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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	Sylebra Capital (HK) Hong Kong	$26.1M	-$676K	1	2.47%	Reduced
1177	First Midwest Bank Trust Division Joliet, Illinois	$26.1M	+$6.83M	6	3.42%	Increased
1178	Pittenger & Anderson Inc Lincoin, Nebraska	$26.1M	+$2.45M	8	3.03%	Increased
1179	MRCM M&R Capital Management Summit, New Jersey	$26.1M	+$641K	5	7.84%	Increased
1180	TCM Tradewinds Capital Management Bellingham, Washington	$26M	-$1.25M	9	17.73%	Reduced
1181	JC JBF Capital Aspen, Colorado	$25.9M	+$10.6M	3	3.29%	Increased
1182	Greenwoods Asset Management Grand Cayman, Cayman Islands	$25.8M	+$21.1M	2	2.06%	Increased
1183	HSA Hussman Strategic Advisors Ellicott City, Maryland	$25.8M	+$11.2M	3	3.42%	Increased
1184	Community Bank Dewitt, New York	$25.5M	-$451K	7	6.16%	Reduced
1185	Laird Norton Wetherby Wealth Management San Francisco, California	$25.4M	+$718K	8	6%	Increased
1186	RIT Capital Partners London, United Kingdom	$25.3M	$0	1	13.65%	Maintained
1187	Horizon Kinetics New York	$25.3M	-$23.4M	5	0.63%	Reduced
1188	MIM Manitou Investment Management Toronto, Ontario, Canada	$25.2M	-$2.18M	2	10.49%	Reduced
1189	Parker Investment Management Menlo Park, California	$25.1M	+$24.2M	3	9.45%	New
1190	CCT Chemung Canal Trust Elmira, New York	$25.1M	+$795K	5	5.79%	Increased
1191	JHL Capital Group Chicago, Illinois	$25M	-$2.38M	1	2.39%	Reduced
1192	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$25M	+$1.23M	2	5.48%	Increased
1193	JCP Jabre Capital Partners Geneva, Switzerland	$25M	+$20M	4	3.97%	Increased
1194	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$25M	-$71.5M	1	1.22%	Reduced
1195	Murphy Capital Management Bedminster, New Jersey	$25M	-$2.95M	6	3.91%	Reduced
1196	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$25M	-$740K	7	5.31%	Reduced
1197	Goelzer Investment Management Carmel, Indiana	$24.9M	-$3.44M	6	3.55%	Reduced
1198	Gerstein Fisher New York	$24.8M	+$2.55M	7	3.38%	Increased
1199	OAM Oxford Asset Management Oxford, United Kingdom	$24.8M	-$8.59M	3	0.71%	Reduced
1200	Everence Capital Management Goshen, Indiana	$24.7M	+$1.6M	6	7.68%	Increased