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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	John G. Ullman & Associates Corning, New York	$19M	+$3.95M	3	3.88%	Increased
1077	MRCM M&R Capital Management Summit, New Jersey	$19M	-$135K	5	5.33%	Reduced
1078	Diversified Trust Memphis, Tennessee	$19M	+$6.86M	5	2%	Increased
1079	Everence Capital Management Goshen, Indiana	$18.9M	$0	8	8.11%	Maintained
1080	FAM Foundation Asset Management White Plains, New York	$18.9M	+$966K	1	5.22%	Increased
1081	SCM Stonebridge Capital Management Los Angeles, California	$18.8M	-$65.1K	4	8.52%	Reduced
1082	RCA Rex Capital Advisors Providence, Rhode Island	$18.8M	-$50.4M	3	20.61%	Reduced
1083	Chartwell Investment Partners Berywn, Pennsylvania	$18.7M	-$2.76M	4	0.42%	Reduced
1084	Visium Asset Management New York	$18.7M	+$3.21M	6	0.42%	Increased
1085	TC Towle & Co Denver, Colorado	$18.7M	-$454K	1	4.28%	Reduced
1086	KKR Credit Advisors San Francisco, California	$18.7M	-$88.7K	1	2.34%	Reduced
1087	WealthTrust Fairport Cleveland, Ohio	$18.6M	-$939K	6	3.09%	Reduced
1088	First Financial Bank - Trust Division Hamilton, Ohio	$18.6M	-$321K	3	4.64%	Reduced
1089	OAM Oxford Asset Management Oxford, United Kingdom	$18.5M	-$10.3M	3	0.41%	Reduced
1090	ACM Artha Capital Management Stamford, Connecticut	$18.4M	+$8.08M	2	5.94%	Increased
1091	CC ClearArc Capital Cincinnati, Ohio	$18.4M	-$2.15M	6	5.13%	Reduced
1092	SCM Summit Capital Management Seattle, Washington	$18.3M	+$64.8K	1	8.71%	Increased
1093	NPC National Planning Corporation El Segundo, California	$18.3M	+$4.16M	7	1.78%	Increased
1094	7AM 7x7 Asset Management San Francisco, California	$18.3M	+$9.42M	3	9.84%	Increased
1095	SCGF III Management Menlo Park, California	$18.2M	$0	1	7.03%	Maintained
1096	BAM Burnham Asset Management New York	$18.2M	-$662K	5	4.52%	Reduced
1097	AFAM Capital Austin, Texas	$18.2M	+$4.97M	3	2.5%	Increased
1098	SR Sloane Robinson London, United Kingdom	$18.2M	+$5.26M	2	15.52%	Increased
1099	AL Agran Libbie Santa Monica, California	$18.2M	-$63.7K	5	5.28%	Reduced
1100	CDH Charles D. Hyman	$18.1M	+$388K	4	3.58%	Increased