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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
1401	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$41.6M	+$573K	5	4.72%	Increased
1402	CMI Clare Market Investments Dallas, Texas	$41.6M	+$5.26M	6	30.07%	Increased
1403	Palisade Capital Management Fort Lee, New Jersey	$41.6M	-$597K	7	1.18%	Reduced
1404	GJCM Grand Jean Capital Management San Francisco, California	$41.6M	+$1.87M	3	15.91%	Increased
1405	FC FORA Capital Miami, Florida	$41.5M	+$39.4M	6	4.19%	New
1406	NAM North American Management Boston, Massachusetts	$41.5M	-$433K	5	6.12%	Reduced
1407	WMS Partners Towson, Maryland	$41.5M	-$1.14M	7	9.27%	Reduced
1408	KIP Kayak Investment Partners San Francisco, California	$41.4M	-$25.2M	3	24.77%	Reduced
1409	Grassi Investment Management Santa Clara, California	$41.3M	-$1.62M	8	5.59%	Reduced
1410	BLAM Bourne Lent Asset Management Pawling, New York	$41.2M	+$363K	5	19.42%	Increased
1411	Guardian Capital (Canada) Toronto, Ontario, Canada	$41.2M	-$9.9M	5	0.86%	Reduced
1412	Graham Capital Management Rowayton, Connecticut	$41.2M	+$3M	3	1.5%	Increased
1413	Lyell Wealth Management Menlo Park, California	$40.9M	+$2.01M	6	10.93%	Increased
1414	CC Courier Capital Buffalo, New York	$40.9M	-$581K	6	4.8%	Reduced
1415	SVA Wealth Management Madison, Wisconsin	$40.9M	-$944K	6	3.75%	Reduced
1416	JAM JW Asset Management Miami Beach, Florida	$40.8M	$0	2	29.42%	Maintained
1417	AL Arnhold LLC New York	$40.8M	+$2.12M	7	6.43%	Increased
1418	BBR Partners New York	$40.5M	+$22M	7	4.44%	Increased
1419	Atreides Management Boston, Massachusetts	$40.5M	+$40M	2	9.29%	New
1420	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$40.4M	-$91.1K	6	5.91%	Reduced
1421	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$40.4M	+$42M	1	3.08%	New
1422	Abbrea Capital Greenbrae, California	$40.4M	-$148K	7	8.59%	Reduced
1423	SCM Stevens Capital Management Radnor, Pennsylvania	$40.4M	+$23.2M	13	3.77%	Increased
1424	UBPAM Union Bancaire Privee Asset Management New York	$40.3M	+$6.28M	3	20.45%	Increased
1425	WC Westwind Capital Las Cruces, New Mexico	$40.2M	+$111K	5	19.53%	Increased