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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
1001	Payden & Rygel Los Angeles, California	$59M	+$11.1M	5	4.8%	Increased
1002	Waters Parkerson & Co New Orleans, Louisiana	$59M	+$799K	6	5.17%	Increased
1003	Reynders McVeigh Capital Management Boston, Massachusetts	$58.9M	+$3.44M	8	7.44%	Increased
1004	Lowe Brockenbrough & Co Richmond, Virginia	$58.8M	-$3.03M	6	8.71%	Reduced
1005	RegentAtlantic Capital Morristown, New Jersey	$58.8M	+$5.7M	10	4.91%	Increased
1006	Taurus Asset Management New York	$58.8M	-$9.7M	6	8.84%	Reduced
1007	RGI River Global Investors London, United Kingdom	$58.6M	-$172K	5	6.85%	Reduced
1008	Karpus Investment Management Pittsford, New York	$58.6M	-$1.07M	3	2.63%	Reduced
1009	Academy Capital Management Waco, Texas	$58.3M	+$429K	5	16.19%	Increased
1010	Nichols & Pratt Advisers Boston, Massachusetts	$58.3M	+$791K	6	5.3%	Increased
1011	FCM Firsthand Capital Management San Jose, California	$58M	-$3.16K	6	32.43%	Reduced
1012	3CP 3G Capital Partners New York	$58M	-$16.9M	1	4.1%	Reduced
1013	IFP Advisors Tampa, Florida	$57.8M	+$682K	19	2.62%	Increased
1014	LMR Partners London, United Kingdom	$57.6M	$0	6	5.92%	Maintained
1015	AssetMark Inc Concord, California	$57.6M	-$21M	12	0.6%	Reduced
1016	PCP Polunin Capital Partners London, United Kingdom	$57.6M	+$2.14M	1	23.94%	Increased
1017	Jones Financial Companies Des Peres, Missouri	$57.5M	-$3.46M	5	0.14%	Reduced
1018	Summit Trail Advisors New York	$57.4M	+$11M	8	9.74%	Increased
1019	CRCM Cat Rock Capital Management Greenwich, Connecticut	$57.2M	+$28.8M	1	21.31%	Increased
1020	Farmers & Merchants Investments Inc Lincoln, Nebraska	$57.1M	+$2.41M	12	4.3%	Increased
1021	Woodstock Corp Boston, Massachusetts	$57.1M	-$630K	9	10.79%	Reduced
1022	Night Owl Capital Management Greenwich, Connecticut	$57M	+$200K	4	23.86%	Increased
1023	RCM Riverpark Capital Management New York	$57M	-$4.68M	4	8.88%	Reduced
1024	Clal Insurance Tel-Aviv, Israel	$56.9M	-$16.7M	2	1.51%	Reduced
1025	CA Cullinan Associates Louisville, Kentucky	$56.9M	-$4.01M	6	4.31%	Reduced