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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	Wesleyan Assurance Society Birmingham, United Kingdom	$48.6M	+$1.72M	5	9.72%	Increased
1227	Think Investments San Francisco, California	$48.6M	-$15.4M	2	18.46%	Reduced
1228	Founders Capital Management (Connecticut) East Hartford, Connecticut	$48.4M	-$792K	3	17.19%	Reduced
1229	Tradewinds Capital Management Bellingham, Washington	$48.3M	-$286K	13	19.15%	Reduced
1230	BPM Bowling Portfolio Management Cincinnati, Ohio	$48.3M	-$1.81M	7	8.09%	Reduced
1231	ACG Wealth Atlanta, Georgia	$48.3M	-$2.99M	7	7.12%	Reduced
1232	Baxter Bros Inc Riverside, Connecticut	$48.2M	-$1.64M	3	10.92%	Reduced
1233	Atlantic Investment Management New York	$48.1M	+$39M	1	16.9%	Increased
1234	D.J. St. Germain Springfield, Massachusetts	$48.1M	+$588K	6	5.18%	Increased
1235	Majedie Asset Management London, United Kingdom	$48.1M	+$1.78M	3	4.08%	Increased
1236	AC Asturias Capital New York	$48.1M	-$8.51M	4	30.16%	Reduced
1237	Rothschild Investment LLC Chicago, Illinois	$48.1M	+$1.8M	8	5.61%	Increased
1238	Elephas Investment Management Hong Kong	$48.1M	-$74.1M	1	40.8%	Reduced
1239	Cadian Capital Management New York	$48M	-$71.5M	1	2.28%	Reduced
1240	Veritas Investment Management (UK) London, United Kingdom	$47.9M	-$1.87M	4	13.22%	Reduced
1241	Campbell Newman Asset Management Milwaukee, Wisconsin	$47.9M	-$102K	4	6.86%	Reduced
1242	Petrus Trust Company Dallas, Texas	$47.8M	+$339K	7	8.45%	Increased
1243	Overbrook Management Corp New York	$47.7M	-$9.8M	5	11.99%	Reduced
1244	DP DSAM Partners London, United Kingdom	$47.6M	+$41.7M	3	8.89%	Increased
1245	General Pension Society PZU Joint Stock Warsaw, Poland	$47.5M	$0	3	20.42%	Maintained
1246	KCP KDI Capital Partners Raleigh, North Carolina	$47.3M	-$826K	4	18.46%	Reduced
1247	Palisade Asset Management Minneapolis, Minnesota	$47.3M	-$426K	4	7.21%	Reduced
1248	Arrow Financial Glens Falls, New York	$47.3M	-$2.28M	6	9.81%	Reduced
1249	Fairview Capital Investment Management Greenbrae, California	$47.1M	+$1.42M	3	2.34%	Increased
1250	Goelzer Investment Management Carmel, Indiana	$47.1M	+$3.91M	7	4.31%	Increased