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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
1101	Thomasville National Bank Thomasville, Georgia	$50.8M	+$3.05M	5	9.03%	Increased
1102	C Chescapmanager Baltimore, Maryland	$50.8M	-$2.58M	3	7.57%	Reduced
1103	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$50.7M	-$734K	9	5.15%	Reduced
1104	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$50.7M	+$506K	3	5.71%	Increased
1105	BCM Barometer Capital Management Toronto, Ontario, Canada	$50.6M	+$8.05M	4	4.27%	Increased
1106	Carret Asset Management New York	$50.5M	+$343K	8	8.31%	Increased
1107	Amica Pension Fund Board of Trustees Providence, Rhode Island	$50.3M	-$16.8M	6	6.88%	Reduced
1108	Portolan Capital Management Boston, Massachusetts	$50.1M	+$5.75M	4	5.49%	Increased
1109	UAM UAS Asset Management New York	$50.1M	-$7.2M	4	24.49%	Reduced
1110	Crosslink Capital Menlo Park, California	$50.1M	+$1.6M	2	10.05%	Increased
1111	Everence Capital Management Goshen, Indiana	$50M	-$148K	9	11.05%	Reduced
1112	HoyleCohen San Diego, California	$49.8M	-$200K	8	10.1%	Reduced
1113	Montrusco Bolton Investments Montreal, Quebec, Canada	$49.8M	+$6.2M	3	3.6%	Increased
1114	Calamos Wealth Management Naperville, Illinois	$49.7M	+$8.44M	6	6.23%	Increased
1115	Cubist Systematic Strategies Stamford, Connecticut	$49.6M	-$14.9M	19	2.91%	Reduced
1116	Cryder Capital Partners London, United Kingdom	$49.6M	+$6.05M	2	14.25%	Increased
1117	PWM Patriot Wealth Management Houston, Texas	$49.6M	+$9.05M	5	7.06%	Increased
1118	Meiji Yasuda Life Insurance Tokyo, Japan	$49.4M	-$6.2M	9	7.57%	Reduced
1119	NC Nightview Capital Austin, Texas	$49.4M	-$13M	1	25.86%	Reduced
1120	BAM Bell Asset Management Melbourne, Australia	$49.4M	-$4.76M	4	9.89%	Reduced
1121	Alpha Cubed Investments Irvine, California	$49.4M	-$1.92M	8	6.45%	Reduced
1122	NAH Neumann Advisory (HK) Central, Hong Kong	$49.4M	$0	2	28.95%	Maintained
1123	Ruffer LLP London, United Kingdom	$49.3M	-$23.3M	4	2.42%	Reduced
1124	SCPM Social Capital PEP Management Palo Alto, California	$49.3M	-$10.4M	2	27.39%	Reduced
1125	Tufton Capital Management Hunt Valley, Maryland	$49.2M	-$965K	7	9.7%	Reduced