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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	AJ Ashburton (Jersey) St Helier, Jersey	$37.5M	$0	4	17.79%	Maintained
1102	FAB First American Bank Dundee, Illinois	$37.4M	+$4.78M	6	3.04%	Increased
1103	DBG De Burlo Group Boston, Massachusetts	$37.4M	+$422K	5	8.12%	Increased
1104	MAI Capital Management Independence, Ohio	$37.3M	-$719K	7	2.51%	Reduced
1105	Cramer Rosenthal McGlynn Stamford, Connecticut	$37.1M	+$2.14M	2	0.57%	Increased
1106	ARK Investment Management St. Petersburg, Florida	$37.1M	+$5.44M	7	10.69%	Increased
1107	LHC Levy Harkins & Co New York	$37M	-$583K	2	13.49%	Reduced
1108	Hikari Tsushin Inc Tokyo, Japan	$37M	$0	2	10.71%	Maintained
1109	Advisors Capital Management Ridgewood, New Jersey	$37M	+$12.1M	3	3.19%	Increased
1110	Chas P. Smith & Associates (CPS) Lakeland, Florida	$37M	+$2.71M	5	5.49%	Increased
1111	PC PM Capital Sydney, Australia	$37M	-$46.6M	1	7.26%	Reduced
1112	AL Agran Libbie Santa Monica, California	$36.9M	-$3.53K	7	8.67%	Reduced
1113	Guardian Capital (Canada) Toronto, Ontario, Canada	$36.7M	+$2.18M	5	0.56%	Increased
1114	PHAM Portland Hill Asset Management London, United Kingdom	$36.7M	+$57.3K	3	19.28%	Increased
1115	BA Birinyi Associates Westport, Connecticut	$36.6M	-$440K	5	18.22%	Reduced
1116	Altrinsic Global Advisors Stamford, Connecticut	$36.6M	+$764K	3	1.24%	Increased
1117	NBT Bank Norwich, New York	$36.6M	-$978K	6	6.08%	Reduced
1118	Aureus Asset Management Boston, Massachusetts	$36.5M	+$2.53M	5	6.34%	Increased
1119	Berkshire Asset Management Wilkes Barre, Pennsylvania	$36.5M	-$22.3K	6	4.33%	Reduced
1120	Bragg Financial Advisors Charlotte, North Carolina	$36.5M	+$2.55M	8	5.85%	Increased
1121	CCM Cobalt Capital Management Short Hills, New Jersey	$36.4M	-$4.84M	1	5.92%	Reduced
1122	ETrade Capital Management Arlington, Virginia	$36.4M	+$5.88M	11	1.5%	Increased
1123	Valley Wealth Managers Paramus, New Jersey	$36.4M	-$201K	6	4.83%	Reduced
1124	CapWealth Advisors Franklin, Tennessee	$36.4M	+$2.08M	6	7.45%	Increased
1125	AC Apertura Capital Dallas, Texas	$36.2M	+$22.1M	4	5.97%	Increased