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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
1326	TCIM TOMS Capital Investment Management New York	$86.4M	+$42.1M	1	5.1%	Increased
1327	Blue Chip Partners Farmington Hills, Michigan	$86.3M	+$967K	6	10.82%	Increased
1328	Cat Rock Capital Management Greenwich, Connecticut	$86.1M	-$40.5M	1	8.32%	Reduced
1329	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$86M	-$7.62M	6	11.37%	Reduced
1330	Tiedemann Advisors New York	$86M	-$696K	7	4.19%	Reduced
1331	Alpine Woods Capital Investors Purchase, New York	$85.9M	+$3.84M	8	8.48%	Increased
1332	Choate Investment Advisors Boston, Massachusetts	$85.9M	+$1.6M	6	5.01%	Increased
1333	IGYL I.G.Y. Ltd London, United Kingdom	$85.8M	$0	1	43.89%	Maintained
1334	Horizon Investments Charlotte, North Carolina	$85.8M	-$11.3M	11	2.53%	Reduced
1335	Arbor Wealth Management (Florida) Miramar Beach, Florida	$85.8M	+$3.49M	5	18.81%	Increased
1336	Palisade Asset Management Minneapolis, Minnesota	$85.7M	-$620K	7	9.58%	Reduced
1337	Mane Global Capital Management New York	$85.7M	+$86.8M	2	14.6%	New
1338	Abner Herrman & Brock Jersey City, New Jersey	$85.6M	-$2.18M	5	11.15%	Reduced
1339	Van Cleef Asset Management Beachwood, Ohio	$85.5M	-$1.43M	5	12%	Reduced
1340	Abbrea Capital Greenbrae, California	$85.4M	+$1.38M	7	11.5%	Increased
1341	Financial Advocates Investment Management Olympia, Washington	$85.3M	-$6.71M	14	5.37%	Reduced
1342	Brookstone Capital Management Wheaton, Illinois	$85.2M	+$1.79M	8	1.47%	Increased
1343	Pitcairn Conshohocken, Pennsylvania	$85.1M	-$1M	13	5.48%	Reduced
1344	Heritage Trust Oklahoma City, Oklahoma	$85.1M	-$90.4K	6	10.91%	Reduced
1345	Essex Financial Services Essex, Connecticut	$85M	+$2.24M	9	8.41%	Increased
1346	Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$85M	-$25.1M	3	14.63%	Reduced
1347	Pallas Capital Advisors Braintree, Massachusetts	$85M	+$1.28M	8	10.35%	Increased
1348	Empyrean Capital Partners Los Angeles, California	$84.9M	+$36.9M	3	2.26%	Increased
1349	MayTech Global Investments New York	$84.6M	+$426K	7	17.04%	Increased
1350	Randolph Company Cincinnati, Ohio	$84.3M	-$782K	2	10.17%	Reduced