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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
1776	Arjuna Capital Durham, North Carolina	$51.6M	+$340K	5	18.88%	Increased
1777	Anchor Capital Advisors Boston, Massachusetts	$51.4M	-$1.79M	5	1.02%	Reduced
1778	Renaissance Investment Group Lenox, Massachusetts	$51.3M	-$4.35M	5	12.17%	Reduced
1779	Tairen Capital Hong Kong	$51.2M	-$3.78M	5	7.89%	Reduced
1780	Royce & Associates New York	$51.2M	+$158K	3	0.38%	Increased
1781	Claret Asset Management Montreal, Quebec, Canada	$51.2M	-$1.53M	6	9.46%	Reduced
1782	Family Management New York	$51.1M	-$124K	6	13.28%	Reduced
1783	GA GFS Advisors Houston, Texas	$51.1M	+$7.94M	7	8.43%	Increased
1784	Cypress Capital Group Palm Beach, Florida	$51.1M	+$1.37M	8	6.4%	Increased
1785	Cypress Asset Management Houston, Texas	$51M	-$391K	5	12.13%	Reduced
1786	SRFM Shannon River Fund Management New York	$51M	-$7.02M	1	5.17%	Reduced
1787	CCM Compton Capital Management Providence, Rhode Island	$50.9M	+$474K	8	13.24%	Increased
1788	Wilsey Asset Management San Diego, California	$50.9M	$0	1	11.54%	Maintained
1789	Farmers & Merchants Trust Company Long Beach, California	$50.8M	+$842K	7	12.38%	Increased
1790	South Street Advisors New York	$50.8M	-$47.3K	4	8.9%	Reduced
1791	Rice Partnership Honolulu, Hawaii	$50.8M	+$1.21M	4	14.46%	Increased
1792	Nixon Peabody Trust Boston, Massachusetts	$50.8M	+$4.35M	5	15.38%	Increased
1793	Peninsula Wealth San Francisco, California	$50.8M	+$9.6M	7	13.66%	Increased
1794	WAM WT Asset Management Hong Kong	$50.8M	+$49M	1	10.02%	New
1795	American Assets Investment Management San Diego, California	$50.7M	-$158K	6	5.46%	Reduced
1796	Centaurus Financial Anaheim, California	$50.7M	+$1.15M	13	3.83%	Increased
1797	3G Capital Partners New York	$50.6M	+$9.7M	2	10.76%	Increased
1798	Old Republic International (ORI) Chicago, Illinois	$50.6M	-$2.18M	1	0.96%	Reduced
1799	Holderness Investments Company Greensboro, North Carolina	$50.6M	+$493K	7	14.93%	Increased
1800	MUFG Securities EMEA London, United Kingdom	$50.6M	-$747M	5	0.75%	Reduced