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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
926	SC Shellback Capital Boston, Massachusetts	$33.1M	+$33.2M	2	3.76%	New
927	Parthenon LLC Louisville, Kentucky	$33.1M	+$20.3K	4	9.13%	Increased
928	Central Trust Company Jefferson City, Missouri	$33.1M	-$3.95M	10	2.7%	Reduced
929	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$33M	-$364K	4	3.83%	Reduced
930	Private Wealth Partners Mill Valley, California	$33M	-$4.26M	6	7.75%	Reduced
931	AG Aravt Global New York	$32.7M	+$32.3M	1	2.44%	New
932	GCM Gabalex Capital Management New York	$32.5M	-$8.59M	1	11.48%	Reduced
933	TCA Taconic Capital Advisors New York	$32.5M	-$16.4M	1	1.11%	Reduced
934	Senvest Management New York	$32.4M	+$33.1M	1	2.31%	New
935	Lowe Brockenbrough & Co Richmond, Virginia	$32.2M	-$2.78M	4	5.12%	Reduced
936	KPF K2 Principal Fund Toronto, Ontario, Canada	$32.2M	+$32.6M	1	7.55%	New
937	Dowling & Yahnke San Diego, California	$32.1M	+$517K	5	4%	Increased
938	Pillar Pacific Capital Management Pacifica, California	$32.1M	-$1.15M	6	5.79%	Reduced
939	AIM Allen Investment Management New York	$32M	+$4.01M	3	2.42%	Increased
940	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$32M	+$21.8M	4	0.57%	Increased
941	Dearborn Partners Chicago, Illinois	$31.9M	-$170K	5	2.93%	Reduced
942	Capital One National Association New York	$31.9M	-$1.51M	6	3.05%	Reduced
943	Convergence Investment Partners Palm Beach Gardens, Florida	$31.8M	+$4.34M	4	4.25%	Increased
944	General American Investors New York	$31.6M	$0	1	2.53%	Maintained
945	KG Killen Group Berwyn, Pennsylvania	$31.6M	-$13.2M	2	2.06%	Reduced
946	Valley Wealth Managers Paramus, New Jersey	$31.5M	+$244K	3	5.63%	Increased
947	Farmers & Merchants Investments Inc Lincoln, Nebraska	$31.5M	+$221K	6	3.94%	Increased
948	KCP Kenmare Capital Partners New York	$31.4M	+$2.42M	1	19.79%	Increased
949	Grimes & Company Westborough, Massachusetts	$31.4M	-$82.7K	7	8.12%	Reduced
950	GMIM General Motors Investment Management New York	$31.4M	-$5.35M	5	2.51%	Reduced