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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	RegentAtlantic Capital Morristown, New Jersey	$25.7M	-$734K	5	2.47%	Reduced
1052	Locust Wood Capital Advisers New York	$25.7M	+$24.7M	1	3.47%	New
1053	Simplex Trading Chicago, Illinois	$25.7M	-$113M	10	1.88%	Reduced
1054	Stratton Management King Of Prussia, Pennsylvania	$25.6M	+$2.93M	3	2.94%	Increased
1055	FA FDx Advisors Chicago, Illinois	$25.6M	+$835K	7	2.2%	Increased
1056	Palisade Asset Management Minneapolis, Minnesota	$25.6M	-$1.43M	3	5.71%	Reduced
1057	Colony Group Boston, Massachusetts	$25.5M	+$1.08M	8	2.97%	Increased
1058	Greenwich Wealth Management Greenwich, Connecticut	$25.5M	-$7.54M	3	6.17%	Reduced
1059	QI Quotient Investors New York	$25.4M	-$13.6M	5	5.6%	Reduced
1060	Portolan Capital Management Boston, Massachusetts	$25.4M	+$13M	2	3.37%	Increased
1061	KLC Knowledge Leaders Capital Denver, Colorado	$25.4M	+$261K	3	9.63%	Increased
1062	Loews Corp New York	$25.3M	-$25.2M	3	0.21%	Reduced
1063	AI ArchPoint Investors Coral Gables, Florida	$25.2M	-$5.45M	3	17.49%	Reduced
1064	LIM Lagoda Investment Management New York	$25.1M	-$211K	2	7.34%	Reduced
1065	SCM Summit Capital Management Seattle, Washington	$25.1M	-$252K	1	12.29%	Reduced
1066	CPWM LLC Seattle, Washington	$25.1M	+$5.81M	6	5.51%	Increased
1067	DP DSAM Partners London, United Kingdom	$25.1M	+$7.84M	2	7.45%	Increased
1068	LT LJ Trust Reno, Nevada	$25.1M	+$494K	1	4.64%	Increased
1069	Jacobs & Co San Francisco, California	$25M	+$508K	4	6.65%	Increased
1070	TM Tikvah Management Charlotte, North Carolina	$25M	$0	2	13.94%	Maintained
1071	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$25M	+$1.59M	6	7.87%	Increased
1072	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$25M	-$535K	2	6.02%	Reduced
1073	FirstMerit Bank N.A. Trustee Akron, Ohio	$25M	+$61.7K	5	2.22%	Increased
1074	Junto Capital Management New York	$24.9M	+$24M	1	5.58%	New
1075	MC MSF Capital New York	$24.9M	-$2.58M	2	6.4%	Reduced