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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
1051	BSPF British Steel Pension Fund London, United Kingdom	$32.1M	-$24.5M	7	4.46%	Reduced
1052	NAM North American Management Boston, Massachusetts	$32M	-$231K	4	5.35%	Reduced
1053	Montrusco Bolton Investments Montreal, Quebec, Canada	$31.9M	-$1.78M	3	2.04%	Reduced
1054	AG Artal Group Luxembourg	$31.8M	+$1.96M	1	0.66%	Increased
1055	NG NatWest Group Edinburgh, Scotland, United Kingdom	$31.8M	-$12.8M	4	8.04%	Reduced
1056	CA Cullinan Associates Louisville, Kentucky	$31.8M	-$1.2M	5	2.58%	Reduced
1057	Grandfield & Dodd New York	$31.7M	-$346K	6	4.44%	Reduced
1058	TM Tikvah Management Charlotte, North Carolina	$31.7M	$0	3	18.55%	Maintained
1059	KPF K2 Principal Fund Toronto, Ontario, Canada	$31.7M	+$13.5M	2	4.18%	Increased
1060	TEC Tiger Eye Capital Nashville, Tennessee	$31.5M	-$10M	1	4.43%	Reduced
1061	Ascend Capital Orinda, California	$31.5M	-$14M	3	2.06%	Reduced
1062	Rothschild Investment LLC Chicago, Illinois	$31.4M	-$1.47M	6	4.01%	Reduced
1063	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$31.4M	+$3.06M	5	10.54%	Increased
1064	HP Holowesko Partners Nassau, Bahamas	$31.3M	-$29.2M	1	2.64%	Reduced
1065	BFO Boston Family Office Boston, Massachusetts	$31.2M	-$867K	7	4.04%	Reduced
1066	CGL Clarius Group LLC Seattle, Washington	$31.1M	+$604K	7	16.6%	Increased
1067	HC Hillman Company Pittsburgh, Pennsylvania	$30.9M	+$10.9M	1	15.3%	Increased
1068	Grimes & Company Westborough, Massachusetts	$30.8M	+$303K	7	4.12%	Increased
1069	Polar Asset Management Partners Toronto, Ontario, Canada	$30.8M	+$8.53M	2	1.25%	Increased
1070	ARS Investment Partners New York	$30.7M	-$1.88M	4	6.87%	Reduced
1071	Sheaff Brock Investment Advisors Indianapolis, Indiana	$30.7M	-$6.55M	8	3.89%	Reduced
1072	SFM Systematic Financial Management Teaneck, New Jersey	$30.6M	-$6M	4	0.42%	Reduced
1073	Sabal Trust St. Petersburg, Florida	$30.6M	+$893K	2	3.53%	Increased
1074	Bainco International Investors Boston, Massachusetts	$30.5M	+$5.37M	4	6.56%	Increased
1075	Baldwin Wealth Partners Marion, Massachusetts	$30.4M	-$5.17M	7	6.26%	Reduced