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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
1076	TM Tikvah Management Charlotte, North Carolina	$42.4M	-$1.91K	3	19.96%	Reduced
1077	Main Street Research Lakeville, Connecticut	$42.3M	+$11.1M	6	6.92%	Increased
1078	ID Integral Derivatives New York	$42.2M	-$10.5M	6	0.87%	Reduced
1079	RCIM Russell Clark Investment Management London, United Kingdom	$42.2M	+$11.3M	4	11.79%	Increased
1080	Palisade Asset Management Minneapolis, Minnesota	$42.1M	+$3.24M	5	8.27%	Increased
1081	Miller Howard Investments Kingston, New York	$42.1M	-$550K	2	0.84%	Reduced
1082	O'Shaughnessy Asset Management Stamford, Connecticut	$42.1M	+$10.3M	5	0.99%	Increased
1083	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$42.1M	+$1.07M	10	3.4%	Increased
1084	HAM Harber Asset Management Asheville, North Carolina	$42.1M	+$7.27M	6	17.29%	Increased
1085	Polaris Capital Management Boston, Massachusetts	$42.1M	-$5.19M	2	2.48%	Reduced
1086	Crosslink Capital Menlo Park, California	$42M	+$9.6M	2	6.81%	Increased
1087	Veritas Investment Management (UK) London, United Kingdom	$42M	-$4.18M	4	16.14%	Reduced
1088	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$41.7M	-$9.5M	3	4.9%	Reduced
1089	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$41.6M	+$311K	3	5.35%	Increased
1090	Highland Private Wealth Management Bellevue, Washington	$41.4M	+$11.1M	6	19.79%	Increased
1091	Chas P. Smith & Associates (CPS) Lakeland, Florida	$41.4M	+$1.42M	5	6.04%	Increased
1092	Baker Avenue Asset Management San Francisco, California	$41.3M	+$1.44M	9	5.48%	Increased
1093	LHC Lodge Hill Capital New York	$41.3M	-$15.7M	2	3.1%	Reduced
1094	Stratos Wealth Partners Beachwood, Ohio	$41.3M	+$1.44M	7	2.13%	Increased
1095	Rothschild Investment LLC Chicago, Illinois	$41.2M	+$301K	7	4.68%	Increased
1096	Estabrook Capital Management New York	$41.1M	-$1.43M	8	6.54%	Reduced
1097	Thomasville National Bank Thomasville, Georgia	$41.1M	+$3.49M	6	7.51%	Increased
1098	Nichols & Pratt Advisers Boston, Massachusetts	$41M	+$559K	5	3.75%	Increased
1099	Bar Harbor Wealth Management Concord, New Hampshire	$40.9M	-$2.36M	7	4.91%	Reduced
1100	AC Apertura Capital Dallas, Texas	$40.9M	+$1.34M	3	10.3%	Increased