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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	First Long Island Investors Jericho, New York	$206M	-$2.31M	4	15.3%	Reduced
1077	Meeder Advisory Services Dublin, Ohio	$206M	+$7.85M	12	9.56%	Increased
1078	Fortis Capital Management Bellevue, Washington	$206M	+$5.18M	7	28.9%	Increased
1079	Kintegral Advisory New York	$205M	-$862K	9	17.48%	Reduced
1080	Albion Financial Group Salt Lake City, Utah	$205M	+$648K	16	12.38%	Increased
1081	Summit Partners Public Asset Management Boston, Massachusetts	$204M	-$11.2M	3	4.24%	Reduced
1082	Burney Company Reston, Virginia	$204M	+$15M	8	6.48%	Increased
1083	Central Securities New York	$203M	-$3.14M	3	16.72%	Reduced
1084	Lowe Brockenbrough & Co Richmond, Virginia	$203M	-$2.16M	7	10.44%	Reduced
1085	J.M. Forbes & Co Boston, Massachusetts	$203M	+$955K	6	16.87%	Increased
1086	Frank Rimerman Advisors Palo Alto, California	$203M	+$3.93M	13	13%	Increased
1087	Nishkama Capital LLC Dorado, Puerto Rico	$203M	+$123M	7	4.82%	Increased
1088	Founders Capital Management (Connecticut) East Hartford, Connecticut	$202M	-$1.64M	5	31.65%	Reduced
1089	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$202M	-$12.6M	6	9.53%	Reduced
1090	Davidson Kempner Capital Management New York	$202M	-$26.4M	7	2.58%	Reduced
1091	Waycross Partners Louisville, Kentucky	$202M	+$13M	4	17.37%	Increased
1092	SCI S&CO Inc Boston, Massachusetts	$202M	+$1.67M	8	12.36%	Increased
1093	Hoey Investments Coatesville, Pennsylvania	$202M	+$3.63M	12	26.82%	Increased
1094	EWM Elite Wealth Management Kirkland, Washington	$200M	-$8.99M	5	51.88%	Reduced
1095	CF Cypress Funds Los Angeles, California	$200M	-$41.9M	2	26.15%	Reduced
1096	Kimelman & Baird New York	$199M	-$2.23M	8	15.56%	Reduced
1097	J. Stern & Co London, United Kingdom	$199M	+$11.5M	3	15.08%	Increased
1098	EW Evoke Wealth Los Angeles, California	$199M	+$8.07M	11	4.03%	Increased
1099	GAMCO Investors Greenwich, Connecticut	$199M	+$3.03M	11	1.93%	Increased
1100	Avity Investment Management Greenwich, Connecticut	$199M	-$6.87M	6	13.97%	Reduced