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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	FBC Fairfield, Bush & Co Darien, Connecticut	$58.1M	-$4.29M	9	19.97%	Reduced
1027	Lowe Brockenbrough & Co Richmond, Virginia	$57.8M	-$2.33M	6	9.44%	Reduced
1028	Advisor Partners Walnut Creek, California	$57.6M	+$3.63M	10	9.21%	Increased
1029	OAMG Odey Asset Management Group London, United Kingdom	$57.4M	+$5.42M	4	5.08%	Increased
1030	AssetMark Inc Concord, California	$57.4M	+$755K	15	0.55%	Increased
1031	Roffman Miller Associates Philadelphia, Pennsylvania	$57.3M	-$1.88M	4	7.47%	Reduced
1032	Buckingham Capital Management (New York) New York	$57.2M	-$3.14M	3	8.62%	Reduced
1033	Old Republic International (ORI) Chicago, Illinois	$56.8M	$0	1	1.69%	Maintained
1034	GW&K Investment Management Boston, Massachusetts	$56.5M	+$27.5M	3	1.12%	Increased
1035	AG Artal Group Luxembourg	$56.5M	+$51.3M	1	2.09%	Increased
1036	ThornTree Capital Partners Boston, Massachusetts	$56.5M	+$32M	3	17.75%	Increased
1037	CA Cullinan Associates Louisville, Kentucky	$56.5M	+$1.37M	7	4.66%	Increased
1038	Parthenon LLC Louisville, Kentucky	$56.4M	+$11.9K	4	13.89%	Increased
1039	Parsons Capital Management Providence, Rhode Island	$56.3M	+$1.98M	8	6.92%	Increased
1040	Cubist Systematic Strategies Stamford, Connecticut	$56.1M	+$20M	20	2.65%	Increased
1041	KAS Kemnay Advisory Services New York	$56M	-$7.13M	6	21%	Reduced
1042	Meiji Yasuda Life Insurance Tokyo, Japan	$56M	-$2.81M	9	8.67%	Reduced
1043	CCM Investment Advisers Columbia, South Carolina	$55.7M	+$12.2M	6	11.09%	Increased
1044	ECAM East Coast Asset Management Essex, Massachusetts	$55.7M	+$517K	5	17.08%	Increased
1045	Cullen Capital Management New York	$55.5M	-$28.4K	2	2.39%	Reduced
1046	Front Barnett Associates Chicago, Illinois	$55.5M	+$95.1K	4	10.12%	Increased
1047	Pictet North America Advisors Geneva 73, Switzerland	$55.4M	+$574K	6	5.01%	Increased
1048	IVMX Institutional Venture Management XIV Menlo Park, California	$55.3M	$0	1	43.31%	Maintained
1049	Brinker Capital Berwyn, Pennsylvania	$55.3M	-$3.03M	10	2.44%	Reduced
1050	AIM Assured Investment Management New York	$55.2M	+$32.8M	12	1.56%	Increased