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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
1426	Bank Hapoalim BM Tel Aviv, Israel	$55.4M	-$11.6M	8	6.9%	Reduced
1427	TruWealth Advisors Metairie, Louisiana	$55.3M	+$14.5M	4	5.93%	Increased
1428	ProVise Management Group Clearwater, Florida	$55.2M	+$2.26M	6	5.89%	Increased
1429	D.L. Carlson Investment Group Concord, New Hampshire	$55.1M	-$291K	6	11.62%	Reduced
1430	Stillwater Capital Advisors Devon, Pennsylvania	$55.1M	+$1.32M	4	10.23%	Increased
1431	Newbrook Capital Advisors New York	$55M	-$13.9M	1	8.42%	Reduced
1432	Coastline Trust Providence, Rhode Island	$54.8M	+$85.2K	6	8.11%	Increased
1433	PVH Psagot Value Holdings Tel Aviv, Israel	$54.8M	-$1.09M	12	12.82%	Reduced
1434	IGYL I.G.Y. Ltd London, United Kingdom	$54.7M	$0	1	37.3%	Maintained
1435	AMG National Trust Bank Greenwood Village, Colorado	$54.7M	+$238M	8	2.03%	Increased
1436	Empyrean Capital Partners Los Angeles, California	$54.7M	+$1.31M	2	1.74%	Increased
1437	Blue Chip Partners Farmington Hills, Michigan	$54.6M	-$9.5M	6	6.96%	Reduced
1438	LCM Lionstone Capital Management New York	$54.5M	+$27.8M	2	19.47%	Increased
1439	Point72 Hong Kong Hong Kong	$54.4M	+$33.6M	17	2%	Increased
1440	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$54.4M	+$3.02M	5	12.19%	Increased
1441	Kovack Advisors Ft. Lauderdale, Florida	$54.4M	-$1.88M	12	7.18%	Reduced
1442	Janney Capital Management Pittsburgh, Pennsylvania	$54.3M	-$946K	3	4.36%	Reduced
1443	BA Birinyi Associates Westport, Connecticut	$54.3M	-$2.22M	5	24.56%	Reduced
1444	TFS Thoroughbred Financial Services Brentwood, Tennessee	$54.2M	+$3.42M	7	9.98%	Increased
1445	PCM Princeton Capital Management Red Bank, New Jersey	$54M	+$403K	5	20.95%	Increased
1446	Quinn Opportunity Partners Charlottesville, Virginia	$53.9M	+$29.3M	5	4.69%	Increased
1447	CAM Columbia Asset Management Ann Arbor, Michigan	$53.9M	+$57.8M	8	13.66%	New
1448	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$53.8M	-$1.94M	6	5.51%	Reduced
1449	Parsifal Capital Management Greenwich, Connecticut	$53.8M	-$10.7M	1	7.52%	Reduced
1450	American National Bank & Trust Wichita Falls, Texas	$53.7M	+$7.18M	10	12.83%	Increased