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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
1176	Matrix Asset Advisors White Plains, New York	$26.2M	-$10.3M	3	5.05%	Reduced
1177	Old Republic International (ORI) Chicago, Illinois	$26.1M	+$703K	1	1.4%	Increased
1178	KPF K2 Principal Fund Toronto, Ontario, Canada	$26M	-$17.5M	2	3.54%	Reduced
1179	RIT Capital Partners London, United Kingdom	$26M	-$28.6M	1	6.99%	Reduced
1180	BCM Buckhead Capital Management Atlanta, Georgia	$26M	+$27K	4	4.81%	Increased
1181	TWI Thomas White International Chicago, Illinois	$26M	+$2.43M	6	3.65%	Increased
1182	TCV Trust & Wealth Management Richmond, Virginia	$26M	-$481K	6	4.61%	Reduced
1183	Foundry Partners Minneapolis, Minnesota	$25.9M	+$13.6M	4	2.15%	Increased
1184	GJCM Grand Jean Capital Management San Francisco, California	$25.8M	-$302K	3	11.36%	Reduced
1185	Clearline Capital New York	$25.8M	+$28.4M	1	4%	New
1186	RSS Rosenblum Silverman Sutton San Francisco, California	$25.8M	+$925K	5	11.77%	Increased
1187	MAI Capital Management Independence, Ohio	$25.8M	+$1.13M	8	1.96%	Increased
1188	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$25.7M	+$479K	7	5.28%	Increased
1189	Stephens Inc Little Rock, Arkansas	$25.7M	-$3.46M	6	1.29%	Reduced
1190	MRCM M&R Capital Management Summit, New Jersey	$25.6M	+$979K	5	7.4%	Increased
1191	Lee, Danner & Bass Nashville, Tennessee	$25.6M	-$438K	7	3.35%	Reduced
1192	First National Trust Hermitage, Pennsylvania	$25.5M	+$386K	6	4.03%	Increased
1193	Meritage Portfolio Management Overland Park, Kansas	$25.5M	+$2.84M	5	2.86%	Increased
1194	Polaris Capital Management Boston, Massachusetts	$25.4M	+$8.52M	2	2.58%	Increased
1195	Mechanics Bank - Trust Department Walnut Creek, California	$25.4M	-$1.14M	6	9.95%	Reduced
1196	AL Airain Ltd St. Peter Port, Guernsey	$25.3M	+$2.98M	5	1.74%	Increased
1197	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$25.3M	-$227K	2	3.16%	Reduced
1198	Payden & Rygel Los Angeles, California	$25.2M	-$760K	7	3.33%	Reduced
1199	NPC National Planning Corporation El Segundo, California	$25.2M	+$13M	8	2.07%	Increased
1200	Engineers Gate Manager New York	$25.2M	+$6.69M	6	1.7%	Increased