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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 Growth Management Boston, Massachusetts	$39.4M	-$7.18M	1	1.76%	Reduced
952	E.S. Barr & Co Lexington, Kentucky	$39.4M	-$504K	4	4.77%	Reduced
953	Parsons Capital Management Providence, Rhode Island	$39.4M	+$330K	7	5.36%	Increased
954	Lowe Brockenbrough & Co Richmond, Virginia	$39.3M	+$4.79M	6	6.84%	Increased
955	Meiji Yasuda Life Insurance Tokyo, Japan	$39.2M	-$196K	8	6.26%	Reduced
956	Lannebo Fonder Stockholm, Sweden	$39.1M	+$769K	5	33.44%	Increased
957	Penn Davis McFarland Dallas, Texas	$39.1M	-$521K	2	10.39%	Reduced
958	Eastern Bank Boston, Massachusetts	$38.9M	+$2.82M	6	3.15%	Increased
959	TIG Advisors LLC New York	$38.9M	+$33.9M	1	3.4%	Increased
960	Harvard Management Company Boston, Massachusetts	$38.8M	+$15.8M	1	7.55%	Increased
961	OC Oakmont Corp Los Angeles, California	$38.8M	+$10M	1	7.76%	Increased
962	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$38.6M	$0	4	5.17%	Maintained
963	Cacti Asset Management Atlanta, Georgia	$38.6M	+$427K	5	4.13%	Increased
964	MIM Martin Investment Management Palm Beach Gardens, Florida	$38.6M	-$6.78M	3	6.44%	Reduced
965	Cohen & Steers New York	$38.5M	-$16.9M	2	0.1%	Reduced
966	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$38.5M	-$1.93M	6	3.76%	Reduced
967	PAM Private Asset Management San Diego, California	$38.4M	-$35.7K	7	6.76%	Reduced
968	Barton Investment Management West Conshohocken, Pennsylvania	$38.3M	-$18.4M	5	13.93%	Reduced
969	Night Owl Capital Management Greenwich, Connecticut	$38.2M	+$188K	3	27.24%	Increased
970	Essex Investment Management Boston, Massachusetts	$38.1M	-$16.6M	3	6.34%	Reduced
971	PEAK6 Group Chicago, Illinois	$38M	-$40.5M	9	0.29%	Reduced
972	Kimelman & Baird New York	$37.8M	-$172K	3	6.92%	Reduced
973	CC Carlson Capital Dallas, Texas	$37.8M	-$60.7M	3	0.47%	Reduced
974	CG Cutler Group San Francisco, California	$37.8M	+$15.5M	14	1.92%	Increased
975	Parthenon LLC Louisville, Kentucky	$37.8M	+$332K	5	9.49%	Increased