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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	Night Owl Capital Management Greenwich, Connecticut	$65.7M	-$15.2M	3	21.95%	Reduced
1077	HoyleCohen San Diego, California	$65.6M	+$137K	7	13.09%	Increased
1078	Middleton & Co Boston, Massachusetts	$65.5M	-$866K	5	11.45%	Reduced
1079	Decatur Capital Management Decatur, Georgia	$65.2M	-$4.65M	4	21.81%	Reduced
1080	Woodstock Corp Boston, Massachusetts	$65.1M	-$706K	9	13.27%	Reduced
1081	CDH Charles D. Hyman	$65.1M	+$265K	6	8.18%	Increased
1082	Vestor Capital Chicago, Illinois	$65.1M	+$18.4M	6	12.72%	Increased
1083	BCH Berkshire Capital Holdings San Jose, California	$65.1M	+$5.14M	6	19.31%	Increased
1084	Waters Parkerson & Co New Orleans, Louisiana	$64.9M	+$1.01M	6	6.31%	Increased
1085	Majedie Asset Management London, United Kingdom	$64.8M	+$8.51M	3	5.99%	Increased
1086	UAM UAS Asset Management New York	$64.7M	-$8.53M	3	27.68%	Reduced
1087	Stack Financial Management Whitefish, Montana	$64.7M	-$2.7M	1	10.15%	Reduced
1088	Old Republic International (ORI) Chicago, Illinois	$64.6M	-$3.36M	1	2.03%	Reduced
1089	Traynor Capital Management Malvern, Pennsylvania	$64.3M	+$1.6M	6	22.85%	Increased
1090	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$64.3M	+$33.8M	1	5.96%	Increased
1091	MAM Mastrapasqua Asset Management Nashville, Tennessee	$64.3M	+$1.02M	6	12.45%	Increased
1092	TFM TPI Fund Managers London, United Kingdom	$64.3M	+$408K	4	19.52%	Increased
1093	Guinness Asset Management London, United Kingdom	$64.3M	+$8.07M	4	9.31%	Increased
1094	Hengistbury Investment Partners London, United Kingdom	$64.3M	+$69M	1	14.74%	New
1095	Dock Street Asset Management Palm Beach, Florida	$64.2M	+$955K	3	22.61%	Increased
1096	Qube Research & Technologies (QRT) London, United Kingdom	$64.2M	-$1.13M	9	2.64%	Reduced
1097	Capital Wealth Planning Naples, Florida	$64.1M	+$1.06M	7	4.04%	Increased
1098	Carret Asset Management New York	$64.1M	+$593K	8	12.3%	Increased
1099	Glynn Capital Management Menlo Park, California	$64M	+$1.47M	5	12.02%	Increased
1100	Meag Munich Ergo Munich, Germany	$63.9M	-$50.4M	7	15.2%	Reduced