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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	QCI Asset Management Pittsford, New York	$40.4M	+$1.47M	7	5.92%	Increased
952	CF Cypress Funds Los Angeles, California	$40.3M	+$21.4M	2	10.11%	Increased
953	North Star Asset Management Neenah, Wisconsin	$40.2M	+$390K	7	4.7%	Increased
954	NA Newport Asia San Francisco, California	$40.2M	-$15.2M	1	15.72%	Reduced
955	Parthenon LLC Louisville, Kentucky	$39.9M	+$29.4K	5	10.26%	Increased
956	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$39.9M	+$2.53M	5	9.29%	Increased
957	UFF USA Financial Formulas Ada, Michigan	$39.8M	+$13.7M	2	12.68%	Increased
958	Meiji Yasuda Life Insurance Tokyo, Japan	$39.8M	+$954K	6	6.29%	Increased
959	TEC Tiger Eye Capital Nashville, Tennessee	$39.8M	-$98.4M	1	4.99%	Reduced
960	Lannebo Fonder Stockholm, Sweden	$39.7M	+$3.5M	5	32.17%	Increased
961	Compass Capital Management Minneapolis, Minnesota	$39.7M	+$726K	3	7.9%	Increased
962	Trinity Street Asset Management London, United Kingdom	$39.6M	-$7.41M	1	8.2%	Reduced
963	CPM Crescent Park Management East Palo Alto, California	$39.5M	-$16.7M	1	8.06%	Reduced
964	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$39.4M	-$12.6M	6	2.65%	Reduced
965	BTR Capital Management Oakland, California	$39.3M	-$1.85M	5	9.14%	Reduced
966	SFM Systematic Financial Management Teaneck, New Jersey	$39.3M	+$19.5M	4	0.49%	Increased
967	Front Barnett Associates Chicago, Illinois	$39.3M	-$411K	5	7.9%	Reduced
968	SCM Somerset Capital Management London, United Kingdom	$39.2M	+$2.45M	1	13.58%	Increased
969	PAM Private Asset Management San Diego, California	$39.2M	-$262K	7	7.11%	Reduced
970	GPCM Greenbrier Partners Capital Management Dallas, Texas	$39M	$0	2	10.36%	Maintained
971	Davidson Investment Advisors Great Falls, Montana	$39M	-$5.03M	7	6.59%	Reduced
972	Parsons Capital Management Providence, Rhode Island	$39M	+$778K	7	5.34%	Increased
973	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$38.9M	-$11.7M	6	3.98%	Reduced
974	Campbell Newman Asset Management Milwaukee, Wisconsin	$38.9M	+$1.03M	5	8.11%	Increased
975	BA Birinyi Associates Westport, Connecticut	$38.8M	+$13M	5	17.18%	Increased