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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
851	Owl Creek Asset Management New York	$40.5M	+$41.7M	1	2.17%	New
852	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$40.4M	-$2.74M	5	2.83%	Reduced
853	RWWM Inc Rocklin, California	$40.4M	+$689K	2	21.19%	Increased
854	First Allied Advisory Services San Diego, California	$40.4M	+$10.9M	10	1.81%	Increased
855	Royce & Associates New York	$40.3M	-$2.67M	3	0.17%	Reduced
856	BCM Bluefin Capital Management New York	$40.1M	+$11.3M	5	2.44%	Increased
857	CCM Chautauqua Capital Management Boulder, Colorado	$40.1M	+$1.16M	3	9.71%	Increased
858	D.J. St. Germain Springfield, Massachusetts	$40M	-$334K	4	6.05%	Reduced
859	Myriad Asset Management North Point, Hong Kong	$40M	+$349K	2	4.55%	Increased
860	CK Cohen Klingenstein New York	$39.9M	+$1.62M	6	7.17%	Increased
861	Granite Investment Partners El Segundo, California	$39.5M	-$7.47M	5	3.65%	Reduced
862	Eastern Bank Boston, Massachusetts	$39.2M	+$2.02K	5	3.17%	Increased
863	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$39.1M	+$5.54M	8	2.81%	Increased
864	SG Swarthmore Group Philadelphia, Pennsylvania	$39.1M	+$304K	2	3.63%	Increased
865	Freestone Capital Holdings Seattle, Washington	$39M	-$2.4M	4	6.2%	Reduced
866	Markel Group Glen Allen, Virginia	$39M	-$12.9M	2	0.97%	Reduced
867	LIC Lodestar Investment Counsel Chicago, Illinois	$39M	-$155K	5	6.12%	Reduced
868	Crestwood Advisors Group Boston, Massachusetts	$38.9M	+$1.87M	5	5.18%	Increased
869	Tufton Capital Management Hunt Valley, Maryland	$38.7M	-$7.04M	4	7.83%	Reduced
870	JMH J.M. Hartwell New York	$38.6M	-$4.87M	3	8.24%	Reduced
871	Spot Trading Chicago, Illinois	$38.6M	-$2.69M	13	0.35%	Reduced
872	SCA Signpost Capital Advisors New York	$38.5M	-$8.35M	1	10.95%	Reduced
873	Cubist Systematic Strategies Stamford, Connecticut	$38.5M	+$421K	13	1.88%	Increased
874	Destination Wealth Management Walnut Creek, California	$38.5M	+$21.9M	6	2.55%	Increased
875	Country Club Trust Kansas City, Missouri	$38.3M	+$130K	4	5.45%	Increased