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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	QAM Quentec Asset Management New York	$30.3M	-$23.5M	3	3.97%	Reduced
1102	JCM JS Capital Management New York	$30.3M	+$27.1M	3	5.45%	Increased
1103	Thompson Investment Management Madison, Wisconsin	$30.3M	-$1.69M	6	6.33%	Reduced
1104	ZA Zweig Advisers Hartford, Connecticut	$30.2M	+$8.67M	3	5.05%	Increased
1105	Quadrature Capital London, United Kingdom	$30.2M	+$18M	4	4.19%	Increased
1106	Buckingham Capital Management (New York) New York	$30.1M	+$9.29M	2	3.42%	Increased
1107	Apex Capital Management Dayton, Ohio	$30.1M	-$3.24M	6	0.66%	Reduced
1108	WA Wintergreen Advisers Mount Olive, New Jersey	$30.1M	-$7.73M	2	10.8%	Reduced
1109	Dearborn Partners Chicago, Illinois	$30.1M	-$3.58M	6	2.8%	Reduced
1110	First American Trust Santa Ana, California	$30M	+$3.44M	6	10.5%	Increased
1111	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$29.9M	+$4.35M	1	2.1%	Increased
1112	FirstMerit Bank N.A. Trustee Akron, Ohio	$29.9M	+$1.56M	7	2.48%	Increased
1113	Jacobs & Co San Francisco, California	$29.8M	-$594K	6	7.18%	Reduced
1114	Curi RMB Capital Chicago, Illinois	$29.8M	-$4.87M	5	1.94%	Reduced
1115	Southpoint Capital Advisors New York	$29.7M	+$28.4M	1	1.47%	New
1116	AG Artal Group Luxembourg	$29.6M	+$5.28M	1	0.58%	Increased
1117	SouthState Corp Winter Haven, Florida	$29.6M	-$55.2K	6	4.61%	Reduced
1118	Strategy Asset Managers Pasadena, California	$29.6M	+$6.04M	5	6.73%	Increased
1119	TM Tikvah Management Charlotte, North Carolina	$29.5M	$0	3	16.42%	Maintained
1120	Soros Fund Management New York	$29.5M	-$107M	2	0.65%	Reduced
1121	CPWM LLC Seattle, Washington	$29.5M	-$1.31M	7	6.45%	Reduced
1122	Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$29.4M	+$2.84M	7	2.89%	Increased
1123	Wexford Capital West Palm Beach, Florida	$29.4M	+$19.5M	6	5.74%	Increased
1124	SCM Summit Capital Management Seattle, Washington	$29.4M	-$345K	1	13.3%	Reduced
1125	GIM Greystone Investment Management Cincinnati, Ohio	$29.3M	-$5.94M	4	12.44%	Reduced