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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
901	RCMC Rubric Capital Management (Connecticut) Stamford, Connecticut	$34.9M	+$34.8M	1	2.2%	New
902	Halsey Associates New Haven, Connecticut	$34.8M	+$2.72M	5	7.59%	Increased
903	Godsey & Gibb Inc Richmond, Virginia	$34.8M	+$1.55M	4	6.26%	Increased
904	Nexus Investment Management Toronto, Ontario, Canada	$34.7M	+$594K	2	6.83%	Increased
905	BACM Blue Arrow Capital Management New York	$34.7M	+$32.9M	2	3.38%	New
906	GCM Glynn Capital Management Menlo Park, California	$34.6M	-$9.21M	2	13.2%	Reduced
907	NBT Bank Norwich, New York	$34.5M	-$1.34M	4	5.51%	Reduced
908	Loews Corp New York	$34.3M	-$3.71M	3	0.23%	Reduced
909	BCM Boltwood Capital Management Walnut Creek, California	$34M	-$92K	5	9.97%	Reduced
910	CA Cullinan Associates Louisville, Kentucky	$33.9M	+$21.3M	5	2.63%	Increased
911	Maryland Capital Management Towson, Maryland	$33.9M	+$1.78M	4	5.29%	Increased
912	WCP Welch Capital Partners Harrison, New York	$33.9M	-$4.31M	2	10.99%	Reduced
913	JCM Jag Capital Management St Louis, Missouri	$33.8M	-$23M	6	6.08%	Reduced
914	Edgemoor Investment Advisors Bethesda, Maryland	$33.7M	+$2.22M	3	4.77%	Increased
915	Davidson Investment Advisors Great Falls, Montana	$33.6M	+$142K	4	5.03%	Increased
916	OCM Olstein Capital Management Purchase, New York	$33.6M	+$4.62M	3	3.63%	Increased
917	GAMCO Investors Greenwich, Connecticut	$33.5M	-$1.73M	5	0.18%	Reduced
918	Cetera Advisor Networks El Segundo, California	$33.5M	+$686K	6	2.15%	Increased
919	Anchor Capital Advisors Boston, Massachusetts	$33.4M	-$1.67M	4	0.72%	Reduced
920	Light Street Capital Management Palo Alto, California	$33.3M	-$3.99M	2	5.22%	Reduced
921	Zuckerman Investment Group Chicago, Illinois	$33.3M	+$12.7M	2	7.08%	Increased
922	Willis Investment Counsel Gainesville, Georgia	$33.2M	+$8.28M	2	3.08%	Increased
923	Maj Invest Holding A/S Copenhagen K, Denmark	$33.1M	+$8.78M	3	11.59%	Increased
924	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$32.8M	-$5.93M	8	2.53%	Reduced
925	Pillar Pacific Capital Management Pacifica, California	$32.7M	+$774K	6	5.73%	Increased