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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	PFU Parus Finance (UK) London, United Kingdom	$68.9M	+$11.3M	4	34.9%	Increased
1052	Cobblestone Capital Advisors Rochester, New York	$68.9M	-$921K	8	6.24%	Reduced
1053	TFM TPI Fund Managers London, United Kingdom	$68.7M	+$4.52M	4	16.53%	Increased
1054	Clarkston Capital Partners Rochester, Michigan	$68.7M	-$984K	6	2.02%	Reduced
1055	CU CQS (US) New York	$68.6M	+$66.1M	1	3.21%	New
1056	Twin Tree Management Dallas, Texas	$68.6M	-$11.8M	11	0.24%	Reduced
1057	HoyleCohen San Diego, California	$68.5M	-$937K	7	10.89%	Reduced
1058	CDH Charles D. Hyman	$68.5M	+$1.72M	6	6.71%	Increased
1059	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$68.3M	+$6.68M	6	7.55%	Increased
1060	Dearborn Partners Chicago, Illinois	$68.3M	+$2.97M	6	3.48%	Increased
1061	Thrive Capital Management (New York) New York	$68.3M	$0	1	47.14%	Maintained
1062	ARTA A.R.T. Advisors New York	$68.1M	+$4.32M	11	3.36%	Increased
1063	Advisory Services Network Atlanta, Georgia	$68M	+$3.6M	21	3.58%	Increased
1064	Main Street Research Lakeville, Connecticut	$67.9M	+$9.8M	5	10.71%	Increased
1065	Carret Asset Management New York	$67.7M	+$265K	8	9.88%	Increased
1066	Kings Point Capital Management Great Neck, New York	$67.6M	+$5.12M	10	9.98%	Increased
1067	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$67.6M	-$285K	7	10.37%	Reduced
1068	Moors & Cabot Boston, Massachusetts	$67.6M	+$4.44M	11	6.79%	Increased
1069	Eagle Ridge Investment Management Stamford, Connecticut	$67.6M	-$465K	5	9.06%	Reduced
1070	Middleton & Co Boston, Massachusetts	$67.5M	-$22.5K	5	9.61%	Reduced
1071	USCA RIA Houston, Texas	$67.5M	+$2.2M	9	6.04%	Increased
1072	Nelson Capital Management Menlo Park, California	$67.4M	+$3.9M	7	14.16%	Increased
1073	BFO Boston Family Office Boston, Massachusetts	$67.4M	+$398K	6	6.41%	Increased
1074	Estabrook Capital Management New York	$67.3M	-$774K	8	10.13%	Reduced
1075	Stack Financial Management Whitefish, Montana	$67.3M	-$755K	1	7.24%	Reduced