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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
1351	Holowesko Partners Nassau, Bahamas	$44M	-$64M	1	4.82%	Reduced
1352	Veritas Investment Management (UK) London, United Kingdom	$43.9M	-$4.76M	4	13.24%	Reduced
1353	Zeal Asset Management Central, Hong Kong	$43.8M	-$9.6M	1	24.58%	Reduced
1354	Bank Pictet & Cie (Asia) Singapore	$43.8M	+$1.05M	6	21.15%	Increased
1355	Rosenblum Silverman Sutton San Francisco, California	$43.8M	-$1.45M	5	17.49%	Reduced
1356	Murphy Capital Management Bedminster, New Jersey	$43.8M	-$4.7M	6	8.3%	Reduced
1357	Dundas Partners Edinburgh, United Kingdom	$43.7M	-$4.56M	3	11.45%	Reduced
1358	BTR Capital Management Oakland, California	$43.6M	-$1.83M	5	9.64%	Reduced
1359	Anderson Hoagland & Co St Louis, Missouri	$43.5M	+$9.37M	5	26.87%	Increased
1360	Geneos Wealth Management Englewood, Colorado	$43.5M	+$2.18M	19	2.92%	Increased
1361	CWA Asset Management Group Naples, Florida	$43.4M	+$9.8M	6	8.28%	Increased
1362	Burleson & Co Petaluma, California	$43.4M	+$5.7M	6	11.31%	Increased
1363	Fagan Associates Troy, New York	$43.4M	+$6.21M	4	17.23%	Increased
1364	MAM Morse Asset Management Darien, Connecticut	$43.3M	+$2.24M	5	20.69%	Increased
1365	HRT Financial New York	$43.3M	-$69M	7	2.79%	Reduced
1366	Bar Harbor Wealth Management Concord, New Hampshire	$43.2M	+$234K	8	5.83%	Increased
1367	Tufton Capital Management Hunt Valley, Maryland	$43.1M	-$9.18M	6	11.06%	Reduced
1368	Roundview Capital Princeton, New Jersey	$42.9M	+$5.35M	7	9.08%	Increased
1369	Dorsey & Whitney Trust Sioux Falls, South Dakota	$42.9M	+$2.11M	10	7.23%	Increased
1370	AC AMS Capital Sao Paulo, Brazil	$42.7M	+$18.3M	5	26.29%	Increased
1371	Prospera Financial Services Dallas, Texas	$42.7M	+$83.5K	8	4.53%	Increased
1372	TimesSquare Capital Management New York	$42.6M	+$49.3M	4	0.51%	Increased
1373	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$42.5M	+$2.65M	5	6.33%	Increased
1374	Broad Run Investment Management Arlington, Virginia	$42.3M	-$10.6M	2	2.97%	Reduced
1375	Atlantic Union Bankshares Glen Allen, Virginia	$42.2M	+$6.42M	7	6.16%	Increased