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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
1126	Polar Asset Management Partners Toronto, Ontario, Canada	$32.2M	-$6.41M	1	0.88%	Reduced
1127	HAM Harber Asset Management Asheville, North Carolina	$32.1M	+$5.5M	4	14.1%	Increased
1128	Greenwich Wealth Management Greenwich, Connecticut	$32.1M	-$1.22M	6	4.06%	Reduced
1129	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$32.1M	+$790K	6	4.37%	Increased
1130	CGI Calixto Global Investors Coral Gables, Florida	$32.1M	+$11.1M	1	10.96%	Increased
1131	JC JBF Capital Aspen, Colorado	$32.1M	$0	3	4.02%	Maintained
1132	Columbia Wanger Asset Management Chicago, Illinois	$31.9M	+$31.3M	1	0.45%	Increased
1133	ARMC American Research & Management Company Marion, Massachusetts	$31.8M	+$864K	6	10.91%	Increased
1134	Jay A. Fishman Ltd Troy, Michigan	$31.8M	+$1.25M	5	7.86%	Increased
1135	First Mercantile Trust Cordova, Tennessee	$31.8M	-$4.19M	9	4.91%	Reduced
1136	Freestone Capital Holdings Seattle, Washington	$31.7M	-$1.35M	7	2.73%	Reduced
1137	CCM Century Capital Management Boston, Massachusetts	$31.6M	-$518K	4	4.12%	Reduced
1138	Chas P. Smith & Associates (CPS) Lakeland, Florida	$31.6M	+$7.1M	5	5.02%	Increased
1139	Stillwater Capital Advisors Devon, Pennsylvania	$31.4M	+$9.7M	4	8.4%	Increased
1140	GIM Greylin Investment Management Orange, Virginia	$31.4M	+$334K	1	7.53%	Increased
1141	O'Shaughnessy Asset Management Stamford, Connecticut	$31.4M	-$34.9M	3	0.74%	Reduced
1142	Eagle Global Advisors Houston, Texas	$31.4M	+$3.5M	6	0.86%	Increased
1143	CapWealth Advisors Franklin, Tennessee	$31.3M	+$1.79M	5	6.78%	Increased
1144	ECAM East Coast Asset Management Essex, Massachusetts	$31.3M	+$15.9M	4	9.41%	Increased
1145	AMI Asset Management Los Angeles, California	$31M	-$2.55M	1	2.29%	Reduced
1146	Aviance Capital Management Sarasota, Florida	$30.9M	-$8.09M	5	1.63%	Reduced
1147	Portolan Capital Management Boston, Massachusetts	$30.9M	+$8.91M	2	4.16%	Increased
1148	Altrinsic Global Advisors Stamford, Connecticut	$30.8M	-$4.1M	3	1.14%	Reduced
1149	Smith Salley Wealth Management Greensboro, North Carolina	$30.7M	+$1.93M	4	6.4%	Increased
1150	Majedie Asset Management London, United Kingdom	$30.7M	-$204K	3	4.11%	Reduced