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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
1151	Majedie Asset Management London, United Kingdom	$38.7M	-$6.34M	4	3.15%	Reduced
1152	Beacon Investment Advisory Services Morristown, New Jersey	$38.4M	+$35.5M	8	3.29%	Increased
1153	CC Cornerstone Capital Palo Alto, California	$38.3M	+$2.61M	4	6.71%	Increased
1154	Parkwood LLC Cleveland, Ohio	$38.2M	+$10.5M	5	5.69%	Increased
1155	MAM Mastrapasqua Asset Management Nashville, Tennessee	$38.2M	-$508K	6	7.87%	Reduced
1156	Sprucegrove Investment Management Toronto, Ontario, Canada	$38.2M	-$2.53M	2	2.15%	Reduced
1157	PDT Partners New York	$38.2M	+$27.1M	3	1.26%	Increased
1158	Dearborn Partners Chicago, Illinois	$38.1M	-$1.31M	5	2.8%	Reduced
1159	Nelson Capital Management Menlo Park, California	$38.1M	-$2.26M	11	12.54%	Reduced
1160	FPFS First Personal Financial Services Charlotte, North Carolina	$38M	+$1.92M	11	8.01%	Increased
1161	FIM Farmhouse Investment Management Greenbrae, California	$38M	+$1.78M	5	17.61%	Increased
1162	Evergreen Capital Management Bellevue, Washington	$37.9M	+$21.6M	3	4.44%	Increased
1163	OAM Oxford Asset Management Oxford, United Kingdom	$37.9M	-$2.06M	10	0.73%	Reduced
1164	Bragg Financial Advisors Charlotte, North Carolina	$37.9M	-$603K	8	5.8%	Reduced
1165	Kanawha Capital Management Richmond, Virginia	$37.6M	-$140K	5	5.75%	Reduced
1166	Choate Investment Advisors Boston, Massachusetts	$37.5M	-$1.26M	8	2.03%	Reduced
1167	JCM JS Capital Management New York	$37.5M	+$20.3M	4	17.1%	Increased
1168	RAA RWC Asset Advisors Miami, Florida	$37.5M	-$30.3M	1	11.55%	Reduced
1169	Advisors Capital Management Ridgewood, New Jersey	$37.4M	+$601K	5	3.03%	Increased
1170	Ardsley Advisory Partners Stamford, Connecticut	$37.4M	+$8.9M	6	4.98%	Increased
1171	USCA RIA Houston, Texas	$37.4M	$0	9	4.84%	Maintained
1172	Lee, Danner & Bass Nashville, Tennessee	$37.4M	+$744K	8	4.02%	Increased
1173	Arrow Financial Glens Falls, New York	$37.3M	-$1.13M	8	8.86%	Reduced
1174	Everence Capital Management Goshen, Indiana	$37.3M	+$821K	8	8.52%	Increased
1175	Pittenger & Anderson Inc Lincoin, Nebraska	$37.2M	-$6.4K	7	3.37%	Reduced