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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	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$23.5M	+$20.8M	2	2.86%	Increased
1102	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$23.5M	-$4.1M	4	13.57%	Reduced
1103	TCM Tradewinds Capital Management Bellingham, Washington	$23.4M	-$1.12M	9	18.31%	Reduced
1104	Diversified Trust Memphis, Tennessee	$23.4M	+$4.11M	6	2.51%	Increased
1105	CC Coastland Capital Palo Alto, California	$23.3M	+$12.3M	2	0.69%	Increased
1106	Webster Bank Waterbury, Connecticut	$23.3M	-$593K	5	4.29%	Reduced
1107	BC Bruce & Co Chicago, Illinois	$23.3M	$0	1	5.98%	Maintained
1108	Norris Perne & French Grand Rapids, Michigan	$23.2M	+$1.01M	6	5.56%	Increased
1109	Mechanics Bank - Trust Department Walnut Creek, California	$23.2M	-$2.77M	4	9.27%	Reduced
1110	Ledyard National Bank	$23.2M	-$659K	7	4.46%	Reduced
1111	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$23.2M	+$6.61M	1	12.71%	Increased
1112	RSCM Rail-Splitter Capital Management Chicago, Illinois	$23.1M	+$23.1M	2	6.4%	New
1113	Smith Group Asset Management Dallas, Texas	$23.1M	+$7.08M	3	0.88%	Increased
1114	KLWA Kelly Lawrence W & Associates Pasadens, California	$23M	+$782K	5	5.34%	Increased
1115	Night Owl Capital Management Greenwich, Connecticut	$23M	-$2.53M	2	14.22%	Reduced
1116	SRFM Shannon River Fund Management New York	$23M	+$22.1M	1	4.27%	New
1117	Fiduciary Group Savannah, Georgia	$23M	+$631K	5	7.64%	Increased
1118	Reilly Financial Advisors La Mesa, California	$22.9M	-$147K	8	4.16%	Reduced
1119	MIM Manitou Investment Management Toronto, Ontario, Canada	$22.7M	+$23.6M	2	9.95%	New
1120	HT HAP Trading New York	$22.7M	+$15.1M	2	1.18%	Increased
1121	Bainco International Investors Boston, Massachusetts	$22.6M	+$231K	3	5.53%	Increased
1122	BCM Buckhead Capital Management Atlanta, Georgia	$22.6M	+$210K	4	4.44%	Increased
1123	Pitcairn Conshohocken, Pennsylvania	$22.6M	-$378K	7	3%	Reduced
1124	HHC Hutchin Hill Capital New York	$22.6M	-$6.76M	6	0.86%	Reduced
1125	GJCM Grand Jean Capital Management San Francisco, California	$22.6M	-$744K	3	10.22%	Reduced