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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	Global Endowment Management Charlotte, North Carolina	$66.2M	-$44.8M	4	8.77%	Reduced
1027	Delek Group Herzliya, Israel	$65.9M	-$5.93M	4	2.76%	Reduced
1028	Jones Financial Companies Des Peres, Missouri	$65.9M	-$2.79M	5	0.15%	Reduced
1029	Icahn Carl Sunny Isles Beach, Florida	$65.8M	-$284M	1	0.26%	Reduced
1030	Hollencrest Capital Management Newport Beach, California	$65.5M	+$33.1M	8	4.22%	Increased
1031	Advisor Partners Walnut Creek, California	$65.3M	+$3.28M	10	8.79%	Increased
1032	CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$65.1M	+$8.28M	1	3.07%	Increased
1033	SCHF (GPE) Wilson, Wyoming	$65.1M	$0	1	100%	Maintained
1034	TAM Tyers Asset Management Austin, Texas	$65M	-$16.8K	7	2.14%	Reduced
1035	Cetera Advisors Denver, Colorado	$64.9M	+$11.2M	13	3.18%	Increased
1036	Parthenon LLC Louisville, Kentucky	$64.6M	-$2.84M	4	14.19%	Reduced
1037	FA FDx Advisors Chicago, Illinois	$64.6M	+$2.73M	11	2.4%	Increased
1038	Thompson Siegel & Walmsley Richmond, Virginia	$64.4M	-$1.29M	10	0.82%	Reduced
1039	Wedge Capital Management Charlotte, North Carolina	$64.3M	+$56.6M	7	0.62%	Increased
1040	CA Cullinan Associates Louisville, Kentucky	$64.2M	-$907K	7	4.65%	Reduced
1041	Amica Mutual Insurance Providence, Rhode Island	$64.2M	-$1.59M	6	6.66%	Reduced
1042	Reynders McVeigh Capital Management Boston, Massachusetts	$64.2M	-$1.18M	8	7.53%	Reduced
1043	Ensemble Capital Management San Francisco, California	$63.9M	+$2.34M	3	10.52%	Increased
1044	Pictet North America Advisors Geneva 73, Switzerland	$63.8M	+$11.2M	6	8.46%	Increased
1045	Cobblestone Capital Advisors Rochester, New York	$63.7M	-$2.66M	8	5.99%	Reduced
1046	Davidson Kempner Capital Management New York	$63.2M	-$23.2M	2	0.69%	Reduced
1047	Laurion Capital Management New York	$63M	+$10.5M	9	0.61%	Increased
1048	Sigma Planning Corp Ann Arbor, Michigan	$62.9M	+$11.7M	13	3.7%	Increased
1049	Woodstock Corp Boston, Massachusetts	$62.7M	-$2.11M	9	10.6%	Reduced
1050	Cullen Capital Management New York	$62.5M	-$10.2M	2	2.3%	Reduced