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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	GCM Grandmaster Capital Management San Francisco, California	$21M	+$9.6M	1	9.1%	Increased
1102	SCM Symons Capital Management Pittsburgh, Pennsylvania	$21M	-$20.8M	2	4.81%	Reduced
1103	Reilly Financial Advisors La Mesa, California	$21M	+$47.6K	5	5.01%	Increased
1104	CapWealth Advisors Franklin, Tennessee	$21M	+$1.36M	6	5.64%	Increased
1105	BP Bandera Partners New York	$21M	-$6.94M	1	11.56%	Reduced
1106	Walleye Trading New York	$21M	-$78.9M	5	0.3%	Reduced
1107	JWBC J.W. Burns & Co Dewitt, New York	$20.9M	+$342K	5	7.42%	Increased
1108	Zuckerman Investment Group Chicago, Illinois	$20.9M	+$276K	2	4.96%	Increased
1109	CDH Charles D. Hyman	$20.7M	+$91.2K	4	3.74%	Increased
1110	MC Mathes Company New York	$20.7M	+$1.05M	6	11.09%	Increased
1111	O'Shaughnessy Asset Management Stamford, Connecticut	$20.7M	+$18M	5	0.41%	Increased
1112	Callahan Advisors Houston, Texas	$20.6M	+$138K	4	7.01%	Increased
1113	AL Agran Libbie Santa Monica, California	$20.6M	-$519K	5	5.54%	Reduced
1114	Wood Investment Counsel Denver, Colorado	$20.5M	+$16M	4	3.33%	Increased
1115	Everence Capital Management Goshen, Indiana	$20.5M	-$4.2K	7	8.1%	Reduced
1116	PIM Progressive Investment Management Lake Oswego, Oregon	$20.5M	-$6.74M	1	6.58%	Reduced
1117	MC Maplelane Capital New York	$20.5M	+$21.9M	4	0.68%	New
1118	CA Cullinan Associates Louisville, Kentucky	$20.5M	+$1.38M	2	2.33%	Increased
1119	FIG Fortress Investment Group New York	$20.4M	-$37.5M	2	0.31%	Reduced
1120	Murphy Capital Management Bedminster, New Jersey	$20.4M	-$5.54M	5	3.43%	Reduced
1121	IAM Integre Asset Management New York	$20.3M	-$4.74M	3	4.46%	Reduced
1122	Washington Trust Bank Spokane, Washington	$20.3M	+$18.6M	9	4.29%	Increased
1123	HCCM Herring Creek Capital Management Stamford, Connecticut	$20.3M	+$21.3M	1	4.46%	New
1124	GACM Green Arrow Capital Management New York	$20.3M	-$29.1M	3	1.72%	Reduced
1125	E.S. Barr & Co Lexington, Kentucky	$20.2M	-$301K	2	2.53%	Reduced