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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	Parthenon LLC Louisville, Kentucky	$45.4M	-$827K	5	10.77%	Reduced
1002	CC ClearArc Capital Cincinnati, Ohio	$45.2M	+$433K	9	7.53%	Increased
1003	RegentAtlantic Capital Morristown, New Jersey	$45.1M	-$427K	7	4.19%	Reduced
1004	Montrusco Bolton Investments Montreal, Quebec, Canada	$45M	+$3.79M	3	2.54%	Increased
1005	First Citizens Bank & Trust Raleigh, North Carolina	$44.7M	-$6.98M	8	5.41%	Reduced
1006	Buckingham Capital Management (New York) New York	$44.7M	+$1M	2	5.98%	Increased
1007	Godsey & Gibb Inc Richmond, Virginia	$44.7M	-$612K	4	8.13%	Reduced
1008	Delta Asset Management Memphis, Tennessee	$44.3M	+$163K	11	6.98%	Increased
1009	Royce & Associates New York	$44.3M	+$3.12M	2	0.29%	Increased
1010	Cacti Asset Management Atlanta, Georgia	$44.3M	$0	5	3.9%	Maintained
1011	GW Henssler & Associates Kennesaw, Georgia	$44.1M	-$1.85M	6	4.76%	Reduced
1012	Mizuho Securities USA New York	$44.1M	+$14.6M	2	2.4%	Increased
1013	TAM Tyers Asset Management Austin, Texas	$43.9M	-$1.87M	4	1.66%	Reduced
1014	OAM Oxford Asset Management Oxford, United Kingdom	$43.8M	+$4.02M	11	1.07%	Increased
1015	Baskin Financial Services Toronto, Ontario, Canada	$43.6M	+$724K	4	9.63%	Increased
1016	Middleton & Co Boston, Massachusetts	$43.6M	-$1.87M	6	9.55%	Reduced
1017	CCM Cadence Capital Management Boston, Massachusetts	$43.5M	+$1.58M	10	3%	Increased
1018	Halsey Associates New Haven, Connecticut	$43.3M	+$952K	5	9.17%	Increased
1019	Veritas Investment Management (UK) London, United Kingdom	$43.1M	-$564K	4	16.65%	Reduced
1020	PEAK6 Group Chicago, Illinois	$43M	-$32.6M	12	0.35%	Reduced
1021	Penserra Capital Management Orinda, California	$42.9M	+$40M	10	4.44%	Increased
1022	MN Services Vermogensbeheer The Hague, Netherlands	$42.9M	+$1.23M	10	8.29%	Increased
1023	Majedie Asset Management London, United Kingdom	$42.7M	+$9.07M	4	4.57%	Increased
1024	Cobblestone Capital Advisors Rochester, New York	$42.7M	-$735K	8	5.68%	Reduced
1025	Adell Harriman & Carpenter Houston, Texas	$42.6M	+$1.38M	7	9.77%	Increased