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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	Fukoku Mutual Life Insurance Tokyo, Japan	$25.4M	+$4.35M	7	5.26%	Increased
1002	BTR Capital Management Oakland, California	$25.4M	-$66.5K	3	7.4%	Reduced
1003	RNC Capital Management Los Angeles, California	$25.3M	+$735K	6	2.2%	Increased
1004	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$25.3M	+$1.1M	5	8.79%	Increased
1005	UM Ulysses Management New York	$25.2M	+$190K	2	4.97%	Increased
1006	ICAP Independence Capital Asset Partners Denver, Colorado	$25.2M	+$25.3M	2	4.19%	New
1007	Delta Asset Management Memphis, Tennessee	$25.2M	+$90.6K	5	5.47%	Increased
1008	Cortland Associates St Louis, Missouri	$25.1M	+$851K	2	5.14%	Increased
1009	CCM Century Capital Management Boston, Massachusetts	$25.1M	+$6.48M	3	1.17%	Increased
1010	SAMNY Samsung Asset Management (New York) New York	$25M	-$8.8M	5	8.83%	Reduced
1011	MIS Morningstar Investment Services Chicago, Illinois	$25M	+$6.07M	4	1.71%	Increased
1012	GIM Greylin Investment Management Orange, Virginia	$24.9M	+$4.72M	2	6.03%	Increased
1013	Thompson Investment Management Madison, Wisconsin	$24.8M	+$4.22K	3	4.95%	Increased
1014	KCM Investment Advisors Greenbrae, California	$24.7M	+$580K	5	2.56%	Increased
1015	SIG Schooner Investment Group Wayne, Pennsylvania	$24.7M	+$5.85M	5	6.21%	Increased
1016	SAM Sheffield Asset Management Chicago, Illinois	$24.7M	-$29.6M	1	2.92%	Reduced
1017	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$24.6M	-$119K	5	5.35%	Reduced
1018	AIA Alerus Investment Advisors Wayzata, Minnesota	$24.5M	-$1.35M	4	5.28%	Reduced
1019	First Long Island Investors Jericho, New York	$24.4M	-$2.38M	3	6.04%	Reduced
1020	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$24.4M	-$4.99M	1	2.97%	Reduced
1021	BPM Bronson Point Management Fairfield, Connecticut	$24.4M	+$26.9M	1	1.62%	New
1022	MHP Manatuck Hill Partners Westport, Connecticut	$24.3M	-$3.05M	1	3.87%	Reduced
1023	Nichols & Pratt Advisers Boston, Massachusetts	$24.3M	+$10M	4	2.2%	Increased
1024	Bragg Financial Advisors Charlotte, North Carolina	$24.3M	+$332K	6	5.94%	Increased
1025	John G. Ullman & Associates Corning, New York	$24.2M	-$1.47M	3	4.49%	Reduced