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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	Onex Canada Asset Management Toronto, Ontario, Canada	$27M	-$25.1M	2	2.02%	Reduced
1027	QI Quotient Investors New York	$27M	-$1.54M	4	5.9%	Reduced
1028	Meeder Asset Management Dublin, Ohio	$27M	+$1.54M	6	3.96%	Increased
1029	FAB First American Bank Dundee, Illinois	$27M	-$182K	5	2.94%	Reduced
1030	Convergence Investment Partners Palm Beach Gardens, Florida	$26.9M	-$6.49M	4	3.68%	Reduced
1031	RiverFront Investment Group Richmond, Virginia	$26.8M	+$28.4M	1	0.66%	New
1032	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$26.8M	-$30.2K	1	7.17%	Reduced
1033	Mark Asset Management New York	$26.8M	+$5.19M	2	7.31%	Increased
1034	Arrow Financial Glens Falls, New York	$26.7M	-$741K	5	7.41%	Reduced
1035	Jana Partners New York	$26.7M	+$26.9M	1	0.14%	New
1036	Jupiter Investment Management London, United Kingdom	$26.6M	-$23.2M	4	1.31%	Reduced
1037	First Allied Advisory Services San Diego, California	$26.5M	-$2.43M	6	2.1%	Reduced
1038	Sandy Spring Bank Olney, Maryland	$26.5M	+$2.27M	7	3.26%	Increased
1039	RNS Robert N. Shapiro	$26.5M	-$830K	8	5.02%	Reduced
1040	Kimelman & Baird New York	$26.5M	-$602K	4	5%	Reduced
1041	YCG LLC Austin, Texas	$26.4M	+$4.54M	4	9.23%	Increased
1042	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$26.4M	+$3.13M	2	5.99%	Increased
1043	KCM Investment Advisors Greenbrae, California	$26.3M	+$434K	5	2.4%	Increased
1044	Thompson Investment Management Madison, Wisconsin	$26.1M	-$758K	3	5%	Reduced
1045	CC ClearArc Capital Cincinnati, Ohio	$26.1M	+$1.79M	7	5.89%	Increased
1046	Meritage Portfolio Management Overland Park, Kansas	$26.1M	-$579K	6	2.97%	Reduced
1047	HCM Hutchinson Capital Management San Rafael, California	$26M	-$794K	2	7.65%	Reduced
1048	Whitebox Advisors Minneapolis, Minnesota	$25.9M	+$5.46M	4	1.01%	Increased
1049	Murphy Capital Management Bedminster, New Jersey	$25.9M	+$530K	5	4.03%	Increased
1050	EP Wealth Advisors Torrance, California	$25.8M	+$1.04M	5	4.18%	Increased