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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	Cookson Peirce & Co Pittsburgh, Pennsylvania	$55.6M	-$2.46M	2	4.68%	Reduced
1127	TPC Tiger Pacific Capital New York	$55.4M	-$8.15M	1	17.55%	Reduced
1128	Seven Eight Capital New York	$55.4M	+$41.9M	6	2.92%	Increased
1129	NG NatWest Group Edinburgh, Scotland, United Kingdom	$55.4M	+$8.54M	4	10.12%	Increased
1130	Tufton Capital Management Hunt Valley, Maryland	$55.1M	-$2.89M	7	11.64%	Reduced
1131	SCA Snowden Capital Advisors New York	$54.8M	+$1.11M	8	5.62%	Increased
1132	Kanawha Capital Management Richmond, Virginia	$54.7M	+$751K	6	7.33%	Increased
1133	Central Securities New York	$54.7M	-$635K	3	8.33%	Reduced
1134	Summit Partners Public Asset Management Boston, Massachusetts	$54.5M	-$24.7M	2	5.42%	Reduced
1135	BAS Brown Advisory Securities Baltimore, Maryland	$54.5M	-$6.26M	6	14.52%	Reduced
1136	NWAM LLC Mercer Island, Washington	$54.5M	+$1.38M	9	10.85%	Increased
1137	TFM TPI Fund Managers London, United Kingdom	$54.5M	+$54.3M	4	16.65%	New
1138	Graticule Asia Macro Advisors New York	$54.4M	+$11.3M	3	2.93%	Increased
1139	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$54.3M	+$284K	10	9.74%	Increased
1140	ARS Investment Partners New York	$54.1M	+$2.87M	5	9.1%	Increased
1141	Andra AP-fonden Goteborg, Sweden	$54.1M	-$1.49M	11	1.56%	Reduced
1142	C Chescapmanager Baltimore, Maryland	$53.9M	-$15.7M	3	5.38%	Reduced
1143	SR Sloane Robinson London, United Kingdom	$53.8M	+$16.7M	1	27.56%	Increased
1144	Unigestion Holding Geneva, Switzerland	$53.7M	-$8.67M	7	1.43%	Reduced
1145	B. Riley Wealth Advisors Boca Raton, Florida	$53.6M	+$4.2M	14	5.88%	Increased
1146	MTC McDaniel Terry & Co Austin, Texas	$53.6M	+$535K	4	8.88%	Increased
1147	CC Cornerstone Capital Palo Alto, California	$53.5M	-$1.16M	3	8.39%	Reduced
1148	Abner Herrman & Brock Jersey City, New Jersey	$53.4M	+$2.18M	7	7.66%	Increased
1149	Bank of Hawaii Honolulu, Hawaii	$53M	-$1.26M	6	3.95%	Reduced
1150	ThornTree Capital Partners Boston, Massachusetts	$52.9M	-$12.3M	2	16.71%	Reduced