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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	OAM Oxford Asset Management Oxford, United Kingdom	$37.3M	-$6.08M	10	0.74%	Reduced
1152	SFM Systematic Financial Management Teaneck, New Jersey	$37.3M	-$3.67M	4	0.69%	Reduced
1153	Advisors Capital Management Ridgewood, New Jersey	$37.1M	+$1.44M	4	3.04%	Increased
1154	MAM Mastrapasqua Asset Management Nashville, Tennessee	$37.1M	-$245K	6	8%	Reduced
1155	Bank Pictet & Cie (Asia) Singapore	$37.1M	-$568K	4	17.63%	Reduced
1156	RSS Rosenblum Silverman Sutton San Francisco, California	$37M	+$1.38M	5	14.79%	Increased
1157	KIP Kayak Investment Partners San Francisco, California	$37M	-$3.04M	3	17.41%	Reduced
1158	JCM Jafra Capital Management New York	$37M	+$3.6M	6	13.7%	Increased
1159	CCM Century Capital Management Boston, Massachusetts	$37M	-$599K	4	6.36%	Reduced
1160	Ionic Capital Management New York	$36.9M	+$5.96M	5	1.98%	Increased
1161	LHC Levy Harkins & Co New York	$36.9M	-$661K	2	12.87%	Reduced
1162	HCM Harvey Capital Management Palm Beach, Florida	$36.9M	-$2.78M	7	15.8%	Reduced
1163	Kanawha Capital Management Richmond, Virginia	$36.8M	-$11.7K	5	5.74%	Reduced
1164	Denali Advisors San Diego, California	$36.8M	+$3.43M	3	6.02%	Increased
1165	Check Capital Management Costa Mesa, California	$36.6M	+$11.5M	3	2.34%	Increased
1166	KFS Kurt F. Somerville	$36.6M	-$953K	5	7.47%	Reduced
1167	Lockheed Martin Investment Management Bethesda, Maryland	$36.6M	+$2.68M	6	2.01%	Increased
1168	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$36.6M	+$2.38M	1	0.75%	Increased
1169	NM Nokota Management New York	$36.3M	+$36.5M	1	1.03%	New
1170	NBT Bank Norwich, New York	$36.1M	-$1.48M	6	5.88%	Reduced
1171	CL Croft-Leominster Baltimore, Maryland	$36.1M	+$4.89M	4	8.54%	Increased
1172	Aureus Asset Management Boston, Massachusetts	$36M	-$383K	5	6.05%	Reduced
1173	MAM Morse Asset Management Darien, Connecticut	$35.8M	+$1.29M	5	11.66%	Increased
1174	Intact Investment Management Montreal, Quebec, Canada	$35.7M	-$3.61M	7	1.58%	Reduced
1175	Lee, Danner & Bass Nashville, Tennessee	$35.6M	+$2.82M	8	4%	Increased