.1M	+$15M	10	2.94%	Increased