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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
926	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$43.3M	-$1.65M	7	3.04%	Reduced
927	Quantitative Investment Management Charlottesville, Virginia	$43.2M	+$23.4M	5	2.62%	Increased
928	GSA Capital Partners London, United Kingdom	$43.1M	+$11.3M	11	2.11%	Increased
929	Clal Insurance Tel-Aviv, Israel	$43.1M	+$1.06M	2	1.15%	Increased
930	AC Aternalis Capital New York	$42.9M	+$40.3M	2	28.21%	New
931	Private Wealth Partners Mill Valley, California	$42.8M	-$421K	6	10.01%	Reduced
932	Eastern Bank Boston, Massachusetts	$42.8M	+$608K	6	3.57%	Increased
933	Capital Investment Services of America Milwaukee, Wisconsin	$42.8M	-$195K	4	8.37%	Reduced
934	Amalgamated Bank New York	$42.7M	-$10M	10	5.27%	Reduced
935	Taurus Asset Management New York	$42.6M	+$153K	6	7.99%	Increased
936	Todd Asset Management Louisville, Kentucky	$42.5M	+$11.9M	3	1.29%	Increased
937	RA Rovida Advisors Fort Lauderdale, Florida	$42.4M	+$39.5M	1	10.68%	New
938	Central Trust Company Jefferson City, Missouri	$42.3M	+$1.79M	12	3.5%	Increased
939	Graticule Asia Macro Advisors New York	$42.1M	-$21.5M	6	6.87%	Reduced
940	Wedge Capital Management Charlotte, North Carolina	$42M	+$40.2M	2	0.44%	New
941	AHL Partners London, United Kingdom	$41.9M	+$32.4M	9	3.25%	Increased
942	Moody Lynn & Lieberson Boston, Massachusetts	$41.9M	+$4.73M	4	6.59%	Increased
943	Natixis Investment Managers International Paris, France	$41.8M	+$2.93M	7	5.42%	Increased
944	Pillar Pacific Capital Management Pacifica, California	$41.8M	-$2.25M	8	7.5%	Reduced
945	NS Partners London, United Kingdom	$41.6M	+$14.8M	5	7.44%	Increased
946	Middleton & Co Boston, Massachusetts	$41.6M	+$1.92M	6	9.27%	Increased
947	FineMark National Bank & Trust Fort Myers, Florida	$41.5M	+$13.5M	11	4.96%	Increased
948	TIAAOA Teachers Insurance & Annuity Association of America New York	$41.5M	$0	3	2.03%	Maintained
949	Tufton Capital Management Hunt Valley, Maryland	$41.4M	+$824K	6	10.19%	Increased
950	Capital One National Association New York	$41.3M	+$996K	7	3.56%	Increased