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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	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$84.5M	-$10.1M	3	16.55%	Reduced
1052	Hemenway Trust Hemenway Trust Salem, New Hampshire	$84.2M	+$928K	7	9.36%	Increased
1053	Central Securities New York	$84.2M	$0	3	10.88%	Maintained
1054	JCM Jag Capital Management St Louis, Missouri	$84M	-$4.82M	5	12.19%	Reduced
1055	Amica Mutual Insurance Providence, Rhode Island	$82.9M	-$2.1M	4	10.47%	Reduced
1056	PCM Prime Capital Management Hong Kong	$82.6M	+$39M	2	33.12%	Increased
1057	Levin Capital Strategies New York	$82.6M	-$3.6M	6	11.09%	Reduced
1058	AL Arnhold LLC New York	$82.5M	+$682K	10	10.08%	Increased
1059	Alta Park Capital San Francisco, California	$82.4M	+$73.8M	1	11.54%	New
1060	Adell Harriman & Carpenter Houston, Texas	$82.4M	-$3.14M	6	9.47%	Reduced
1061	Woodstock Corp Boston, Massachusetts	$81.6M	+$1.12M	9	10.84%	Increased
1062	Equitable Holdings New York	$81.5M	+$6.51M	8	1.42%	Increased
1063	Integrated Wealth Concepts Waltham, Massachusetts	$81.4M	+$1.45M	12	2.21%	Increased
1064	J.M. Forbes & Co Boston, Massachusetts	$81.3M	-$3.94M	5	11.73%	Reduced
1065	L1 Capital Melbourne VIC 3000, Australia	$81.2M	+$15.9M	1	12.53%	Increased
1066	TC TwinBeech Capital Purchase, New York	$81.2M	+$58M	9	1.54%	Increased
1067	TCCM Two Creeks Capital Management New York	$80.7M	-$45.4M	1	5.75%	Reduced
1068	WestEnd Advisors Charlotte, North Carolina	$80.7M	-$9.34M	10	2.64%	Reduced
1069	OAM Origin Asset Management London, United Kingdom	$80.7M	+$2.6M	1	23.59%	Increased
1070	Diversified Trust Memphis, Tennessee	$80.6M	+$6.4M	14	3.36%	Increased
1071	Founders Capital Management (Connecticut) East Hartford, Connecticut	$80.5M	-$209K	5	21.63%	Reduced
1072	SignatureFD Atlanta, Georgia	$80.4M	+$2.69M	31	2.35%	Increased
1073	Perigon Wealth Management San Francisco, California	$80.4M	+$11.2M	13	4.98%	Increased
1074	Apollon Wealth Management Mount Pleasant, South Carolina	$80.3M	+$1.05M	8	5.69%	Increased
1075	GIM Genesis Investment Management London, United Kingdom	$79.8M	-$8.03M	2	8.91%	Reduced