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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	KFS Kurt F. Somerville	$29.1M	+$1.48M	4	6.54%	Increased
1102	ArrowMark Colorado Holdings Denver, Colorado	$29.1M	-$649K	5	0.59%	Reduced
1103	Calamos Wealth Management Naperville, Illinois	$29M	-$1.01M	5	5.12%	Reduced
1104	Virtu KCG Holdings New York	$28.9M	+$12.4M	16	0.6%	Increased
1105	Jacobs & Co San Francisco, California	$28.8M	+$406K	6	6.76%	Increased
1106	First American Trust Santa Ana, California	$28.8M	-$1.36M	6	10.15%	Reduced
1107	SouthState Corp Winter Haven, Florida	$28.6M	+$532K	7	4.29%	Increased
1108	Majedie Asset Management London, United Kingdom	$28.5M	-$844K	3	4.7%	Reduced
1109	CWM Concert Wealth Management San Jose, California	$28.5M	+$1.96M	6	3.87%	Increased
1110	Overbrook Management Corp New York	$28.5M	-$5.99M	3	5.98%	Reduced
1111	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$28.5M	-$18.7M	6	3.36%	Reduced
1112	Zuckerman Investment Group Chicago, Illinois	$28.4M	-$7.33M	2	7.6%	Reduced
1113	HT HAP Trading New York	$28.3M	+$10.8M	4	1.66%	Increased
1114	Greenwoods Asset Management Grand Cayman, Cayman Islands	$28.3M	+$2.58M	2	3.14%	Increased
1115	GIM Greylin Investment Management Orange, Virginia	$28.3M	+$560K	1	7.03%	Increased
1116	CL Croft-Leominster Baltimore, Maryland	$28.3M	+$439K	4	6.36%	Increased
1117	Tudor Investment Corp Stamford, Connecticut	$28.3M	-$26M	10	0.6%	Reduced
1118	DP DSAM Partners London, United Kingdom	$28.2M	+$17.1M	2	8.62%	Increased
1119	Nichols & Pratt Advisers Boston, Massachusetts	$28.2M	+$1.69M	5	2.56%	Increased
1120	Strategy Asset Managers Pasadena, California	$28.2M	-$661K	5	6.41%	Reduced
1121	MAM Mizuho Asset Management Tokyo, Japan	$28.2M	+$12M	11	5.08%	Increased
1122	Tremblant Capital Group West Palm Beach, Florida	$28.2M	-$9.16M	1	1.63%	Reduced
1123	Thompson Investment Management Madison, Wisconsin	$28.2M	-$283K	6	5.76%	Reduced
1124	Bragg Financial Advisors Charlotte, North Carolina	$28.1M	+$507K	6	5.06%	Increased
1125	Lebenthal Asset Management New York	$27.9M	+$8.91M	6	3.61%	Increased