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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	Farmers & Merchants Investments Inc Lincoln, Nebraska	$61.3M	+$1.67M	12	4.45%	Increased
1027	ECAM East Coast Asset Management Essex, Massachusetts	$61.3M	-$8.15M	5	16.97%	Reduced
1028	ETrade Capital Management Arlington, Virginia	$61M	+$1.98M	10	1.88%	Increased
1029	TLCM Tiger Legatus Capital Management New York	$60.6M	+$36.1M	3	18.15%	Increased
1030	RGI River Global Investors London, United Kingdom	$60.6M	+$1.79M	5	6.25%	Increased
1031	Polar Asset Management Partners Toronto, Ontario, Canada	$60.5M	+$6.05M	2	1.06%	Increased
1032	Middleton & Co Boston, Massachusetts	$60.5M	-$40.8K	6	10.35%	Reduced
1033	Jones Financial Companies Des Peres, Missouri	$60.2M	-$1.62M	6	0.14%	Reduced
1034	Anchor Capital Advisors Boston, Massachusetts	$60.1M	-$4.79M	7	2.2%	Reduced
1035	Delta Asset Management Memphis, Tennessee	$60M	+$126K	10	8.74%	Increased
1036	BA Birinyi Associates Westport, Connecticut	$59.9M	-$628K	6	23.49%	Reduced
1037	Polaris Capital Management Boston, Massachusetts	$59.8M	-$31.1M	2	2.77%	Reduced
1038	RegentAtlantic Capital Morristown, New Jersey	$59.8M	+$2.31M	10	5.16%	Increased
1039	Parthenon LLC Louisville, Kentucky	$59.8M	+$1.02M	4	13.78%	Increased
1040	Payden & Rygel Los Angeles, California	$59.8M	+$220K	5	4.7%	Increased
1041	Meiji Yasuda Life Insurance Tokyo, Japan	$59.7M	+$5.61M	8	8.21%	Increased
1042	JC JBF Capital Aspen, Colorado	$59.6M	+$9.18M	3	8.98%	Increased
1043	IAM Impala Asset Management Palm Beach, Florida	$59.5M	+$34.6M	3	2.74%	Increased
1044	Pentwater Capital Management Naples, Florida	$59.5M	-$71.9M	1	0.44%	Reduced
1045	MAI Capital Management Independence, Ohio	$59.5M	+$1.43M	8	3.21%	Increased
1046	Parsons Capital Management Providence, Rhode Island	$59.3M	-$2.13M	7	6.72%	Reduced
1047	SI Sensato Investors San Francisco, California	$59.3M	+$34M	5	9.14%	Increased
1048	Reynders McVeigh Capital Management Boston, Massachusetts	$59.3M	-$3.56M	8	7.56%	Reduced
1049	Cobblestone Capital Advisors Rochester, New York	$59.2M	-$789K	8	5.85%	Reduced
1050	Waters Parkerson & Co New Orleans, Louisiana	$59.2M	-$69.1K	6	5.09%	Reduced