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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
1201	Hollencrest Capital Management Newport Beach, California	$18.8M	-$430K	7	2.48%	Reduced
1202	Starboard Value New York	$18.7M	-$15.8M	1	0.39%	Reduced
1203	MRCM M&R Capital Management Summit, New Jersey	$18.7M	-$58K	4	4.43%	Reduced
1204	BAS Brown Advisory Securities Baltimore, Maryland	$18.7M	+$847K	6	6.45%	Increased
1205	Catalyst Capital Advisors Huntington, New York	$18.7M	+$4.85M	5	2.14%	Increased
1206	BAC Boys Arnold & Co Asheville, North Carolina	$18.6M	-$1.29M	5	3.55%	Reduced
1207	HBWM Hollow Brook Wealth Management Katonah, New York	$18.6M	+$68.8K	3	6.17%	Increased
1208	Destination Wealth Management Walnut Creek, California	$18.6M	-$499K	3	2.02%	Reduced
1209	MC Mathes Company New York	$18.5M	-$84.9K	6	9.51%	Reduced
1210	Cowen Inc New York	$18.5M	+$5.14M	5	1.53%	Increased
1211	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$18.5M	-$9.9M	2	3.37%	Reduced
1212	Canandaigua National Bank & Trust Canandaigua, New York	$18.4M	+$1.7M	4	5.52%	Increased
1213	ID Integral Derivatives New York	$18.4M	-$3.14M	2	0.39%	Reduced
1214	Advisory Research Chicago, Illinois	$18.4M	-$2.69M	2	0.2%	Reduced
1215	NPC National Planning Corporation El Segundo, California	$18.3M	-$4.31M	6	1.63%	Reduced
1216	TCA Taconic Capital Advisors New York	$18.3M	-$10.9M	1	0.81%	Reduced
1217	SIG Schooner Investment Group Wayne, Pennsylvania	$18.3M	-$9.41M	6	6.56%	Reduced
1218	RCP Rothschild Capital Partners New York	$18.2M	$0	2	8.16%	Maintained
1219	JWBC J.W. Burns & Co Dewitt, New York	$18.2M	-$881K	5	5.98%	Reduced
1220	SIRP Shelter Insurance Retirement Plan Columbia, Missouri	$18.2M	$0	2	8.41%	Maintained
1221	AFG American Financial Group Cincinnati, Ohio	$18.2M	$0	1	1.45%	Maintained
1222	Hancock Whitney Gulfport, Mississippi	$18.1M	+$1.63M	3	0.69%	Increased
1223	Fuller & Thaler Asset Management San Mateo, California	$18.1M	-$1M	8	0.58%	Reduced
1224	CL CIM LLC Albany, New York	$18.1M	+$45.7K	3	8.44%	Increased
1225	SII Investments Appleton, Wisconsin	$18M	-$235K	6	2.18%	Reduced