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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
876	Insight Holdings Group New York	$36.5M	+$28.1M	1	7.7%	Increased
877	Woodstock Corp Boston, Massachusetts	$36.5M	+$1.21M	6	6.78%	Increased
878	Pekin Hardy Strauss Chicago, Illinois	$36.5M	-$4.22M	5	6.79%	Reduced
879	CCM Cadence Capital Management Boston, Massachusetts	$36.4M	-$4.44M	4	2.23%	Reduced
880	Cacti Asset Management Atlanta, Georgia	$36.3M	+$5.49M	2	3.84%	Increased
881	GIM Gyrus Investment Management Toronto, Ontario, Canada	$36.2M	+$2.06M	4	6.01%	Increased
882	Majedie Asset Management London, United Kingdom	$36.2M	+$7.28M	3	8.28%	Increased
883	Crestwood Advisors Group Boston, Massachusetts	$36.1M	+$6.49M	5	5.15%	Increased
884	CEI Clark Estates Inc New York	$36.1M	+$2.58M	4	5.84%	Increased
885	Wolverine Asset Management Chicago, Illinois	$36.1M	+$28.7M	6	0.72%	Increased
886	CK Cohen Klingenstein New York	$36.1M	+$44.1K	6	6.58%	Increased
887	Badgley, Phelps & Bell Seattle, Washington	$36M	-$1.57M	5	3.54%	Reduced
888	Capital Advisors Inc Tulsa, Oklahoma	$35.9M	+$10.9M	5	4.42%	Increased
889	DGA DST Global Advisors Road Town, Tortola, British Virgin Islands	$35.8M	+$38.8M	1	26.85%	New
890	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$35.6M	-$3.84M	8	6.1%	Reduced
891	Franklin Street Advisors Chapel Hill, North Carolina	$35.5M	-$1.03M	5	6.5%	Reduced
892	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$35.4M	$0	4	5.05%	Maintained
893	Baring Asset Management London, United Kingdom	$35.4M	+$20.3M	2	2.79%	Increased
894	DCP Darsana Capital Partners New York	$35.4M	$0	1	1.59%	Maintained
895	Foster Dykema Cabot & Co Waltham, Massachusetts	$35.3M	-$218K	4	8.64%	Reduced
896	Arden Trust Wilmington, Delaware	$35.1M	+$13.1M	7	5.1%	Increased
897	PAM Private Asset Management San Diego, California	$35M	-$264K	5	5.71%	Reduced
898	Capital Investment Services of America Milwaukee, Wisconsin	$35M	+$656K	3	8.05%	Increased
899	Jay A. Fishman Ltd Troy, Michigan	$35M	-$4.03M	3	7.33%	Reduced
900	Compass Capital Management Minneapolis, Minnesota	$34.9M	+$1.52M	3	7.28%	Increased