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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
1176	Campbell Newman Asset Management Milwaukee, Wisconsin	$74M	+$112K	4	9.49%	Increased
1177	Royce & Associates New York	$74M	+$1.88M	4	0.8%	Increased
1178	Criteria Caixa Barcelona, Spain	$73.9M	+$4.59M	3	16.77%	Increased
1179	Schafer Cullen Capital Management New York	$73.5M	-$52.1M	3	1.16%	Reduced
1180	DCP Darsana Capital Partners New York	$73.5M	$0	1	3.74%	Maintained
1181	Appleton Partners Boston, Massachusetts	$73.3M	+$386K	7	8.09%	Increased
1182	Gifford Fong Associates Lafayette, California	$73.2M	+$3.15M	6	19.61%	Increased
1183	TRB Advisors New York	$73M	-$58.2M	3	28.82%	Reduced
1184	Qtron Investments Boston, Massachusetts	$73M	-$71.3K	7	25.42%	Reduced
1185	Fulton Bank Lancaster, Pennsylvania	$72.9M	+$1.25M	9	4.48%	Increased
1186	Jackson Wealth Management Lake Mary, Florida	$72.8M	+$13.7M	7	10.91%	Increased
1187	First American Trust Santa Ana, California	$72.8M	+$1.82M	5	13.05%	Increased
1188	Fairfield, Bush & Co Darien, Connecticut	$72.6M	-$890K	8	23.2%	Reduced
1189	Simon Quick Advisors Morristown, New Jersey	$72.3M	+$63.7M	10	20.58%	Increased
1190	SCS Capital Management Boston, Massachusetts	$72.2M	+$36.6M	3	1.48%	Increased
1191	Wealthstreet Investment Advisors Dallas, Texas	$72.1M	+$1.08M	9	8.06%	Increased
1192	Beese Fulmer Investment Management Canton, Ohio	$72.1M	-$1.76M	6	10.21%	Reduced
1193	FRG Family Wealth Advisors Bellevue, Washington	$72.1M	-$30.7K	5	17.52%	Reduced
1194	Sahana Capital Management Greenwich, Connecticut	$72.1M	-$3.68M	1	9.35%	Reduced
1195	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$72M	-$1.14M	3	8.26%	Reduced
1196	Indus Capital Partners New York	$71.9M	-$2.51M	1	10.63%	Reduced
1197	PKO Investment Management Joint-Stock Warsaw, Poland	$71.8M	-$417K	3	13.92%	Reduced
1198	Capital International Sarl Los Angeles, California	$71.8M	-$6.42M	6	8.81%	Reduced
1199	SCA Sander Capital Advisors Seattle, Washington	$71.7M	+$961K	3	38.22%	Increased
1200	Boothbay Fund Management New York	$71.7M	-$10.3M	12	4.34%	Reduced