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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
976	KCM Investment Advisors Greenbrae, California	$46.8M	+$1.99M	7	2.99%	Increased
977	Parsons Capital Management Providence, Rhode Island	$46.7M	-$821K	7	5.9%	Reduced
978	New Mountain Vantage Advisers New York	$46.6M	-$20.7M	1	3.24%	Reduced
979	Destination Wealth Management Walnut Creek, California	$46.4M	+$1.36M	7	3.19%	Increased
980	E.S. Barr & Co Lexington, Kentucky	$46.4M	-$530K	4	5.29%	Reduced
981	D.J. St. Germain Springfield, Massachusetts	$46.4M	-$4.54M	5	6.46%	Reduced
982	Polaris Capital Management Boston, Massachusetts	$46.3M	+$4.46M	2	3.29%	Increased
983	CGI Calixto Global Investors Coral Gables, Florida	$46.2M	+$6.41M	1	13.75%	Increased
984	Montag & Associates Atlanta, Georgia	$46.1M	-$6.16M	7	5.15%	Reduced
985	Reynders McVeigh Capital Management Boston, Massachusetts	$46M	+$6.81M	7	6.32%	Increased
986	Old Mutual Customised Solutions Pinelands, South Africa	$46M	+$6.4M	10	7.11%	Increased
987	CPM Crescent Park Management East Palo Alto, California	$46M	$0	1	9.34%	Maintained
988	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$46M	-$8.93M	9	8.5%	Reduced
989	SIM Stelliam Investment Management New York	$45.8M	-$19.4M	1	1.76%	Reduced
990	Cetera Advisor Networks El Segundo, California	$45.7M	+$833K	8	2.18%	Increased
991	PAM Private Asset Management San Diego, California	$45.7M	-$234	7	7.45%	Reduced
992	Bailard Foster City, California	$45.7M	+$3.15M	6	3.79%	Increased
993	Bar Harbor Wealth Management Concord, New Hampshire	$45.6M	-$3.02M	7	5.33%	Reduced
994	Tufton Capital Management Hunt Valley, Maryland	$45.6M	+$42.6K	7	8.98%	Increased
995	JGC J. Goldman & Co New York	$45.5M	+$27.7M	5	2.25%	Increased
996	Country Club Trust Kansas City, Missouri	$45.5M	+$1.13M	6	6.24%	Increased
997	OC Oakmont Corp Los Angeles, California	$45.5M	$0	1	7.59%	Maintained
998	PRCM Pine River Capital Management Minnetonka, Minnesota	$45.4M	-$28.4M	3	0.9%	Reduced
999	TBC Three Bays Capital Boston, Massachusetts	$45.4M	-$69.5M	1	3.72%	Reduced
1000	Merriman Wealth Management Seattle, Washington	$45.4M	+$167K	4	11.04%	Increased