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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
1276	Osborne Partners Capital Management San Francisco, California	$85.5M	+$81.6K	7	6.33%	Increased
1277	RF Rollins Financial Atlanta, Georgia	$85.3M	+$16M	4	20.87%	Increased
1278	Valley Wealth Managers Paramus, New Jersey	$84.7M	-$788K	10	7.06%	Reduced
1279	Gratus Capital Atlanta, Georgia	$84.7M	+$6.97M	8	5.74%	Increased
1280	LPAM Legion Partners Asset Management Los Angeles, California	$84.4M	-$198K	2	25.38%	Reduced
1281	Greenlight Capital New York	$84.4M	+$16.9M	1	4.79%	Increased
1282	DDD Partners Bellevue, Washington	$84.3M	-$4M	5	12.16%	Reduced
1283	JWBC J.W. Burns & Co Dewitt, New York	$84.3M	-$316K	5	13.65%	Reduced
1284	Hel Ved Capital Management Central, Hong Kong	$84.2M	+$40.9M	8	27.8%	Increased
1285	Berkshire Asset Management Wilkes Barre, Pennsylvania	$83.8M	-$385K	6	5.22%	Reduced
1286	Fuller & Thaler Asset Management San Mateo, California	$83.7M	-$40.5M	11	0.48%	Reduced
1287	Weatherly Asset Management Del Mar, California	$83.6M	-$1.3M	6	9.99%	Reduced
1288	RWA Wealth Partners Newton, Massachusetts	$83.5M	+$13.4M	8	1.82%	Increased
1289	Caxton Associates (New York) New York	$83.4M	-$12.8M	10	11.48%	Reduced
1290	American National Bank & Trust Wichita Falls, Texas	$83.4M	-$2.16M	11	14.19%	Reduced
1291	Steginsky Capital Port Washington, New York	$83.1M	-$69.8K	2	25.55%	Reduced
1292	Fiduciary Group Savannah, Georgia	$83M	-$868K	6	10.6%	Reduced
1293	Blue Whale Capital London, United Kingdom	$82.7M	+$330K	1	13.32%	Increased
1294	Lakewood Capital Management New York	$82.4M	-$8.43M	3	7.49%	Reduced
1295	Avestar Capital New York	$82.3M	+$2.31M	9	11.7%	Increased
1296	Ostrum Asset Management Paris, France	$82.3M	-$7.19M	14	7.61%	Reduced
1297	OAM Origin Asset Management London, United Kingdom	$82.2M	-$201K	1	27.34%	Reduced
1298	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$82M	+$85.8M	5	20.17%	New
1299	Jefferies Financial Group New York	$82M	-$59M	15	0.74%	Reduced
1300	Connors Investor Services Wyomissing, Pennsylvania	$81.9M	+$6M	4	10.08%	Increased