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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
1151	BAM Burnham Asset Management New York	$21.4M	+$47.9K	5	5.64%	Increased
1152	CDH Charles D. Hyman	$21.3M	+$531K	6	3.73%	Increased
1153	FI FCM Investments Dallas, Texas	$21.3M	+$98.2K	6	10.49%	Increased
1154	MAI Capital Management Independence, Ohio	$21.3M	+$2.99M	8	1.61%	Increased
1155	FBC Fairfield, Bush & Co Darien, Connecticut	$21.3M	-$7.5M	4	9.34%	Reduced
1156	RCP Rothschild Capital Partners New York	$21.2M	+$3.87M	2	10.97%	Increased
1157	MAM Mastrapasqua Asset Management Nashville, Tennessee	$21.2M	-$9.7M	4	5.59%	Reduced
1158	ARS Investment Partners New York	$21.1M	+$5.82M	4	4.84%	Increased
1159	MSI Financial Services Springfield, Massachusetts	$21.1M	+$1.1M	12	1.65%	Increased
1160	Family Management New York	$21.1M	+$285K	4	9.31%	Increased
1161	Ensemble Capital Management San Francisco, California	$21M	+$199K	2	6.65%	Increased
1162	CIC Canal Insurance Company Greenville, South Carolina	$20.9M	$0	2	7.89%	Maintained
1163	SMI Shelter Mutual Insurance Columbia, Missouri	$20.8M	$0	2	6.81%	Maintained
1164	Convergence Investment Partners Palm Beach Gardens, Florida	$20.8M	-$11.1M	5	2.38%	Reduced
1165	PAM Paradigm Asset Management New York	$20.8M	+$6.2M	7	2.72%	Increased
1166	BLB&B Advisors Montgomeryville, Pennsylvania	$20.5M	+$281K	5	4.55%	Increased
1167	MRCM M&R Capital Management Summit, New Jersey	$20.5M	+$514K	5	5.66%	Increased
1168	SFG Sather Financial Group Victoria, Texas	$20.4M	-$15.7M	3	8.32%	Reduced
1169	MassMutual Private Wealth & Trust Windsor, Connecticut	$20.4M	+$1.13M	7	4.31%	Increased
1170	OAM Oxford Asset Management Oxford, United Kingdom	$20.4M	+$5.11M	3	0.64%	Increased
1171	Manikay Partners New York	$20.3M	+$20.6M	1	1.2%	New
1172	AFAM Capital Austin, Texas	$20.3M	+$180K	3	3.1%	Increased
1173	Kennedy Capital Management St Louis, Missouri	$20.3M	+$4.72M	2	0.41%	Increased
1174	Griffin Asset Management New York	$20.2M	-$519K	5	8.41%	Reduced
1175	Snow Capital Management Sewickley, Pennsylvania	$20.2M	-$1.49M	2	0.72%	Reduced