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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	Front Barnett Associates Chicago, Illinois	$59.2M	-$185K	5	9.78%	Reduced
1052	Main Street Research Lakeville, Connecticut	$59.2M	+$530K	5	9.26%	Increased
1053	Oribel Capital Management New York	$59.1M	+$37.5M	4	6.63%	Increased
1054	Thompson Siegel & Walmsley Richmond, Virginia	$59.1M	+$326K	10	0.77%	Increased
1055	Paloma Partners Greenwich, Connecticut	$58.9M	+$42.5M	12	1.08%	Increased
1056	Academy Capital Management Waco, Texas	$58.8M	-$2.41M	5	14.6%	Reduced
1057	Andra AP-fonden Goteborg, Sweden	$58.7M	-$15M	10	1.59%	Reduced
1058	Amica Mutual Insurance Providence, Rhode Island	$58.7M	-$124K	6	7.07%	Reduced
1059	Halsey Associates New Haven, Connecticut	$58.6M	-$4.08M	5	11.38%	Reduced
1060	FCM Firsthand Capital Management San Jose, California	$58.4M	-$6.32M	6	27.4%	Reduced
1061	BDS Banco de Sabadell Miami, Florida	$58.4M	-$265K	10	7.44%	Reduced
1062	CA Cullinan Associates Louisville, Kentucky	$58.4M	-$1.21M	7	4.47%	Reduced
1063	AMI Asset Management Los Angeles, California	$58.3M	+$18.9M	2	4.17%	Increased
1064	UAM UAS Asset Management New York	$58.1M	+$1.18M	4	28.95%	Increased
1065	Weiss Multi-Strategy Advisers New York	$58M	+$127K	7	1.39%	Increased
1066	Montag & Associates Atlanta, Georgia	$57.9M	+$896K	7	5.95%	Increased
1067	Woodstock Corp Boston, Massachusetts	$57.9M	-$1.74M	9	10.66%	Reduced
1068	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$57.7M	+$29.3M	1	57.23%	Increased
1069	Obermeyer Wealth Partners Aspen, Colorado	$57.7M	-$2.4M	4	5.13%	Reduced
1070	CAPTRUST Financial Advisors Raleigh, North Carolina	$57.7M	+$5.06M	16	3.2%	Increased
1071	SIM Stelliam Investment Management New York	$57.6M	-$20.3M	2	2.65%	Reduced
1072	Clal Insurance Tel-Aviv, Israel	$57.6M	-$4.24M	2	1.49%	Reduced
1073	BPM Blue Pool Management Causeway Bay, Hong Kong	$57.2M	+$4.29M	3	23.37%	Increased
1074	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$57.1M	+$1.76M	7	5.42%	Increased
1075	Sabal Trust St. Petersburg, Florida	$57M	-$2.3M	3	5.42%	Reduced