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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
1101	EP Wealth Advisors Torrance, California	$18M	+$18.2M	5	6.48%	New
1102	Jane Street New York	$17.9M	+$17.6M	10	0.31%	New
1103	State of New Jersey Common Pension Fund D Trenton, New Jersey	$17.9M	+$16.5M	1	0.58%	New
1104	FCM Firsthand Capital Management San Jose, California	$17.8M	+$17.7M	5	17.48%	New
1105	HC Hourglass Capital Houston, Texas	$17.8M	+$18.6M	5	3.28%	New
1106	CDH Charles D. Hyman	$17.8M	+$18.5M	4	3.66%	New
1107	American National Bank & Trust Wichita Falls, Texas	$17.8M	+$18M	4	7.93%	New
1108	MIM Montgomery Investment Management Rockville, Maryland	$17.8M	+$18.7M	2	9.72%	New
1109	BPM Bowling Portfolio Management Cincinnati, Ohio	$17.8M	+$17.9M	5	5.19%	New
1110	Strategy Asset Managers Pasadena, California	$17.7M	+$17.9M	3	4.21%	New
1111	WAM Wood Asset Management Sarasota, Florida	$17.7M	+$18.1M	3	4.7%	New
1112	Bainco International Investors Boston, Massachusetts	$17.6M	+$17.4M	3	4.93%	New
1113	FTB First Trust Bank Nassau, Bahamas	$17.6M	+$17.5M	2	16.7%	New
1114	RegentAtlantic Capital Morristown, New Jersey	$17.6M	+$18.5M	4	2.09%	New
1115	Perella Weinberg Partners Capital Management New York	$17.6M	+$18.1M	3	1.2%	New
1116	ATC Argent Trust Company Ruston, Louisiana	$17.6M	+$17.8M	5	7.78%	New
1117	Rational Advisors Huntington, New York	$17.5M	+$17.5M	8	1.47%	New
1118	CCM Crestwood Capital Management New York	$17.5M	+$16.9M	1	2.47%	New
1119	AIM Arcadia Investment Management Kalamazoo, Michigan	$17.4M	+$17.9M	4	4.96%	New
1120	CA Cullinan Associates Louisville, Kentucky	$17.4M	+$16.9M	2	2.36%	New
1121	Martin & Co Knoxville, Tennessee	$17.4M	+$17.4M	4	6.25%	New
1122	NCMG NCM Capital Management Group Durham, North Carolina	$17.4M	+$17.3M	7	13.35%	New
1123	IG Ithaka Group Arlington, Virginia	$17.3M	+$16.6M	2	5.08%	New
1124	CAMI Concord Asset Management (Illinois) Chicago, Illinois	$17.3M	+$17.4M	2	7.17%	New
1125	MAM Mastrapasqua Asset Management Nashville, Tennessee	$17.1M	+$16.9M	3	4.55%	New