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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	HLC Hunt Lane Capital New York	$81.1M	-$46.1M	2	12.02%	Reduced
852	Telemus Capital Southfield, Michigan	$81.1M	+$12.4M	8	6.56%	Increased
853	Perpetual Ltd Sydney, New South Wales, Australia	$81M	+$35.2M	5	12.16%	Increased
854	CMG Cavalry Management Group San Francisco, California	$80.9M	-$7.47M	4	18.85%	Reduced
855	Sumitomo Life Insurance Tokyo, Japan	$80.9M	+$2.78M	9	11.21%	Increased
856	Parkwood LLC Cleveland, Ohio	$80.8M	+$11M	7	18.52%	Increased
857	Chilton Capital Management Houston, Texas	$80.5M	+$2.67M	5	7.81%	Increased
858	Baldwin Wealth Partners Marion, Massachusetts	$80.1M	-$118K	9	13.44%	Reduced
859	GAMCO Investors Greenwich, Connecticut	$80.1M	-$3.54M	6	0.68%	Reduced
860	Metropolis Capital Amersham, United Kingdom	$80M	+$83.6M	2	29.95%	New
861	Howland Capital Management Boston, Massachusetts	$79.6M	-$14.3M	7	7.49%	Reduced
862	Gladius Capital Management Chicago, Illinois	$79.6M	+$81.4M	5	3.88%	Increased
863	Eastern Bank Boston, Massachusetts	$79.5M	+$143K	6	5.94%	Increased
864	Tower Bridge Advisors Conshohocken, Pennsylvania	$79.4M	-$4.14M	7	10.23%	Reduced
865	Burney Company Reston, Virginia	$79.4M	+$3.7M	12	5.59%	Increased
866	Levin Capital Strategies New York	$79.4M	+$4.46M	7	1.75%	Increased
867	SI Salesforce Inc San Francisco, California	$79.3M	$0	1	17.98%	Maintained
868	First Long Island Investors Jericho, New York	$79M	+$2.16M	4	11.73%	Increased
869	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$78.6M	-$632K	3	10.53%	Reduced
870	CC Cederberg Capital London, United Kingdom	$78.4M	+$84.6M	1	34.46%	New
871	Twin Tree Management Dallas, Texas	$78.4M	+$37.6M	12	0.49%	Increased
872	NAYA Capital Management (UK) London, United Kingdom	$78.3M	+$9.18M	1	7.97%	Increased
873	Granite Investment Partners El Segundo, California	$78.2M	-$2.22M	6	5.72%	Reduced
874	RCM Roystone Capital Management New York	$78M	+$27.3M	2	13.21%	Increased
875	DCM Decatur Capital Management Decatur, Georgia	$78M	+$14.8M	4	17.54%	Increased