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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	Thornburg Investment Management Santa Fe, New Mexico	$173M	+$23.8M	6	2.44%	Increased
1027	D.J. St. Germain Springfield, Massachusetts	$173M	-$2.4M	14	8.37%	Reduced
1028	Diversify Advisory Services Sandy, Utah	$173M	+$21.1M	9	9.48%	Increased
1029	Granite Investment Partners El Segundo, California	$173M	-$2.39M	6	7.16%	Reduced
1030	Philadelphia Trust Company Philadelphia, Pennsylvania	$172M	+$2.88M	6	13.41%	Increased
1031	Cobblestone Capital Advisors Rochester, New York	$172M	-$454K	7	10.62%	Reduced
1032	GAMCO Investors Greenwich, Connecticut	$172M	-$35.5K	10	1.87%	Reduced
1033	CloudAlpha Capital Management Hong Kong	$172M	+$23.3M	2	14.62%	Increased
1034	Night Owl Capital Management Greenwich, Connecticut	$171M	-$14.5M	4	25.65%	Reduced
1035	ET Equitable Trust Nashville, Tennessee	$171M	-$3.54M	8	11.79%	Reduced
1036	Parthenon LLC Louisville, Kentucky	$171M	-$4.25M	6	21.75%	Reduced
1037	Burney Company Reston, Virginia	$171M	-$8.17M	9	6.52%	Reduced
1038	Plato Investment Management Sydney, NSW, Australia	$170M	+$10M	16	15.8%	Increased
1039	Stonebridge Capital Advisors St Paul, Minnesota	$169M	+$248K	6	14.88%	Increased
1040	ATI Act Two Investors Santa Cruz, California	$168M	+$1.84M	5	33.32%	Increased
1041	Hemenway Trust Hemenway Trust Salem, New Hampshire	$168M	-$2.86M	7	14.36%	Reduced
1042	UAM UAS Asset Management New York	$167M	+$8.01M	3	39.91%	Increased
1043	Lowe Brockenbrough & Co Richmond, Virginia	$166M	-$1.9M	6	11.06%	Reduced
1044	Suncoast Equity Management Tampa, Florida	$166M	+$3.73M	4	18.34%	Increased
1045	Cooperman Leon G	$166M	-$59.1M	2	6.99%	Reduced
1046	MCI McDonald Capital Investors Orinda, California	$166M	-$2.63M	3	10.35%	Reduced
1047	Empirical Wealth Management Seattle, Washington	$166M	+$6.55M	9	4.91%	Increased
1048	PEAK6 Investments Chicago, Illinois	$165M	+$11.5M	15	0.43%	Increased
1049	HoyleCohen San Diego, California	$165M	-$7.35M	7	12.51%	Reduced
1050	CRCM Cat Rock Capital Management Greenwich, Connecticut	$165M	$0	2	18.45%	Maintained