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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	Private Management Group Irvine, California	$23.1M	-$199K	1	1.42%	Reduced
1052	AP Alydar Partners Boston, Massachusetts	$23M	+$11.1M	3	1.96%	Increased
1053	Gerstein Fisher New York	$23M	+$24.9K	5	4.36%	Increased
1054	HCMT Highland Capital Management (Texas) Dallas, Texas	$22.9M	-$272K	3	0.84%	Reduced
1055	RCA Rex Capital Advisors Providence, Rhode Island	$22.9M	+$5.94M	3	20.44%	Increased
1056	BIC Bridges Investment Counsel Omaha, Nebraska	$22.8M	-$155K	5	5.24%	Reduced
1057	SCM Stonebridge Capital Management Los Angeles, California	$22.8M	+$210K	5	8.6%	Increased
1058	Freestone Capital Holdings Seattle, Washington	$22.7M	-$402K	5	3.55%	Reduced
1059	First Midwest Bank Trust Division Joliet, Illinois	$22.7M	+$279K	5	3.54%	Increased
1060	First Long Island Investors Jericho, New York	$22.7M	-$2.48M	2	5.32%	Reduced
1061	M MOTCO San Antonio, Texas	$22.6M	+$189K	6	2.48%	Increased
1062	Jacobs & Co San Francisco, California	$22.6M	+$467K	4	6.55%	Increased
1063	MRCM M&R Capital Management Summit, New Jersey	$22.6M	-$193K	4	5.31%	Reduced
1064	Sandy Spring Bank Olney, Maryland	$22.6M	-$1.22M	7	2.83%	Reduced
1065	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$22.6M	+$12.3M	3	0.75%	Increased
1066	Ionic Capital Management New York	$22.5M	-$18.3M	2	0.72%	Reduced
1067	Fuller & Thaler Asset Management San Mateo, California	$22.4M	+$523K	10	0.95%	Increased
1068	AEGON Asset Management (UK) Edinburgh, United Kingdom	$22.4M	-$30.1K	2	2.57%	Reduced
1069	BLB&B Advisors Montgomeryville, Pennsylvania	$22.3M	-$14.7K	3	4.77%	Reduced
1070	Royce & Associates New York	$22.3M	-$3.12M	4	0.07%	Reduced
1071	Duff & Phelps Investment Management Chicago, Illinois	$22.3M	+$36.4K	5	0.34%	Increased
1072	Strategy Asset Managers Pasadena, California	$22.3M	-$391K	3	4.74%	Reduced
1073	Capstone Investment Advisors New York	$22M	+$6.09M	3	0.29%	Increased
1074	CCM Cupps Capital Management Chicago, Illinois	$22M	+$5.68M	2	1.78%	Increased
1075	Montag & Associates Atlanta, Georgia	$22M	+$2.92M	4	3.58%	Increased