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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
1026	Governors Lane New York	$56.8M	-$28.1M	1	2.74%	Reduced
1027	Parsons Capital Management Providence, Rhode Island	$56.8M	-$935K	7	6.61%	Reduced
1028	SC Shellback Capital Boston, Massachusetts	$56.7M	-$38.2M	3	4.13%	Reduced
1029	Parkwood LLC Cleveland, Ohio	$56.7M	+$14.3M	4	8.09%	Increased
1030	Halsey Associates New Haven, Connecticut	$56.6M	-$2.12M	5	9.96%	Reduced
1031	FAB First American Bank Dundee, Illinois	$56.6M	+$3.04M	8	4.28%	Increased
1032	QV Investors Calgary, Alberta, Canada	$56.4M	-$3.15M	1	1.24%	Reduced
1033	ALPS Advisors Denver, Colorado	$56.2M	+$868K	7	0.45%	Increased
1034	Amica Mutual Insurance Providence, Rhode Island	$56.1M	-$19.6M	6	7.01%	Reduced
1035	Locust Wood Capital Advisers New York	$55.9M	+$3.27M	2	5.72%	Increased
1036	Caxton Associates (New York) New York	$55.8M	+$30.2M	5	2.85%	Increased
1037	SCM Sandler Capital Management New York	$55.8M	+$10.2M	6	6.81%	Increased
1038	SWITC Stewart West Indies Trading Company Boulder, Colorado	$55.7M	$0	2	4.82%	Maintained
1039	Evergreen Capital Management Bellevue, Washington	$55.6M	+$6.34M	7	5.34%	Increased
1040	Weiss Multi-Strategy Advisers New York	$55.6M	+$18.6M	10	1.76%	Increased
1041	Delta Asset Management Memphis, Tennessee	$55.6M	-$5.12M	10	8.25%	Reduced
1042	CI Cooper Investors Melbourne, Victoria, Australia	$55.5M	+$4.5M	2	6.59%	Increased
1043	Obermeyer Wealth Partners Aspen, Colorado	$55.5M	-$6.2M	4	5.04%	Reduced
1044	Thompson Siegel & Walmsley Richmond, Virginia	$55.3M	-$14.7M	12	0.68%	Reduced
1045	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$55.1M	+$2.03M	3	10.61%	Increased
1046	Parthenon LLC Louisville, Kentucky	$55.1M	-$722K	4	12.98%	Reduced
1047	Horan Capital Management Hunt Valley, Maryland	$55M	-$8.86M	4	11.93%	Reduced
1048	Zeke Capital Advisors Berwyn, Pennsylvania	$54.9M	+$9.18M	11	5.07%	Increased
1049	Brinker Capital Berwyn, Pennsylvania	$54.8M	-$2.81M	10	2.15%	Reduced
1050	Destination Wealth Management Walnut Creek, California	$54.7M	+$6.05M	12	3.33%	Increased