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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
951	Capital One National Association New York	$31.5M	-$1.57M	6	2.82%	Reduced
952	Valley Wealth Managers Paramus, New Jersey	$31.5M	+$1M	3	5.47%	Increased
953	AHL Partners London, United Kingdom	$31.4M	+$5.4M	10	1.25%	Increased
954	Private Wealth Partners Mill Valley, California	$31.3M	+$1.49M	6	7.08%	Increased
955	Apex Capital Management Dayton, Ohio	$31.1M	-$2.05M	6	0.66%	Reduced
956	Carret Asset Management New York	$31M	-$280K	5	6.17%	Reduced
957	Mariner Overland Park, Kansas	$31M	+$18.5M	6	1.44%	Increased
958	Grimes & Company Westborough, Massachusetts	$31M	+$1.11M	6	4.37%	Increased
959	Lowe Brockenbrough & Co Richmond, Virginia	$31M	-$607K	4	4.99%	Reduced
960	Maj Invest Holding A/S Copenhagen K, Denmark	$30.8M	-$3.94M	3	10.61%	Reduced
961	AIA Alerus Investment Advisors Wayzata, Minnesota	$30.7M	+$10.1K	4	5.1%	Increased
962	GLG Partners London, United Kingdom	$30.5M	-$2.22M	5	0.79%	Reduced
963	Raymond James Trust St. Petersburg, Florida	$30.4M	+$960K	7	3.22%	Increased
964	Front Barnett Associates Chicago, Illinois	$30.4M	+$511K	4	5.66%	Increased
965	MAM Mastrapasqua Asset Management Nashville, Tennessee	$30.2M	+$22.7M	4	7.32%	Increased
966	SAM Symphony Asset Management San Francisco, California	$30.2M	+$1.59M	5	3.77%	Increased
967	YCG LLC Austin, Texas	$30.1M	+$1.31M	3	8.95%	Increased
968	SCM SeaStone Capital Management New York	$30.1M	+$3.21M	2	8.48%	Increased
969	Polar Asset Management Partners Toronto, Ontario, Canada	$30.1M	+$3.62M	1	1.31%	Increased
970	General American Investors New York	$30.1M	$0	1	2.47%	Maintained
971	Nelson Capital Management Menlo Park, California	$29.9M	+$510K	7	10.79%	Increased
972	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$29.8M	-$114	3	4.47%	Reduced
973	LHC Levy Harkins & Co New York	$29.7M	+$30.6M	2	11.93%	New
974	TM Tiger Management New York	$29.7M	-$57.8M	1	4.2%	Reduced
975	HHC Hutchin Hill Capital New York	$29.6M	+$6.73M	9	0.76%	Increased