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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	KCM Kingdon Capital Management New York	$73.4M	+$21.4M	3	13.44%	Increased
1002	Lowe Brockenbrough & Co Richmond, Virginia	$73.2M	-$806K	6	12.05%	Reduced
1003	Summit Partners Public Asset Management Boston, Massachusetts	$73.1M	+$50.7M	4	6.02%	Increased
1004	Eventide Asset Management Boston, Massachusetts	$73M	-$16.6M	2	2.37%	Reduced
1005	Destination Wealth Management Walnut Creek, California	$72.8M	+$13M	6	4.47%	Increased
1006	Cubist Systematic Strategies Stamford, Connecticut	$72.8M	-$79.5M	21	1.97%	Reduced
1007	Richard Bernstein Advisors New York	$72.8M	-$5.75M	5	2.58%	Reduced
1008	NorthCoast Asset Management Greenwich, Connecticut	$72.7M	+$48.1M	9	4.66%	Increased
1009	Atreides Management Boston, Massachusetts	$72.6M	+$39.7M	3	16.05%	Increased
1010	TM Tikvah Management Charlotte, North Carolina	$72.6M	-$19.9M	3	28.72%	Reduced
1011	Ancora Advisors Cleveland, Ohio	$72.4M	+$3.92M	12	3.35%	Increased
1012	TownSquare Capital Provo, Utah	$72.3M	+$13.1M	9	5.84%	Increased
1013	Phoenix Financial Givatayim, Israel	$72.2M	-$15.6M	8	3.66%	Reduced
1014	Lockheed Martin Investment Management Bethesda, Maryland	$72.2M	-$18.6M	4	4.92%	Reduced
1015	River Road Asset Management Louisville, Kentucky	$72.2M	+$80.1M	3	1.61%	Increased
1016	Knights of Columbus Asset Advisors New Haven, Connecticut	$72M	-$9.43M	6	9.1%	Reduced
1017	Maple Capital Management Montpelier, Vermont	$72M	+$1.05M	5	17.97%	Increased
1018	Dowling & Yahnke San Diego, California	$71.9M	-$1.56M	8	6.93%	Reduced
1019	Adell Harriman & Carpenter Houston, Texas	$71.8M	+$1.01M	6	15.2%	Increased
1020	Two Creeks Capital Management New York	$71.7M	+$16.2M	1	5.83%	Increased
1021	Parsons Capital Management Providence, Rhode Island	$71.7M	-$455K	8	9.24%	Reduced
1022	Doyle Wealth Management St. Petersburg, Florida	$71.5M	-$5.24M	5	11.37%	Reduced
1023	Oribel Capital Management New York	$71.4M	-$1.28M	5	13.67%	Reduced
1024	NAH Neumann Advisory (HK) Central, Hong Kong	$71.3M	+$7.69M	2	37.9%	Increased
1025	SAM Scopus Asset Management New York	$71.2M	+$41.1M	2	6.1%	Increased