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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	Ledyard National Bank	$52.7M	+$243K	10	6.41%	Increased
1077	EIM Elephas Investment Management Hong Kong	$52.5M	+$51.9M	1	9.57%	New
1078	HCM Harvey Capital Management Palm Beach, Florida	$52.5M	+$6.25M	9	19.65%	Increased
1079	OCM Olstein Capital Management Purchase, New York	$52.2M	-$2.81M	4	6.64%	Reduced
1080	PAM Private Asset Management San Diego, California	$52.2M	-$1.17M	7	8.93%	Reduced
1081	IRF IBM Retirement Fund Armonk, New York	$52.2M	-$5.05M	10	9.65%	Reduced
1082	BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$52M	-$3.2M	1	6.66%	Reduced
1083	KPF K2 Principal Fund Toronto, Ontario, Canada	$51.9M	-$32.3M	4	2.96%	Reduced
1084	Baskin Financial Services Toronto, Ontario, Canada	$51.8M	-$384K	5	9.95%	Reduced
1085	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$51.8M	-$8.42M	10	10.21%	Reduced
1086	Laird Norton Wetherby Wealth Management San Francisco, California	$51.6M	+$453K	12	7.13%	Increased
1087	JCM Jafra Capital Management New York	$51.5M	-$13.4M	6	15.99%	Reduced
1088	Welch Group Birmingham, Alabama	$51.5M	+$12.2M	5	6.52%	Increased
1089	Polar Asset Management Partners Toronto, Ontario, Canada	$51.4M	-$70.3M	2	0.85%	Reduced
1090	GCP Garelick Capital Partners Boston, Massachusetts	$51.3M	+$52M	2	11.91%	New
1091	Willis Investment Counsel Gainesville, Georgia	$51.3M	+$767K	2	3.96%	Increased
1092	Aureus Asset Management Boston, Massachusetts	$51.2M	+$216K	5	7.7%	Increased
1093	TBC Three Bays Capital Boston, Massachusetts	$51.1M	+$54.7M	1	3.54%	New
1094	Delek Group Herzliya, Israel	$51.1M	+$8.68M	4	2.62%	Increased
1095	USCA RIA Houston, Texas	$51M	+$3.46M	8	5.61%	Increased
1096	Quadrature Capital London, United Kingdom	$50.9M	+$8.99M	9	3.96%	Increased
1097	OAM Oxford Asset Management Oxford, United Kingdom	$50.9M	+$7.38M	15	1.07%	Increased
1098	LRPA L. Roy Papp & Associates Phoenix, Arizona	$50.8M	+$1.63M	6	9.73%	Increased
1099	Hikari Power Tokyo, Japan	$50.8M	+$103K	2	5.98%	Increased
1100	Hodges Capital Management Dallas, Texas	$50.8M	-$7.32M	5	4.01%	Reduced