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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
1551	Wright Investors Service Shelton, Connecticut	$61.5M	+$2.45M	6	15.29%	Increased
1552	One01 Capital Burlingame, California	$61.5M	+$26M	4	25%	Increased
1553	Oribel Capital Management New York	$61.2M	-$99.4M	3	3.85%	Reduced
1554	AO Allen Operations New York	$61.2M	$0	3	10.78%	Maintained
1555	RIM Regent Investment Management Louisville, Kentucky	$61.2M	-$3.75M	6	14.15%	Reduced
1556	Marble Harbor Investment Counsel Boston, Massachusetts	$61.1M	-$612K	8	7.6%	Reduced
1557	Perry Creek Capital New York	$61M	$0	1	9.88%	Maintained
1558	Ferris Capital Marlborough, Massachusetts	$61M	+$2.37M	8	13.96%	Increased
1559	Hilton Capital Management Garden City, New York	$61M	-$10.4M	4	6.52%	Reduced
1560	MGM Miura Global Management New York	$61M	-$18.7M	3	19.81%	Reduced
1561	Willis Investment Counsel Gainesville, Georgia	$60.9M	-$943K	2	3.22%	Reduced
1562	HA Harbor Advisors West Palm Beach, Florida	$60.8M	-$679K	6	12.46%	Reduced
1563	CDAM (UK) London, United Kingdom	$60.8M	+$4.35M	1	7.96%	Increased
1564	Arrow Financial Glens Falls, New York	$60.8M	-$2.1M	10	7.27%	Reduced
1565	Polaris Wealth Advisory Group San Rafael, California	$60.7M	-$10.4M	6	4.05%	Reduced
1566	Monetary Management Group St Louis, Missouri	$60.7M	-$2.1M	8	16.07%	Reduced
1567	CCM Cohen Capital Management Corte Madera, California	$60.5M	+$1.75M	7	10.6%	Increased
1568	Boothbay Fund Management New York	$60.4M	-$105M	14	1.41%	Reduced
1569	Peak Asset Management Louisville, Colorado	$60.2M	-$280K	8	14.01%	Reduced
1570	Kore Private Wealth New York	$60.1M	+$1.71M	11	7.54%	Increased
1571	Anchor Investment Management Columbia, South Carolina	$60M	+$689K	19	7.58%	Increased
1572	PTB Pioneer Trust Bank Salem, Oregon	$60M	+$1.53M	6	16.37%	Increased
1573	Clarkston Capital Partners Rochester, Michigan	$59.9M	+$4.48M	7	1%	Increased
1574	Infusive Asset Management New York	$59.9M	+$54.1M	2	28.45%	Increased
1575	BOK Financial Private Wealth Denver, Colorado	$59.9M	+$2.89M	6	4.26%	Increased