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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
1076	Jacobs & Co San Francisco, California	$19M	+$19.3M	4	6.9%	New
1077	Petrus Trust Company Dallas, Texas	$19M	+$19.4M	2	4.84%	New
1078	GIM Greystone Investment Management Cincinnati, Ohio	$19M	+$18.7M	3	8.07%	New
1079	First Financial Bank - Trust Division Hamilton, Ohio	$19M	+$19.5M	3	4.72%	New
1080	SCM Summit Capital Management Seattle, Washington	$19M	+$18M	1	8.06%	New
1081	Scotia Asset Management Toronto, Ontario, Canada	$18.8M	+$19M	4	0.99%	New
1082	KKR Credit Advisors San Francisco, California	$18.8M	+$18.2M	1	2.57%	New
1083	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$18.7M	+$18.8M	4	4.62%	New
1084	M MOTCO San Antonio, Texas	$18.7M	+$19.1M	6	2.38%	New
1085	SCM Stonebridge Capital Management Los Angeles, California	$18.7M	+$19M	4	8.7%	New
1086	Lee, Danner & Bass Nashville, Tennessee	$18.7M	+$19.3M	4	2.72%	New
1087	Everence Capital Management Goshen, Indiana	$18.7M	+$18.6M	8	8.45%	New
1088	CFM Country Fund Management Bloomington, Illinois	$18.7M	+$18.9M	4	6.28%	New
1089	Hudson Bay Capital Management Stamford, Connecticut	$18.6M	+$17.8M	1	0.99%	New
1090	FPCM Financial Partners Capital Management New York	$18.5M	+$17.7M	2	8.33%	New
1091	MCG Meru Capital Group New York	$18.5M	+$17.8M	2	3.48%	New
1092	BAM Burnham Asset Management New York	$18.5M	+$18.3M	4	4.69%	New
1093	Community Trust & Investment Versailles, Kentucky	$18.3M	+$17.4M	2	3.88%	New
1094	Zevin Asset Management Boston, Massachusetts	$18.2M	+$19.5M	3	6.31%	New
1095	FAB First American Bank Dundee, Illinois	$18.1M	+$17.7M	4	2.52%	New
1096	AL Agran Libbie Santa Monica, California	$18.1M	+$18.2M	5	5.25%	New
1097	Cumberland Partners Toronto, Ontario, Canada	$18.1M	+$19.3M	1	2.31%	New
1098	Jupiter Investment Management London, United Kingdom	$18.1M	+$18.8M	3	2.18%	New
1099	FPCM Fox Point Capital Management New York	$18.1M	+$18.3M	2	5.5%	New
1100	IT Investors Trust Dallas, Texas	$18M	+$17.7M	2	3.04%	New