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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	TC Towle & Co Denver, Colorado	$25.8M	-$154K	1	4.67%	Reduced
1052	AIA Affinity Investment Advisors Newport Beach, California	$25.8M	+$736K	3	2.39%	Increased
1053	LT LJ Trust Reno, Nevada	$25.8M	+$4.25M	1	4.05%	Increased
1054	EC EMS Capital New York	$25.8M	+$4.81M	2	4.49%	Increased
1055	Endurance Wealth Management Providence, Rhode Island	$25.8M	-$291K	6	4.61%	Reduced
1056	Capital Advisors Inc Tulsa, Oklahoma	$25.7M	+$604K	5	4.75%	Increased
1057	Thompson Investment Management Madison, Wisconsin	$25.7M	-$645K	3	4.9%	Reduced
1058	Kimelman & Baird New York	$25.6M	-$305K	3	4.61%	Reduced
1059	Kennedy Capital Management St Louis, Missouri	$25.6M	-$2.16M	2	0.47%	Reduced
1060	Greystone Managed Investments Regina, Saskatchewan, Canada	$25.6M	-$1.32M	1	0.54%	Reduced
1061	Chas P. Smith & Associates (CPS) Lakeland, Florida	$25.5M	+$542K	4	4.62%	Increased
1062	Meiji Yasuda Asset Management Tokyo, Japan	$25.5M	-$1.45M	7	6.14%	Reduced
1063	T TOBAM Paris, France	$25.5M	+$15.2M	3	0.84%	Increased
1064	MB Financial Bank - Trust Department Rosemont, Illinois	$25.3M	+$55.9K	7	3.02%	Increased
1065	Meritage Portfolio Management Overland Park, Kansas	$25.2M	-$419K	6	2.68%	Reduced
1066	HCM Hutchinson Capital Management San Rafael, California	$25.2M	-$742K	2	7.11%	Reduced
1067	Sylebra Capital (HK) Hong Kong	$25.1M	+$25.2M	2	8.87%	New
1068	Mark Asset Management New York	$25M	-$752K	2	6.71%	Reduced
1069	LIM Lagoda Investment Management New York	$25M	+$25.5M	2	6.67%	New
1070	Webster Bank Waterbury, Connecticut	$25M	+$330K	5	4.19%	Increased
1071	Foster & Motley Cincinnati, Ohio	$24.8M	-$669K	3	5.62%	Reduced
1072	Edgar Lomax Company Kingstowne, Virginia	$24.8M	-$46.9M	2	1.55%	Reduced
1073	GJCM Grand Jean Capital Management San Francisco, California	$24.8M	+$154K	4	9.38%	Increased
1074	RNC Capital Management Los Angeles, California	$24.7M	-$508K	6	2.02%	Reduced
1075	KCM Investment Advisors Greenbrae, California	$24.6M	-$435K	4	2.07%	Reduced