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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
1026	TM Tiger Management New York	$24M	-$4.09M	1	7.36%	Reduced
1027	Sandler Capital Management New York	$24M	-$45.7M	1	0.78%	Reduced
1028	RNC Capital Management Los Angeles, California	$24M	+$146K	6	2.13%	Increased
1029	LMR Master Fund Grand Cayman, Cayman Islands	$23.9M	+$21.8M	5	2.47%	Increased
1030	Sun Life Financial Toronto, Ontario, Canada	$23.8M	-$5.46M	2	2.11%	Reduced
1031	Adell Harriman & Carpenter Houston, Texas	$23.8M	-$956K	5	7.4%	Reduced
1032	Willis Investment Counsel Gainesville, Georgia	$23.8M	-$507K	1	1.1%	Reduced
1033	SKBA Capital Management San Francisco, California	$23.7M	+$3.48M	1	2.77%	Increased
1034	AEGON Asset Management (UK) Edinburgh, United Kingdom	$23.7M	+$13.8M	3	3.38%	Increased
1035	BTR Capital Management Oakland, California	$23.7M	-$265K	3	6.75%	Reduced
1036	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$23.7M	-$160K	5	5.7%	Reduced
1037	MAM Mastrapasqua Asset Management Nashville, Tennessee	$23.6M	-$1.37M	3	5.35%	Reduced
1038	EP Wealth Advisors Torrance, California	$23.6M	+$207K	5	6.12%	Increased
1039	Veritas Investment Management (UK) London, United Kingdom	$23.3M	-$1.36M	3	19.09%	Reduced
1040	Thompson Investment Management Madison, Wisconsin	$23.3M	-$312K	3	4.62%	Reduced
1041	SCGF III Management Menlo Park, California	$23.3M	-$1.08K	1	4.45%	Reduced
1042	Bridges Investment Counsel Omaha, Nebraska	$23.2M	-$551K	5	5.33%	Reduced
1043	Baring International Investment London, United Kingdom	$23.2M	-$10.6M	5	1.26%	Reduced
1044	Grandfield & Dodd New York	$23.2M	+$112K	4	3.76%	Increased
1045	KCM Investment Advisors Greenbrae, California	$23.1M	+$795K	5	2.52%	Increased
1046	Sandy Spring Bank Olney, Maryland	$23.1M	-$875K	8	3.25%	Reduced
1047	Bragg Financial Advisors Charlotte, North Carolina	$23M	-$465K	6	5.59%	Reduced
1048	Delta Asset Management Memphis, Tennessee	$23M	+$438K	6	5.13%	Increased
1049	MHP Manatuck Hill Partners Westport, Connecticut	$23M	-$3.19M	1	3.23%	Reduced
1050	EULAV Asset Management Sarasota, Florida	$22.9M	-$370K	5	1.25%	Reduced