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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	ST Stifel Trust St. Louis, Missouri	$24.2M	-$2.06M	7	4.56%	Reduced
1027	CIC Canal Insurance Company Greenville, South Carolina	$24.2M	-$2.25M	2	7.81%	Reduced
1028	Sandy Spring Bank Olney, Maryland	$24.1M	-$254K	8	3.7%	Reduced
1029	MAM Mastrapasqua Asset Management Nashville, Tennessee	$24M	-$652K	4	5.65%	Reduced
1030	Torray Investment Partners Bethesda, Maryland	$24M	+$4.55M	3	4.07%	Increased
1031	Global X Management Company New York	$24M	+$5.45M	6	1.63%	Increased
1032	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$24M	+$22.1M	2	0.95%	New
1033	Kennedy Capital Management St Louis, Missouri	$24M	-$84.7K	2	0.45%	Reduced
1034	Obermeyer Wealth Partners Aspen, Colorado	$23.9M	-$4.32M	2	5.97%	Reduced
1035	Locust Wood Capital Advisers New York	$23.9M	+$2.91M	1	3.89%	Increased
1036	SIC Schwartz Investment Counsel Plymouth, Michigan	$23.9M	+$5.8M	3	1.77%	Increased
1037	LAM Lingohr Asset Management Duesseldorf, Germany	$23.8M	+$14.3M	3	4.87%	Increased
1038	EULAV Asset Management Sarasota, Florida	$23.8M	-$228K	5	1.3%	Reduced
1039	CC Coastland Capital Palo Alto, California	$23.8M	+$17.9M	2	0.96%	Increased
1040	Trust Company of Vermont Brattleboro, Vermont	$23.8M	+$942K	8	3.89%	Increased
1041	HCM Hutchinson Capital Management San Rafael, California	$23.5M	-$14K	2	6.97%	Reduced
1042	EP Wealth Advisors Torrance, California	$23.5M	-$679K	5	6.43%	Reduced
1043	DSI Daiwa SB Investments Tokyo, Japan	$23.5M	-$772K	4	2.81%	Reduced
1044	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$23.5M	+$420K	4	6.82%	Increased
1045	Mark Asset Management New York	$23.5M	-$7.85M	3	7.22%	Reduced
1046	SPC Standard Pacific Capital San Francisco, California	$23.4M	+$9.26M	1	3.36%	Increased
1047	BIC Bridges Investment Counsel Omaha, Nebraska	$23.4M	-$143K	5	5.45%	Reduced
1048	TP Theleme Partners London, United Kingdom	$23.4M	+$21.4M	1	1.52%	New
1049	AAA Alpine Associates Advisors Englewood Cliffs, New Jersey	$23.3M	+$21.3M	1	1.46%	New
1050	TIAAOA Teachers Insurance & Annuity Association of America New York	$23.2M	$0	1	1%	Maintained