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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
901	GAMCO Investors Greenwich, Connecticut	$59.4M	+$5.54M	8	0.38%	Increased
902	Capital One National Association New York	$59.2M	-$1.94M	8	4.32%	Reduced
903	Janney Capital Management Pittsburgh, Pennsylvania	$59.2M	-$7.97M	6	2.79%	Reduced
904	Quantitative Investment Management Charlottesville, Virginia	$59.1M	-$181M	3	0.89%	Reduced
905	SWITC Stewart West Indies Trading Company Boulder, Colorado	$59M	$0	2	5.16%	Maintained
906	Clough Capital Partners Boston, Massachusetts	$58.9M	-$6.6M	3	4.09%	Reduced
907	Tran Capital Management San Rafael, California	$58.9M	-$15.2M	1	5.31%	Reduced
908	Davidson Investment Advisors Great Falls, Montana	$58.6M	-$6.6M	7	8.27%	Reduced
909	Pillar Pacific Capital Management Pacifica, California	$58.4M	-$287K	8	7.98%	Reduced
910	Edgemoor Investment Advisors Bethesda, Maryland	$58.3M	+$622K	3	7.96%	Increased
911	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$58.2M	-$15.8M	7	5.32%	Reduced
912	Denver Investment Advisors Denver, Colorado	$58.2M	-$2.33M	7	2.58%	Reduced
913	FA FDx Advisors Chicago, Illinois	$58.1M	-$4.14M	12	1.72%	Reduced
914	YHB Investment Advisors West Hartford, Connecticut	$58M	-$8.79M	7	9.95%	Reduced
915	Jones Financial Companies Des Peres, Missouri	$57.9M	-$2.57M	5	0.17%	Reduced
916	HHC Hutchin Hill Capital New York	$57.6M	+$17.2M	11	1.93%	Increased
917	FA Friess Associates Greenville, Delaware	$57.5M	-$6.18M	3	5.23%	Reduced
918	RA RiverPark Advisors New York	$57.4M	-$65.9M	3	6.54%	Reduced
919	Norris Perne & French Grand Rapids, Michigan	$57.3M	+$13.2M	6	9.61%	Increased
920	Busey Bank Urbana, Illinois	$57.3M	-$25.7M	6	7.87%	Reduced
921	QV Investors Calgary, Alberta, Canada	$57.2M	-$2.49M	1	1.33%	Reduced
922	Central Trust Company Jefferson City, Missouri	$57.1M	+$1.29M	13	3.77%	Increased
923	Clal Insurance Tel-Aviv, Israel	$57M	+$17.8M	2	1.13%	Increased
924	RAA RWC Asset Advisors Miami, Florida	$56.9M	+$18.1M	1	25.22%	Increased
925	LIC Lodestar Investment Counsel Chicago, Illinois	$56.9M	-$409K	6	7.26%	Reduced