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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	CIM Chiron Investment Management New York	$61.4M	+$20.5M	2	8.67%	Increased
1127	CapWealth Advisors Franklin, Tennessee	$61.2M	-$231K	5	7.71%	Reduced
1128	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$61.2M	-$245K	6	7.17%	Reduced
1129	Bank of Hawaii Honolulu, Hawaii	$61.2M	-$383K	7	4.2%	Reduced
1130	FIM Frontier Investment Management Dallas, Texas	$61.2M	+$6.1M	9	3.54%	Increased
1131	Rothschild Investment LLC Chicago, Illinois	$61.1M	+$8M	8	6.07%	Increased
1132	Beaumont Financial Advisors Needham, Massachusetts	$61M	+$6.86M	6	6%	Increased
1133	Cookson Peirce & Co Pittsburgh, Pennsylvania	$60.8M	+$5.06M	2	5.36%	Increased
1134	Hemenway Trust Hemenway Trust Salem, New Hampshire	$60.7M	+$1.64M	5	8.73%	Increased
1135	Capital Investment Advisors Atlanta, Georgia	$60.7M	-$674K	8	2.93%	Reduced
1136	BAS Brown Advisory Securities Baltimore, Maryland	$60.6M	+$2.97M	8	14.5%	Increased
1137	Check Capital Management Costa Mesa, California	$60.6M	+$24.2M	3	2.91%	Increased
1138	Rockland Trust Hanover, Massachusetts	$60.5M	+$755K	6	4.98%	Increased
1139	Perpetual Ltd Sydney, New South Wales, Australia	$60.4M	-$18.7M	6	8.96%	Reduced
1140	Essex Investment Management Boston, Massachusetts	$60.3M	+$1.21M	7	7.42%	Increased
1141	Davidson Kempner Capital Management New York	$60.1M	+$13.7M	3	1.35%	Increased
1142	J.M. Forbes & Co Boston, Massachusetts	$60.1M	+$3.33M	6	9.83%	Increased
1143	MRCP Manor Road Capital Partners New York	$60.1M	-$4.43M	1	12.86%	Reduced
1144	ATI Act Two Investors Santa Cruz, California	$60M	+$11.5M	5	22.75%	Increased
1145	Pacer Advisors Malvern, Pennsylvania	$60M	-$451M	11	2.71%	Reduced
1146	DAM Davis Asset Management Sausalito, California	$59.9M	$0	2	4.45%	Maintained
1147	MIM Manitou Investment Management Toronto, Ontario, Canada	$59.9M	-$173K	3	13.37%	Reduced
1148	Wellington Shields Capital Management New York	$59.9M	+$2.26M	6	9.21%	Increased
1149	KM Kylin Management New York	$59.8M	-$4.45M	1	16.02%	Reduced
1150	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$59.7M	$0	10	10.14%	Maintained