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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
976	Willis Investment Counsel Gainesville, Georgia	$26.2M	+$103K	1	2.65%	Increased
977	RegentAtlantic Capital Morristown, New Jersey	$26.1M	-$387K	4	2.55%	Reduced
978	RI Redwood Investments Boston, Massachusetts	$26.1M	+$10.6M	1	3.76%	Increased
979	Griffin Asset Management New York	$26.1M	-$7.25M	3	8.47%	Reduced
980	Crosslink Capital Menlo Park, California	$26.1M	+$2.59M	2	2.53%	Increased
981	Halsey Associates New Haven, Connecticut	$26M	-$2.01M	4	5.9%	Reduced
982	FNB First Niagara Bank Lockport, New York	$26M	-$1.4M	5	5.18%	Reduced
983	PP Prospector Partners Guilford, Connecticut	$25.9M	-$4.1M	2	1.24%	Reduced
984	GJCM Grand Jean Capital Management San Francisco, California	$25.8M	-$3.73M	3	9.32%	Reduced
985	Royce & Associates New York	$25.8M	-$1.41M	3	0.08%	Reduced
986	Grandfield & Dodd New York	$25.8M	+$601K	4	4.05%	Increased
987	Arden Trust Wilmington, Delaware	$25.8M	-$1.68M	7	3.17%	Reduced
988	Nelson Capital Management Menlo Park, California	$25.8M	+$868K	7	11.34%	Increased
989	RGI River Global Investors London, United Kingdom	$25.7M	-$2.24M	3	6.02%	Reduced
990	SCM Summit Capital Management Seattle, Washington	$25.7M	-$576K	1	9.1%	Reduced
991	Wilmington Funds Management Wilmington, Delaware	$25.7M	-$2.38M	9	2.79%	Reduced
992	BTP Bloom Tree Partners New York	$25.7M	+$27M	1	3.89%	New
993	Carnegie Investment Counsel Pepper Pike, Ohio	$25.7M	-$328K	5	6.77%	Reduced
994	Robeco Schweiz Zurich, Switzerland	$25.6M	-$2.33M	3	2.22%	Reduced
995	TH Timber Hill Greenwich, Connecticut	$25.6M	-$15.2M	5	0.11%	Reduced
996	TAM Taylor Asset Management Toronto, Ontario, Canada	$25.6M	-$2.59M	1	2.91%	Reduced
997	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$25.6M	+$26.8M	1	6.93%	New
998	SMI Shelter Mutual Insurance Columbia, Missouri	$25.6M	$0	2	7.03%	Maintained
999	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$25.6M	+$3.43M	1	1.8%	Increased
1000	OFI Advisors Philadelphia, Pennsylvania	$25.4M	+$125K	9	1.97%	Increased