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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	LHC Lodge Hill Capital New York	$19.2M	+$18.4M	1	4.08%	New
1202	Greenleaf Trust Kalamazoo, Michigan	$19.1M	+$1.49M	5	0.57%	Increased
1203	Jefferies Group New York	$19.1M	-$7.11M	10	0.11%	Reduced
1204	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$19.1M	+$3.22M	3	4.7%	Increased
1205	Petrus Trust Company Dallas, Texas	$19M	+$408K	2	4.04%	Increased
1206	JAM JCIC Asset Management Toronto, Ontario, Canada	$19M	-$3.5M	1	4.66%	Reduced
1207	HCCM Herring Creek Capital Management Stamford, Connecticut	$18.9M	-$6.32M	1	5.19%	Reduced
1208	Martin & Co Knoxville, Tennessee	$18.9M	+$427K	5	6.35%	Increased
1209	Capital Growth Management Boston, Massachusetts	$18.9M	+$19.1M	1	0.61%	New
1210	YP Yellowstone Partners Idaho Falls, Idaho	$18.8M	-$1.27M	5	8.92%	Reduced
1211	First Interstate Bank Billings, Montana	$18.7M	+$2.89M	9	4%	Increased
1212	Engineers Gate Manager New York	$18.7M	+$10.2M	7	1.6%	Increased
1213	Alpha Cubed Investments Irvine, California	$18.7M	-$10.5M	6	4.89%	Reduced
1214	OWIM Old West Investment Management Los Angeles, California	$18.6M	+$447K	2	14.18%	Increased
1215	PS Pensionfund Sabic Sittard, Netherlands	$18.6M	+$10.2M	5	5.86%	Increased
1216	HBWM Hollow Brook Wealth Management Katonah, New York	$18.6M	-$105K	3	8.88%	Reduced
1217	Callahan Advisors Houston, Texas	$18.6M	+$379K	5	5.7%	Increased
1218	Sand Hill Global Advisors Palo Alto, California	$18.6M	-$1.86M	4	2.97%	Reduced
1219	HC Hillman Company Pittsburgh, Pennsylvania	$18.6M	$0	1	9.05%	Maintained
1220	BlueCrest Capital Management St Helier, Jersey	$18.5M	-$3.87M	6	0.61%	Reduced
1221	Gerstein Fisher New York	$18.5M	-$899K	5	2.76%	Reduced
1222	LAM Lapides Asset Management Greenwich, Connecticut	$18.4M	+$3.64M	1	3.16%	Increased
1223	Advisory Research Chicago, Illinois	$18.3M	-$439K	2	0.26%	Reduced
1224	HCM Hutchinson Capital Management San Rafael, California	$18.3M	-$98.3K	2	6.1%	Reduced
1225	Kopernik Global Investors Tampa, Florida	$18.2M	+$7.86M	1	3.81%	Increased