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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	MAM Mizuho Asset Management Tokyo, Japan	$25.2M	+$3.27M	12	5.16%	Increased
1202	MIM Marco Investment Management Atlanta, Georgia	$25.1M	-$518K	9	4.68%	Reduced
1203	AIA Alerus Investment Advisors Wayzata, Minnesota	$25.1M	-$1.65M	4	4.19%	Reduced
1204	Bainco International Investors Boston, Massachusetts	$25.1M	-$1.82M	3	5.64%	Reduced
1205	UFF USA Financial Formulas Ada, Michigan	$25M	+$13.8M	2	10.12%	Increased
1206	Highbridge Capital Management New York	$25M	-$58.1M	4	0.38%	Reduced
1207	GIM Greylin Investment Management Orange, Virginia	$25M	+$4.42M	1	6.72%	Increased
1208	Spot Trading Chicago, Illinois	$25M	-$6.34M	12	0.26%	Reduced
1209	Harvard Management Company Boston, Massachusetts	$25M	+$22.9M	1	2.43%	Increased
1210	EP Wealth Advisors Torrance, California	$24.9M	-$14.9M	5	4.18%	Reduced
1211	Advisor Partners Walnut Creek, California	$24.8M	+$3.87M	7	8.47%	Increased
1212	Laird Norton Wetherby Wealth Management San Francisco, California	$24.8M	+$757K	8	5.94%	Increased
1213	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$24.8M	+$2.96M	4	8.25%	Increased
1214	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$24.6M	+$5.96M	3	7.36%	Increased
1215	Simplicity Solutions Minneapolis, Minnesota	$24.6M	+$24.1M	8	2.9%	New
1216	BP Bandera Partners New York	$24.5M	+$425K	2	15%	Increased
1217	SAMNY Samsung Asset Management (New York) New York	$24.4M	-$4.28M	7	9.76%	Reduced
1218	AG Artal Group Luxembourg	$24.4M	$0	1	0.46%	Maintained
1219	Counsel Portfolio Services Mississauga, Ontario, Canada	$24.3M	+$4.79M	5	2.55%	Increased
1220	FI FCM Investments Dallas, Texas	$24.3M	+$98.2K	7	12.6%	Increased
1221	CCC Chelsea Counsel Company Los Angeles, California	$24.2M	-$520K	6	7.31%	Reduced
1222	CCT Chemung Canal Trust Elmira, New York	$24.2M	-$2.07M	5	5.59%	Reduced
1223	Colony Group Boston, Massachusetts	$24.2M	-$5.75M	9	2.21%	Reduced
1224	FIM Frontier Investment Management Dallas, Texas	$24.2M	-$180K	4	3.76%	Reduced
1225	PAM Paradigm Asset Management New York	$24.1M	-$794K	6	4.15%	Reduced