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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	Peconic Partners New York	$40.2M	+$39.1M	1	5.09%	New
1002	CC ClearArc Capital Cincinnati, Ohio	$40.1M	+$600K	9	7.58%	Increased
1003	Capital Advisors Inc Tulsa, Oklahoma	$40.1M	-$577K	6	6%	Reduced
1004	AS AIA (Singapore) Singapore	$40.1M	+$3.24M	1	15.7%	Increased
1005	MB Financial Bank - Trust Department Rosemont, Illinois	$40.1M	-$16.1K	6	4.33%	Reduced
1006	Front Barnett Associates Chicago, Illinois	$40M	-$10.4K	5	7.65%	Reduced
1007	OAM Oxford Asset Management Oxford, United Kingdom	$40M	-$2.33M	6	1.23%	Reduced
1008	ACN Advisor Consultant Network Cleveland, Ohio	$39.9M	+$39.4M	7	5.65%	New
1009	Country Club Trust Kansas City, Missouri	$39.9M	-$133K	7	5.65%	Reduced
1010	Cacti Asset Management Atlanta, Georgia	$39.8M	-$815K	5	4.06%	Reduced
1011	Halsey Associates New Haven, Connecticut	$39.8M	-$868K	5	8.62%	Reduced
1012	Buckingham Capital Management (New York) New York	$39.8M	-$64.8K	2	4.96%	Reduced
1013	BSPF British Steel Pension Fund London, United Kingdom	$39.4M	+$3.61M	7	5.06%	Increased
1014	Cubist Systematic Strategies Stamford, Connecticut	$39.3M	+$508K	15	2.52%	Increased
1015	KCM Investment Advisors Greenbrae, California	$39.2M	+$1.07M	7	2.69%	Increased
1016	General American Investors New York	$39.2M	$0	1	4%	Maintained
1017	Delta Asset Management Memphis, Tennessee	$39.2M	+$34.8K	8	6.68%	Increased
1018	Cobblestone Capital Advisors Rochester, New York	$39.1M	-$666K	9	5.54%	Reduced
1019	Dragoneer Investment Group San Francisco, California	$38.9M	-$5.13M	1	8.79%	Reduced
1020	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$38.9M	-$4.18M	1	0.82%	Reduced
1021	AIA Group Hong Kong	$38.9M	+$9.03M	1	58.89%	Increased
1022	Carnegie Investment Counsel Pepper Pike, Ohio	$38.9M	+$849K	6	5.61%	Increased
1023	Polar Asset Management Partners Toronto, Ontario, Canada	$38.8M	+$2.36M	2	1.2%	Increased
1024	GCM GoodHaven Capital Management Millburn, New Jersey	$38.8M	-$1.36M	4	12.95%	Reduced
1025	RegentAtlantic Capital Morristown, New Jersey	$38.7M	+$3.14M	7	4%	Increased