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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
951	KCP KDI Capital Partners Raleigh, North Carolina	$24M	+$8.28M	2	5.76%	Increased
952	MIM Marco Investment Management Atlanta, Georgia	$24M	-$240K	6	5.51%	Reduced
953	MHP Manatuck Hill Partners Westport, Connecticut	$24M	-$5.75M	2	3.09%	Reduced
954	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$24M	+$522K	3	11.51%	Increased
955	BAMCO Inc New York	$23.9M	+$153K	3	0.11%	Increased
956	Janney Capital Management Pittsburgh, Pennsylvania	$23.8M	+$511K	2	1.95%	Increased
957	Scout Investments Kansas City, Missouri	$23.8M	+$1.33M	2	0.17%	Increased
958	Cacti Asset Management Atlanta, Georgia	$23.7M	+$2.44M	2	4.07%	Increased
959	GIM Greystone Investment Management Cincinnati, Ohio	$23.7M	+$5.2M	4	10.06%	Increased
960	PDT Partners New York	$23.6M	-$10.1M	4	0.64%	Reduced
961	AIA Alerus Investment Advisors Wayzata, Minnesota	$23.6M	-$6.12M	4	4.7%	Reduced
962	TCM TriOaks Capital Management New York	$23.5M	-$7.54M	2	2.78%	Reduced
963	Night Owl Capital Management Greenwich, Connecticut	$23.5M	+$830K	2	11.46%	Increased
964	ST Stifel Trust St. Louis, Missouri	$23.5M	-$2.25M	7	4.68%	Reduced
965	Baldwin Wealth Partners Marion, Massachusetts	$23.4M	+$930K	6	4.28%	Increased
966	Mairs & Power Inc St Paul, Minnesota	$23.3M	-$1.87M	4	0.4%	Reduced
967	Jupiter Investment Management London, United Kingdom	$23.3M	+$5.91M	4	2.21%	Increased
968	BHF Kleinwort Benson Group Brussels, Belgium	$23.3M	+$713K	6	3.17%	Increased
969	Royce & Associates New York	$23.2M	+$340K	3	0.07%	Increased
970	Gerstein Fisher New York	$23.1M	+$139K	5	5%	Increased
971	Kanawha Capital Management Richmond, Virginia	$23.1M	+$1.61M	3	4.77%	Increased
972	RIG Roosevelt Investment Group New York	$23M	+$1.41M	4	1.02%	Increased
973	CIC Canal Insurance Company Greenville, South Carolina	$23M	-$967K	2	7.64%	Reduced
974	Ariel Investments Chicago, Illinois	$23M	+$7.82M	2	0.33%	Increased
975	RegentAtlantic Capital Morristown, New Jersey	$22.9M	+$5.24M	5	2.5%	Increased