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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	BA Birinyi Associates Westport, Connecticut	$40.8M	+$1M	6	19.19%	Increased
1102	CCM Cobalt Capital Management Short Hills, New Jersey	$40.8M	+$466K	3	6.59%	Increased
1103	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$40.7M	-$7.53M	6	6.29%	Reduced
1104	CCM Investment Advisers Columbia, South Carolina	$40.7M	+$4.38M	5	7.95%	Increased
1105	TBC Three Bays Capital Boston, Massachusetts	$40.5M	-$4.86M	1	3.23%	Reduced
1106	Matrix Asset Advisors White Plains, New York	$40.3M	-$64.5K	3	6.91%	Reduced
1107	RGI River Global Investors London, United Kingdom	$40.3M	+$11M	5	7.48%	Increased
1108	Guardian Capital (Canada) Toronto, Ontario, Canada	$40.3M	+$894K	5	0.63%	Increased
1109	Grandfield & Dodd New York	$39.9M	-$1.43M	7	4.72%	Reduced
1110	Nelson Capital Management Menlo Park, California	$39.9M	-$260K	10	13.52%	Reduced
1111	Cubist Systematic Strategies Stamford, Connecticut	$39.9M	+$4.02M	15	2.55%	Increased
1112	Dearborn Partners Chicago, Illinois	$39.8M	+$528K	5	2.94%	Increased
1113	ETrade Capital Management Arlington, Virginia	$39.8M	+$457K	10	1.53%	Increased
1114	Ledyard National Bank	$39.8M	+$395K	9	5.7%	Increased
1115	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$39.7M	+$10.4M	7	5.91%	Increased
1116	FHAM Folger Hill Asset Management New York	$39.6M	-$4.35M	8	3.55%	Reduced
1117	Columbia Wanger Asset Management Chicago, Illinois	$39.6M	+$10.5M	1	0.56%	Increased
1118	1ST Source Bank South Bend, Indiana	$39.4M	+$199K	6	3.4%	Increased
1119	Valley Wealth Managers Paramus, New Jersey	$39.3M	+$151K	6	5.27%	Increased
1120	NAM North American Management Boston, Massachusetts	$39.2M	-$2.01M	4	6.34%	Reduced
1121	Laird Norton Wetherby Wealth Management San Francisco, California	$39.1M	+$1.63M	9	6.65%	Increased
1122	Luxor Capital Group New York	$39M	+$38.4M	1	2.72%	New
1123	Wexford Capital West Palm Beach, Florida	$38.9M	-$1.05M	7	2.89%	Reduced
1124	MAI Capital Management Independence, Ohio	$38.9M	-$660K	7	2.51%	Reduced
1125	CapWealth Advisors Franklin, Tennessee	$38.8M	+$876K	6	7.79%	Increased