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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	ECAM East Coast Asset Management Essex, Massachusetts	$65.7M	-$605K	5	17.57%	Reduced
1027	Reynders McVeigh Capital Management Boston, Massachusetts	$65.7M	+$715K	8	7.04%	Increased
1028	ALPS Advisors Denver, Colorado	$65.6M	-$4.85M	7	0.49%	Reduced
1029	BCH Berkshire Capital Holdings San Jose, California	$65.6M	-$9.07M	6	22.4%	Reduced
1030	AP Archon Partners Princeton Junction, New Jersey	$65.5M	+$2.25M	4	13%	Increased
1031	Everence Capital Management Goshen, Indiana	$65.3M	+$519K	10	10.79%	Increased
1032	Ironvine Capital Partners Omaha, Nebraska	$65.2M	+$524K	4	10.66%	Increased
1033	Adell Harriman & Carpenter Houston, Texas	$65.1M	-$257K	6	12.17%	Reduced
1034	CAM Contour Asset Management New York	$65M	+$33.2M	1	4.34%	Increased
1035	BDS Banco de Sabadell Miami, Florida	$65M	+$3.34M	9	7.52%	Increased
1036	PVH Psagot Value Holdings Tel Aviv, Israel	$64.6M	-$2.09M	8	2.63%	Reduced
1037	RNC Capital Management Los Angeles, California	$64.6M	-$863K	7	4.49%	Reduced
1038	Bank of the West Monterey Park, California	$64.3M	+$317K	8	7.55%	Increased
1039	Voya Financial Advisors Windsor, Connecticut	$64.2M	-$651K	7	3.43%	Reduced
1040	UAM UAS Asset Management New York	$64M	-$1.89M	5	28.5%	Reduced
1041	Welch Group Birmingham, Alabama	$63.9M	-$386K	5	6.82%	Reduced
1042	RIM Rampart Investment Management Hartford, Connecticut	$63.7M	-$10.5M	10	7.51%	Reduced
1043	Waters Parkerson & Co New Orleans, Louisiana	$63.6M	-$382K	6	5.16%	Reduced
1044	CLCM Center Lake Capital Management West Palm Beach, Florida	$63.6M	+$33.4M	2	20.62%	Increased
1045	Jupiter Asset Management London, United Kingdom	$63.4M	+$2.82M	4	2.01%	Increased
1046	FBC Fairfield, Bush & Co Darien, Connecticut	$63.3M	-$2.54M	8	21.55%	Reduced
1047	Middleton & Co Boston, Massachusetts	$63.2M	-$1.33M	6	9.8%	Reduced
1048	Hudson Bay Capital Management Stamford, Connecticut	$63.2M	-$49.1M	6	1.45%	Reduced
1049	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$63.1M	-$24.5M	6	1.49%	Reduced
1050	Baskin Financial Services Toronto, Ontario, Canada	$63M	+$16M	4	10.74%	Increased