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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
1001	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$22.1M	+$21.3M	1	3.96%	New
1002	Cacti Asset Management Atlanta, Georgia	$22M	+$23.4M	2	4.2%	New
1003	Night Owl Capital Management Greenwich, Connecticut	$22M	+$22.3M	2	12.09%	New
1004	First Long Island Investors Jericho, New York	$22M	+$21M	3	6.93%	New
1005	SM SCFF Management Menlo Park, California	$21.9M	+$21.1M	1	25.86%	New
1006	Veritas Investment Management (UK) London, United Kingdom	$21.9M	+$21M	3	18.96%	New
1007	First Midwest Bank Trust Division Joliet, Illinois	$21.9M	+$22.4M	5	4.39%	New
1008	Adell Harriman & Carpenter Houston, Texas	$21.9M	+$22M	5	7.84%	New
1009	AIM Act II Management New York	$21.9M	+$21.1M	1	5.88%	New
1010	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$21.9M	+$21M	2	6.01%	New
1011	BP Bandera Partners New York	$21.8M	+$21M	1	11.98%	New
1012	Kanawha Capital Management Richmond, Virginia	$21.7M	+$22.3M	3	4.77%	New
1013	FCM Freshford Capital Management Rye Brook, New York	$21.7M	+$21.3M	1	3.22%	New
1014	Grandfield & Dodd New York	$21.7M	+$20.9M	4	4.11%	New
1015	Grimes & Company Westborough, Massachusetts	$21.7M	+$21.9M	4	7.91%	New
1016	Palisade Asset Management Minneapolis, Minnesota	$21.7M	+$21.9M	3	5.46%	New
1017	Alyeska Investment Group Chicago, Illinois	$21.7M	+$20.8M	2	1.06%	New
1018	Halsey Associates New Haven, Connecticut	$21.7M	+$21.4M	3	5.56%	New
1019	Chartwell Investment Partners Berywn, Pennsylvania	$21.5M	+$22M	3	0.55%	New
1020	DBG De Burlo Group Boston, Massachusetts	$21.5M	+$21.2M	6	6.36%	New
1021	Beaumont Financial Advisors Needham, Massachusetts	$21.4M	+$21.4M	4	1.98%	New
1022	SBCM Silver Bridge Capital Management Boston, Massachusetts	$21.3M	+$21.3M	5	3.86%	New
1023	BTR Capital Management Oakland, California	$21.1M	+$21.6M	3	6.57%	New
1024	GPCM Greenbrier Partners Capital Management Dallas, Texas	$21.1M	+$20.4M	1	7.63%	New
1025	NC NBW Capital Boston, Massachusetts	$21.1M	+$20.3M	4	4.01%	New