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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
1226	Abner Herrman & Brock Jersey City, New Jersey	$46.5M	+$8.1M	5	7.17%	Increased
1227	AIM Assured Investment Management New York	$46.4M	-$18.9M	13	0.52%	Reduced
1228	BC Bodenholm Capital Stockholm, Sweden	$46.4M	-$1.56M	1	17.02%	Reduced
1229	AIM Atlantic Investment Management New York	$46.4M	-$3.44M	1	11.87%	Reduced
1230	GJCM Grand Jean Capital Management San Francisco, California	$46.4M	+$10.9M	4	18.9%	Increased
1231	NC Nightview Capital Austin, Texas	$46.2M	-$2.2M	2	16.62%	Reduced
1232	D.J. St. Germain Springfield, Massachusetts	$46M	-$710K	6	5.01%	Reduced
1233	Founders Capital Management (Connecticut) East Hartford, Connecticut	$46M	+$3.07M	5	16.87%	Increased
1234	General Pension Society PZU Joint Stock Warsaw, Poland	$46M	$0	3	17.93%	Maintained
1235	Matrix Asset Advisors White Plains, New York	$45.9M	-$1.99M	4	7.85%	Reduced
1236	Baskin Financial Services Toronto, Ontario, Canada	$45.9M	-$701K	3	8.53%	Reduced
1237	SM Selkirk Management Chatham, New Jersey	$45.8M	$0	3	25.99%	Maintained
1238	NewEdge Advisors New Orleans, Louisiana	$45.8M	+$3.47M	10	2.96%	Increased
1239	KLCM Advisors Milwaukee, Wisconsin	$45.8M	+$564K	6	11.26%	Increased
1240	Northstar Investment Advisors Denver, Colorado	$45.7M	+$8.36M	6	8.49%	Increased
1241	Bank Hapoalim BM Tel Aviv, Israel	$45.6M	+$1.3M	6	10.94%	Increased
1242	Laurion Capital Management New York	$45.5M	-$24.2M	5	0.61%	Reduced
1243	RBF Capital San Francisco, California	$45.4M	+$1.07M	7	5.33%	Increased
1244	Berkshire Asset Management Wilkes Barre, Pennsylvania	$45.4M	-$358K	6	3.85%	Reduced
1245	Capital International Los Angeles, California	$44.9M	-$1.74M	5	10.75%	Reduced
1246	Murphy Capital Management Bedminster, New Jersey	$44.9M	-$986K	6	6.85%	Reduced
1247	MIM Manitou Investment Management Toronto, Ontario, Canada	$44.8M	+$8.11M	3	11.17%	Increased
1248	Rothschild Investment LLC Chicago, Illinois	$44.7M	+$1.6M	8	5.25%	Increased
1249	WAM WT Asset Management Hong Kong	$44.7M	-$38.1M	1	17.44%	Reduced
1250	SM SG3 Management Dorado, Puerto Rico	$44.7M	+$31M	2	4.42%	Increased