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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	CF Cypress Funds Los Angeles, California	$26.5M	-$10.2M	1	5.7%	Reduced
1202	Twin Tree Management Dallas, Texas	$26.5M	+$16.3M	8	0.34%	Increased
1203	CGI Calixto Global Investors Coral Gables, Florida	$26.5M	+$8.91M	1	12.16%	Increased
1204	USCA RIA Houston, Texas	$26.5M	+$971K	7	4.39%	Increased
1205	InterOcean Capital Chicago, Illinois	$26.5M	-$172K	5	6.18%	Reduced
1206	Parker Investment Management Menlo Park, California	$26.5M	-$83.9K	3	9.38%	Reduced
1207	CI Cooper Investors Melbourne, Victoria, Australia	$26.5M	+$20.9K	2	5.2%	Increased
1208	CIC Canal Insurance Company Greenville, South Carolina	$26.4M	+$1.69M	2	8.39%	Increased
1209	BIC Bridges Investment Counsel Omaha, Nebraska	$26.4M	+$12.6K	6	5.57%	Increased
1210	MIM Manitou Investment Management Toronto, Ontario, Canada	$26.4M	-$3.09M	2	8.59%	Reduced
1211	Arden Trust Wilmington, Delaware	$26.3M	-$40.9M	9	4.05%	Reduced
1212	Community Bank Dewitt, New York	$26.2M	+$77.2K	7	5.98%	Increased
1213	Sabal Trust St. Petersburg, Florida	$26.2M	-$8.03M	2	2.9%	Reduced
1214	GIM Greystone Investment Management Cincinnati, Ohio	$26.1M	-$3.62M	4	13.24%	Reduced
1215	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$26.1M	+$3.07M	2	3.9%	Increased
1216	Bridges Investment Management Omaha, Nebraska	$26.1M	-$199K	5	4.35%	Reduced
1217	TimesSquare Capital Management New York	$26M	-$1.25M	2	0.17%	Reduced
1218	Callahan Advisors Houston, Texas	$26M	+$1.42M	6	6.51%	Increased
1219	Navellier & Associates Reno, Nevada	$25.9M	-$643K	5	3.7%	Reduced
1220	JAM JW Asset Management Miami Beach, Florida	$25.8M	+$8.63M	2	17.77%	Increased
1221	Landscape Capital Management Englewood, New Jersey	$25.7M	+$22M	3	3.46%	Increased
1222	Ardsley Advisory Partners Stamford, Connecticut	$25.7M	+$24.4M	3	4.06%	Increased
1223	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$25.6M	-$288K	2	8.67%	Reduced
1224	Convergence Investment Partners Palm Beach Gardens, Florida	$25.6M	+$4.87M	10	3.78%	Increased
1225	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$25.6M	-$710K	4	8.08%	Reduced