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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
1126	Overbrook Management Corp New York	$47.6M	+$38.6K	5	11.11%	Increased
1127	Godsey & Gibb Inc Richmond, Virginia	$47.5M	-$406K	7	8.55%	Reduced
1128	PAM Private Asset Management San Diego, California	$47.5M	-$2.41M	7	9.22%	Reduced
1129	EARNEST Partners Atlanta, Georgia	$47.3M	-$3.88M	13	0.52%	Reduced
1130	Nexus Investment Management Toronto, Ontario, Canada	$47.2M	-$1.55M	3	8.25%	Reduced
1131	BA Birinyi Associates Westport, Connecticut	$47.2M	-$7.86M	6	23.53%	Reduced
1132	CC Cornerstone Capital Palo Alto, California	$47.2M	+$784K	4	8.41%	Increased
1133	Capital Fund Management (CFM) Paris, France	$47.1M	-$92.9M	10	0.42%	Reduced
1134	Stillwater Capital Advisors Devon, Pennsylvania	$47.1M	-$928K	4	11.76%	Reduced
1135	Tufton Capital Management Hunt Valley, Maryland	$47.1M	-$220K	7	11.56%	Reduced
1136	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$47M	+$5.63M	7	9.7%	Increased
1137	Penn Davis McFarland Dallas, Texas	$46.9M	-$249K	3	18.24%	Reduced
1138	MAM Mastrapasqua Asset Management Nashville, Tennessee	$46.9M	-$848K	6	10.42%	Reduced
1139	Tran Capital Management San Rafael, California	$46.8M	-$31.5M	1	8.12%	Reduced
1140	Welch Group Birmingham, Alabama	$46.8M	-$3.88M	5	5.73%	Reduced
1141	B. Riley Wealth Advisors Boca Raton, Florida	$46.6M	+$3.47M	10	6.63%	Increased
1142	BFO Boston Family Office Boston, Massachusetts	$46.5M	+$779K	6	5.78%	Increased
1143	Central Securities New York	$46.4M	+$1.07M	3	8.54%	Increased
1144	UAM UAS Asset Management New York	$46.3M	-$12M	4	31.45%	Reduced
1145	Cookson Peirce & Co Pittsburgh, Pennsylvania	$46.3M	-$3.6M	4	4.47%	Reduced
1146	Baltimore-Washington Financial Advisors Columbia, Maryland	$46.2M	-$96.3K	5	9.56%	Reduced
1147	ARTA A.R.T. Advisors New York	$45.9M	-$1.68M	9	2.95%	Reduced
1148	Smith Salley Wealth Management Greensboro, North Carolina	$45.9M	-$3.81M	5	8.45%	Reduced
1149	BTR Capital Management Oakland, California	$45.7M	-$2.16M	5	9.63%	Reduced
1150	Maple Capital Management Montpelier, Vermont	$45.7M	+$3.59M	5	11.76%	Increased