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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	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$24.7M	-$388K	4	8.26%	Reduced
1202	AIA Alerus Investment Advisors Wayzata, Minnesota	$24.7M	-$705K	6	4.29%	Reduced
1203	Lee, Danner & Bass Nashville, Tennessee	$24.6M	-$199K	7	3.02%	Reduced
1204	ALPS Advisors Denver, Colorado	$24.6M	+$1.81M	4	0.25%	Increased
1205	Sand Hill Global Advisors Palo Alto, California	$24.6M	+$2.88M	6	3.73%	Increased
1206	PAM Paradigm Asset Management New York	$24.6M	+$806K	5	4.56%	Increased
1207	BIC Bridges Investment Counsel Omaha, Nebraska	$24.5M	+$2.16M	6	5.29%	Increased
1208	Caxton Associates (New York) New York	$24.5M	-$3.68M	3	1.73%	Reduced
1209	Edgar Lomax Company Kingstowne, Virginia	$24.5M	-$36M	1	1.68%	Reduced
1210	Van Cleef Asset Management Beachwood, Ohio	$24.5M	+$3.4M	5	8.66%	Increased
1211	Wellington Shields Capital Management New York	$24.5M	+$1.17M	6	4.28%	Increased
1212	GJCM Grand Jean Capital Management San Francisco, California	$24.2M	-$2.02M	3	10.3%	Reduced
1213	EP Wealth Advisors Torrance, California	$24.2M	-$1.37M	5	3.71%	Reduced
1214	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$24.2M	-$1.82M	2	2.75%	Reduced
1215	RCM Raging Capital Management Rocky Hill, New Jersey	$24.2M	+$23.1M	1	3.6%	New
1216	Thomasville National Bank Thomasville, Georgia	$24.2M	+$2.94M	5	7.29%	Increased
1217	CI Cooper Investors Melbourne, Victoria, Australia	$24.1M	-$6.31M	2	5.06%	Reduced
1218	USCA RIA Houston, Texas	$24.1M	+$1.05M	8	4.38%	Increased
1219	BP Bandera Partners New York	$24.1M	$0	2	14.64%	Maintained
1220	TimesSquare Capital Management New York	$24M	+$6.88M	2	0.16%	Increased
1221	VFS VSR Financial Services Overland Park, Kansas	$23.9M	+$821K	8	2.51%	Increased
1222	Polar Asset Management Partners Toronto, Ontario, Canada	$23.8M	+$22.9M	1	1.01%	New
1223	Mechanics Bank - Trust Department Walnut Creek, California	$23.8M	-$1.91M	5	9.25%	Reduced
1224	Greenwich Wealth Management Greenwich, Connecticut	$23.7M	-$7.44M	5	6.12%	Reduced
1225	Chartwell Investment Partners Berywn, Pennsylvania	$23.6M	+$330K	2	0.45%	Increased