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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	Burney Company Reston, Virginia	$44M	+$565K	8	3.1%	Increased
952	Eastern Bank Boston, Massachusetts	$43.8M	-$216K	6	3.52%	Reduced
953	OC Oakmont Corp Los Angeles, California	$43.7M	-$1.51M	1	6.93%	Reduced
954	Penn Davis McFarland Dallas, Texas	$43.7M	-$475K	2	11.2%	Reduced
955	Hikari Tsushin Inc Tokyo, Japan	$43.7M	$0	2	11.5%	Maintained
956	North Star Asset Management Neenah, Wisconsin	$43.5M	+$542K	8	4.91%	Increased
957	Colony Group Boston, Massachusetts	$43.5M	-$481K	7	4.83%	Reduced
958	Kimelman & Baird New York	$43.4M	-$287K	3	7.63%	Reduced
959	Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$43.3M	+$8.77M	6	3.69%	Increased
960	Parsons Capital Management Providence, Rhode Island	$43M	-$98.4K	7	5.8%	Reduced
961	Capital Investment Services of America Milwaukee, Wisconsin	$42.9M	-$468K	4	8.19%	Reduced
962	RNC Capital Management Los Angeles, California	$42.9M	+$2.5M	6	3.81%	Increased
963	GW Henssler & Associates Kennesaw, Georgia	$42.9M	-$2.76M	5	4.91%	Reduced
964	Night Owl Capital Management Greenwich, Connecticut	$42.8M	-$575K	3	25.2%	Reduced
965	TIAAOA Teachers Insurance & Annuity Association of America New York	$42.8M	$0	3	1.03%	Maintained
966	CC Colrain Capital Boston, Massachusetts	$42.6M	-$5.25M	4	9.63%	Reduced
967	CAIMH Central Asset Investments & Management Holdings Hong Kong	$42.6M	+$35.3M	4	30%	Increased
968	WEC White Elm Capital Greenwich, Connecticut	$42.6M	-$4.13M	1	5.39%	Reduced
969	Cohen & Steers New York	$42.6M	-$1.29M	2	0.11%	Reduced
970	Waters Parkerson & Co New Orleans, Louisiana	$42.5M	+$342K	5	4.36%	Increased
971	Lannebo Fonder Stockholm, Sweden	$42.5M	-$1.13M	5	35.4%	Reduced
972	PSCM Prince Street Capital Management New York	$42.5M	+$23.3M	2	7.84%	Increased
973	MCG Meru Capital Group New York	$42.5M	-$3.17M	2	11.85%	Reduced
974	AI ArchPoint Investors Coral Gables, Florida	$42.4M	-$58.8K	3	24.2%	Reduced
975	Estabrook Capital Management New York	$42.3M	-$1.69M	6	6.22%	Reduced