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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	CPWM LLC Seattle, Washington	$30.7M	-$1.53M	6	6.92%	Reduced
1152	Pittenger & Anderson Inc Lincoin, Nebraska	$30.7M	+$239K	8	3.26%	Increased
1153	Everence Capital Management Goshen, Indiana	$30.5M	+$1.33M	7	8.77%	Increased
1154	ASA Armstrong Shaw Associates New Canaan, Connecticut	$30.5M	-$1.2M	3	7.26%	Reduced
1155	Sylebra Capital (HK) Hong Kong	$30.4M	-$889K	1	3.02%	Reduced
1156	FTIM Flowering Tree Investment Management Singapore	$30.3M	+$11M	1	14.61%	Increased
1157	CL Croft-Leominster Baltimore, Maryland	$30.2M	-$30.5M	0	–	Closed
1158	LIM Lagoda Investment Management New York	$30.2M	-$192K	4	10.36%	Reduced
1159	Wasatch Advisors Salt Lake City, Utah	$30.2M	-$21.7M	7	0.46%	Reduced
1160	HCM Harvey Capital Management Palm Beach, Florida	$30.1M	+$1.24M	7	14.03%	Increased
1161	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$30.1M	+$33M	1	19.65%	New
1162	FAB First American Bank Dundee, Illinois	$30M	+$5.37M	6	2.53%	Increased
1163	MGM Miura Global Management New York	$30M	-$41.5M	1	6.55%	Reduced
1164	SC Shellback Capital Boston, Massachusetts	$29.9M	-$53.8M	3	3.05%	Reduced
1165	Perigon Wealth Management San Francisco, California	$29.9M	+$5.87M	9	6.52%	Increased
1166	Thompson Investment Management Madison, Wisconsin	$29.8M	-$1.81M	6	5.84%	Reduced
1167	MFM Marianas Fund Management New York	$29.8M	+$12.1M	2	7.49%	Increased
1168	HAM Honeycomb Asset Management New York	$29.7M	+$30M	1	9.25%	New
1169	Convergence Investment Partners Palm Beach Gardens, Florida	$29.6M	+$3.21M	10	4.08%	Increased
1170	InterOcean Capital Chicago, Illinois	$29.6M	+$2.05M	6	6.32%	Increased
1171	CCT Chemung Canal Trust Elmira, New York	$29.5M	-$102K	5	6.93%	Reduced
1172	First American Trust Santa Ana, California	$29.5M	-$84.5K	6	9.11%	Reduced
1173	JCP Jabre Capital Partners Geneva, Switzerland	$29.3M	+$20.9M	3	3.36%	Increased
1174	IAM Integre Asset Management New York	$29.1M	-$3.68M	5	9.44%	Reduced
1175	UAM UAS Asset Management New York	$29.1M	+$5.23M	4	17.21%	Increased