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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
851	CCM Investment Advisers Columbia, South Carolina	$49.1M	+$5.21K	3	4.57%	Increased
852	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$48.9M	+$17.6M	2	3.14%	Increased
853	Veritas Investment Management (UK) London, United Kingdom	$48.9M	+$1.75M	5	22.69%	Increased
854	First Allied Advisory Services San Diego, California	$48.9M	-$1.69M	9	2.72%	Reduced
855	Cramer Rosenthal McGlynn Stamford, Connecticut	$48.8M	-$20.1M	4	0.79%	Reduced
856	O'Shaughnessy Asset Management Stamford, Connecticut	$48.7M	-$23.1M	3	1.26%	Reduced
857	Boston Financial Management Boston, Massachusetts	$48.6M	+$11.8M	6	3.96%	Increased
858	Meiji Yasuda Asset Management Tokyo, Japan	$48.6M	+$11.3M	9	6.96%	Increased
859	Merriman Wealth Management Seattle, Washington	$48.4M	+$47M	3	13.66%	Increased
860	DCM Decatur Capital Management Decatur, Georgia	$48.4M	-$4.7M	3	6.53%	Reduced
861	PIMC Praesidium Investment Management Company New York	$48.3M	-$1.34M	1	4.21%	Reduced
862	Chilton Investment Company Stamford, Connecticut	$48.2M	+$44.7M	4	1.71%	Increased
863	Huber Capital Management El Segundo, California	$48.2M	-$2.22M	3	1.98%	Reduced
864	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$48.1M	-$6.24M	6	3.9%	Reduced
865	Kovitz Investment Group Partners Chicago, Illinois	$47.9M	+$1.37M	4	3.33%	Increased
866	DS Dalal Street West Lake Hills, Texas	$47.9M	$0	1	16.16%	Maintained
867	Intact Investment Management Montreal, Quebec, Canada	$47.4M	+$891K	6	1.92%	Increased
868	Neville Rodie & Shaw New York	$47.3M	+$583K	7	5.66%	Increased
869	Private Wealth Partners Mill Valley, California	$47.1M	+$3.4M	6	11.31%	Increased
870	Coldstream Capital Management Bellevue, Washington	$47M	-$1.86M	6	8.32%	Reduced
871	DFO Duquesne Family Office New York	$47M	-$99.3M	2	5.39%	Reduced
872	Maj Invest Holding A/S Copenhagen K, Denmark	$46.9M	+$3M	3	8.26%	Increased
873	CPM Crescent Park Management East Palo Alto, California	$46.6M	+$10.6M	1	10.23%	Increased
874	MGM Miura Global Management New York	$46.5M	-$6.76M	1	4.99%	Reduced
875	Taurus Asset Management New York	$46.4M	+$5.44M	6	8.15%	Increased