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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	Dragoneer Investment Group San Francisco, California	$27.9M	-$4.82M	1	6.6%	Reduced
1202	Van Cleef Asset Management Beachwood, Ohio	$27.9M	-$144K	5	8.9%	Reduced
1203	Albion Financial Group Salt Lake City, Utah	$27.9M	+$187K	5	4.61%	Increased
1204	Goelzer Investment Management Carmel, Indiana	$27.8M	+$1.83M	6	3.61%	Increased
1205	BCM Barometer Capital Management Toronto, Ontario, Canada	$27.8M	-$7.3M	3	3.11%	Reduced
1206	Lebenthal Asset Management New York	$27.7M	+$164K	7	3.56%	Increased
1207	WCP Welch Capital Partners Harrison, New York	$27.7M	+$1.12M	3	9.36%	Increased
1208	CDH Charles D. Hyman	$27.7M	+$2.12M	6	3.9%	Increased
1209	ETrade Capital Management Arlington, Virginia	$27.7M	+$3.75M	9	1.26%	Increased
1210	CC Cornerstone Capital Palo Alto, California	$27.6M	-$352K	3	5.9%	Reduced
1211	Alerus Financial Grand Forks, North Dakota	$27.6M	-$612K	4	4.45%	Reduced
1212	Murphy Capital Management Bedminster, New Jersey	$27.5M	+$264K	6	4.34%	Increased
1213	ARK Investment Management St. Petersburg, Florida	$27.5M	+$28.6M	6	10%	New
1214	First National Trust Hermitage, Pennsylvania	$27.4M	-$1.19M	6	3.86%	Reduced
1215	Summit Partners Public Asset Management Boston, Massachusetts	$27.4M	-$17M	3	5.83%	Reduced
1216	Ensemble Capital Management San Francisco, California	$27.3M	-$351K	2	6.74%	Reduced
1217	HSA Hussman Strategic Advisors Ellicott City, Maryland	$27.2M	+$17.1M	5	5.42%	Increased
1218	Community Bank Dewitt, New York	$27.2M	-$256K	6	5.97%	Reduced
1219	Chartwell Investment Partners Berywn, Pennsylvania	$27.2M	-$2.24M	3	0.93%	Reduced
1220	Parkwood LLC Cleveland, Ohio	$27.2M	+$7.02M	4	4.16%	Increased
1221	KPF K2 Principal Fund Toronto, Ontario, Canada	$27.1M	+$7.69M	3	2.56%	Increased
1222	SeaBridge Investment Advisors Summit, New Jersey	$27.1M	+$3.39M	5	6.52%	Increased
1223	Pitcairn Conshohocken, Pennsylvania	$27.1M	-$1.89M	9	3.35%	Reduced
1224	Bridges Investment Management Omaha, Nebraska	$27M	+$1.56M	5	3.83%	Increased
1225	Callahan Advisors Houston, Texas	$27M	+$403K	6	6.51%	Increased