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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	TH Timber Hill Greenwich, Connecticut	$23.8M	+$12.4M	8	0.11%	Increased
1077	SCM Stonebridge Capital Management Los Angeles, California	$23.8M	+$1.24M	6	9.69%	Increased
1078	EULAV Asset Management Sarasota, Florida	$23.8M	+$5.75M	3	1.23%	Increased
1079	KLC Knowledge Leaders Capital Denver, Colorado	$23.8M	-$1.72M	3	8.06%	Reduced
1080	Essex Investment Management Boston, Massachusetts	$23.7M	-$9.6M	4	3.32%	Reduced
1081	Jacobs & Co San Francisco, California	$23.7M	+$1.11M	4	6%	Increased
1082	Night Owl Capital Management Greenwich, Connecticut	$23.7M	-$8.38M	3	12.37%	Reduced
1083	Chas P. Smith & Associates (CPS) Lakeland, Florida	$23.6M	-$1.93M	4	4.24%	Reduced
1084	PAM PartnerRe Asset Management Greenwich, Connecticut	$23.5M	-$147K	8	3.91%	Reduced
1085	Wellington Shields Capital Management New York	$23.4M	-$5.26M	6	3.51%	Reduced
1086	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$23.4M	-$1.25M	1	6.79%	Reduced
1087	Ledyard National Bank	$23.3M	+$2.86M	6	4.19%	Increased
1088	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$23.2M	+$6.43M	7	4.22%	Increased
1089	AL Agran Libbie Santa Monica, California	$23.2M	+$617K	6	5.53%	Increased
1090	Overbrook Management Corp New York	$23.2M	+$21.5M	2	3.79%	Increased
1091	CC Coastland Capital Palo Alto, California	$23M	+$8.87M	3	0.77%	Increased
1092	MB Financial Bank - Trust Department Rosemont, Illinois	$22.8M	-$845K	5	2.8%	Reduced
1093	SAM Scopus Asset Management New York	$22.7M	+$21.5M	1	0.45%	New
1094	Donaldson Capital Management Evansville, Indiana	$22.6M	+$1.43M	2	3.18%	Increased
1095	Murphy Capital Management Bedminster, New Jersey	$22.6M	+$584K	6	3.33%	Increased
1096	LT LJ Trust Reno, Nevada	$22.6M	$0	1	3.89%	Maintained
1097	GSA Capital Partners London, United Kingdom	$22.5M	+$8.9M	12	0.9%	Increased
1098	MC MIG Capital Newport Beach, California	$22.5M	+$11.4M	2	7.15%	Increased
1099	Family Management New York	$22.5M	+$4.37M	5	10.35%	Increased
1100	PWM Patriot Wealth Management Houston, Texas	$22.4M	+$691K	5	4.99%	Increased