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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
1851	Northstar Capital Management New York	$20.9M	-$383K	6	18.62%	Reduced
1852	Aristotle Atlantic Partners Sarasota, Florida	$20.9M	+$1.04M	5	6.01%	Increased
1853	GIM Greylin Investment Management Orange, Virginia	$20.9M	-$3.35M	2	4.98%	Reduced
1854	GCM Gabalex Capital Management New York	$20.9M	$0	1	5.62%	Maintained
1855	Hudson Way Capital Management Dallas, Texas	$20.8M	-$4.59M	2	9.23%	Reduced
1856	Blue Chip Partners Farmington Hills, Michigan	$20.8M	+$110K	5	4.4%	Increased
1857	CIA Covington Investment Advisors Ligonier, Pennsylvania	$20.8M	-$8.94K	3	7.05%	Reduced
1858	Nixon Peabody Trust Boston, Massachusetts	$20.8M	+$1.68M	4	11.07%	Increased
1859	Signet Financial Management Parsippany, New Jersey	$20.8M	+$483K	8	4.06%	Increased
1860	First Nebraska Trust Lincoln, Nebraska	$20.7M	+$131K	7	3.45%	Increased
1861	Great Valley Advisor Group Wilmington, Delaware	$20.7M	-$163K	7	5%	Reduced
1862	Hutchinson Capital Management San Rafael, California	$20.7M	-$56.4K	4	5.6%	Reduced
1863	WEO William E. Oberndorf	$20.7M	+$7.94M	2	11.15%	Increased
1864	Nightview Capital Austin, Texas	$20.6M	-$13.7M	2	10.77%	Reduced
1865	Freedom Investment Management Hartford, Connecticut	$20.6M	+$96.9K	8	1.79%	Increased
1866	John G. Ullman & Associates Corning, New York	$20.6M	-$1.23M	7	3.74%	Reduced
1867	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$20.6M	+$1.64M	5	2.01%	Increased
1868	Bruderman Asset Management Locust Valley, New York	$20.6M	-$1.89M	7	5.2%	Reduced
1869	MJP Michael J. Puzo	$20.6M	+$11.2K	4	7.75%	Increased
1870	Cheviot Value Management Beverly Hills, California	$20.6M	-$42.8K	3	8.77%	Reduced
1871	NIC Northwest Investment Counselors Lake Oswego, Oregon	$20.6M	+$190K	11	7.3%	Increased
1872	Ninety One Cape Town, South Africa	$20.5M	+$106K	6	11.57%	Increased
1873	Sprucegrove Investment Management Toronto, Ontario, Canada	$20.5M	-$5.52M	1	1.28%	Reduced
1874	Spearhead Capital Advisors Wellington, Florida	$20.5M	-$185K	4	5.7%	Reduced
1875	FVCM F&V Capital Management Boca Raton, Florida	$20.5M	-$4.61M	4	12.68%	Reduced