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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
1051	FPCM Fox Point Capital Management New York	$20M	$0	2	6.44%	Maintained
1052	Sand Hill Global Advisors Palo Alto, California	$20M	+$4.5M	4	3.44%	Increased
1053	HMC Harbert Management Corporation Birmingham, Alabama	$19.9M	+$8.24M	2	10.87%	Increased
1054	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$19.9M	$0	7	4.34%	Maintained
1055	Trust Company of Vermont Brattleboro, Vermont	$19.9M	-$287K	6	3.64%	Reduced
1056	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$19.8M	+$746K	4	4.6%	Increased
1057	FOAM Five Oceans Asset Management Sydney, Australia	$19.8M	-$464K	2	5.83%	Reduced
1058	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$19.8M	-$3.64M	5	5.43%	Reduced
1059	EGM Espalier Global Management New York	$19.7M	-$31.2M	1	2.09%	Reduced
1060	Quantitative Investment Management Charlottesville, Virginia	$19.5M	-$13.9M	5	1.74%	Reduced
1061	Scotia Asset Management Toronto, Ontario, Canada	$19.4M	+$953K	4	0.97%	Increased
1062	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$19.4M	-$12.8M	1	1.33%	Reduced
1063	HPCM High Pointe Capital Management Chicago, Illinois	$19.4M	$0	5	7.79%	Maintained
1064	Wellington Shields Capital Management New York	$19.3M	-$14.6K	3	3.7%	Reduced
1065	Bank of the West Monterey Park, California	$19.3M	-$888K	6	3.51%	Reduced
1066	Moody Lynn & Lieberson Boston, Massachusetts	$19.3M	-$1.03M	3	2.98%	Reduced
1067	SAM Symphony Asset Management San Francisco, California	$19.3M	-$4.73M	5	1.95%	Reduced
1068	EP Wealth Advisors Torrance, California	$19.3M	+$879K	5	6.05%	Increased
1069	JCM JD Capital Management Darien, Connecticut	$19.2M	+$19.5M	2	1.99%	New
1070	FI FCM Investments Dallas, Texas	$19.2M	-$2.23M	4	7.7%	Reduced
1071	James Investment Research Alpha, Ohio	$19.1M	-$7.27M	3	0.73%	Reduced
1072	Jacobs & Co San Francisco, California	$19.1M	+$413K	4	6.64%	Increased
1073	BCM Buckhead Capital Management Atlanta, Georgia	$19.1M	-$350K	3	2.62%	Reduced
1074	HCM Hutchinson Capital Management San Rafael, California	$19.1M	+$617K	2	6.18%	Increased
1075	M MOTCO San Antonio, Texas	$19M	+$377K	6	2.33%	Increased