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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
776	JAM JCIC Asset Management Toronto, Ontario, Canada	$35.7M	+$1.95M	2	6.4%	Increased
777	PointState Capital New York	$35.6M	+$23.3M	2	0.61%	Increased
778	Magnetar Financial Evanston, Illinois	$35.6M	+$7.61M	2	0.59%	Increased
779	SCM Symons Capital Management Pittsburgh, Pennsylvania	$35.4M	+$24.5M	2	9.61%	Increased
780	HSA Hussman Strategic Advisors Ellicott City, Maryland	$35.4M	-$5.52M	3	1.95%	Reduced
781	GAMCO Investors Greenwich, Connecticut	$35.4M	+$7.56M	5	0.21%	Increased
782	CPM Chesapeake Partners Management Baltimore, Maryland	$35.3M	+$1.7M	3	1.68%	Increased
783	Montrusco Bolton Investments Montreal, Quebec, Canada	$35.2M	-$263K	4	2.63%	Reduced
784	BBVA USA Bancshares Houston, Texas	$35M	-$389K	7	1.67%	Reduced
785	Capital One National Association New York	$35M	-$5.95M	7	3.62%	Reduced
786	Ladenburg Thalmann Financial Services Miami, Florida	$35M	+$519K	12	1.19%	Increased
787	Whale Rock Capital Management Boston, Massachusetts	$34.9M	+$3.34M	2	6.06%	Increased
788	Great Lakes Advisors Chicago, Illinois	$34.8M	+$1.92M	6	1.56%	Increased
789	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$34.4M	+$18M	4	5.23%	Increased
790	Choate Investment Advisors Boston, Massachusetts	$34.4M	-$259K	6	2.54%	Reduced
791	Atwood & Palmer Kansas City, Missouri	$34.4M	-$12.4M	4	9.49%	Reduced
792	AA Ancient Art Austin, Texas	$34.3M	-$6.21M	2	8.88%	Reduced
793	Old National Bancorp Evansville, Indiana	$34.3M	-$14.8M	7	3.53%	Reduced
794	CCM Investment Advisers Columbia, South Carolina	$34.2M	-$10.9M	4	3.39%	Reduced
795	MTIP Magee Thomson Investment Partners San Diego, California	$34.2M	-$659K	2	6.87%	Reduced
796	Davidson Investment Advisors Great Falls, Montana	$34.1M	-$44.1K	4	5.49%	Reduced
797	PFC Poplar Forest Capital Pasadena, California	$34.1M	+$1.38M	3	4.28%	Increased
798	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$34M	+$33.9M	8	6.49%	New
799	Nan Shan Life Insurance Taipei City, Taiwan	$34M	+$34.9M	2	6.75%	New
800	Advisors Asset Management Monument, Colorado	$33.9M	+$1.63M	10	0.6%	Increased