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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	HC Hillman Company Pittsburgh, Pennsylvania	$34.3M	-$3.61M	2	10.46%	Reduced
1152	FIM Farmhouse Investment Management Greenbrae, California	$34.2M	+$31.1M	4	17%	New
1153	Eagle Global Advisors Houston, Texas	$34.2M	+$89.8K	6	0.92%	Increased
1154	HAM Harber Asset Management Asheville, North Carolina	$34.1M	-$1.46M	4	13.04%	Reduced
1155	Stillwater Capital Advisors Devon, Pennsylvania	$34.1M	-$194K	4	9.07%	Reduced
1156	Jacobs & Co San Francisco, California	$34M	-$955K	6	6.98%	Reduced
1157	Dubuque Bank & Trust Dubuque, Iowa	$34M	+$3.17M	7	7.53%	Increased
1158	MTIP Magee Thomson Investment Partners San Diego, California	$33.9M	-$5.57M	3	13.1%	Reduced
1159	Capital Counsel New York	$33.9M	+$31.8M	5	3.23%	Increased
1160	PKO Investment Management Joint-Stock Warsaw, Poland	$33.9M	+$32.6M	3	15.54%	Increased
1161	Bank Pictet & Cie (Asia) Singapore	$33.8M	+$3.32M	4	15.31%	Increased
1162	KIP Kayak Investment Partners San Francisco, California	$33.8M	+$3.99M	4	16.59%	Increased
1163	FTIM Flowering Tree Investment Management Singapore	$33.6M	-$3.44M	1	13.89%	Reduced
1164	CCM Investment Advisers Columbia, South Carolina	$33.6M	+$6.28M	4	6.7%	Increased
1165	Denali Advisors San Diego, California	$33.5M	+$16.1M	3	4.93%	Increased
1166	Everence Capital Management Goshen, Indiana	$33.3M	$0	7	8.75%	Maintained
1167	KSCM Key Square Capital Management Stamford, Connecticut	$33.3M	-$22.3M	1	7.37%	Reduced
1168	CC Colrain Capital Boston, Massachusetts	$33.2M	-$13.7M	5	9.99%	Reduced
1169	RCM Roystone Capital Management New York	$33.1M	-$1.77M	1	2.15%	Reduced
1170	GCP Garelick Capital Partners Boston, Massachusetts	$33.1M	-$4.58M	2	7.39%	Reduced
1171	First Mercantile Trust Cordova, Tennessee	$33M	-$1.34M	10	5.02%	Reduced
1172	Webster Bank Waterbury, Connecticut	$32.8M	+$1.04M	8	4.95%	Increased
1173	ARMC American Research & Management Company Marion, Massachusetts	$32.8M	-$673K	6	11.67%	Reduced
1174	CDH Charles D. Hyman	$32.7M	+$2.56M	6	4.33%	Increased
1175	AMI Asset Management Los Angeles, California	$32.7M	-$434K	1	2.46%	Reduced