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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	Sepio Capital Salt Lake City, Utah	$55M	-$2.69M	6	5.2%	Reduced
1202	BFM Blacksheep Fund Management Co. Dublin, Ireland	$55M	+$52.8M	2	40.88%	New
1203	1ST Source Bank South Bend, Indiana	$54.9M	-$1.33M	6	4.12%	Reduced
1204	BA Birinyi Associates Westport, Connecticut	$54.9M	-$1.71M	5	22.72%	Reduced
1205	CCM Investment Advisers Columbia, South Carolina	$54.8M	+$257K	3	8.54%	Increased
1206	RWWM Inc Rocklin, California	$54.8M	-$986K	2	15.86%	Reduced
1207	Andra AP-fonden Goteborg, Sweden	$54.8M	+$2.9M	12	1.57%	Increased
1208	Portolan Capital Management Boston, Massachusetts	$54.6M	-$2.16M	4	5.52%	Reduced
1209	Engineers Gate Manager New York	$54.6M	+$10.9M	19	2.4%	Increased
1210	Patten & Patten Chattanooga, Tennessee	$54.3M	-$599K	7	5.46%	Reduced
1211	Robeco Schweiz Zurich, Switzerland	$54.3M	+$1.25M	3	2.02%	Increased
1212	KCM Kingdon Capital Management New York	$54.3M	-$53.1M	2	8.17%	Reduced
1213	Webster Bank Waterbury, Connecticut	$54.2M	-$1.04M	12	6.93%	Reduced
1214	APA American Portfolios Advisors Holbrook, New York	$54.2M	+$4.63M	23	3.85%	Increased
1215	First Hawaiian Bank Honolulu, Hawaii	$54.1M	-$1.08M	11	2.59%	Reduced
1216	Fiduciary Trust International Lincoln, Massachusetts	$54M	+$11.7M	6	8.67%	Increased
1217	Founders Capital Management (Connecticut) East Hartford, Connecticut	$54M	-$93.8K	3	17.81%	Reduced
1218	Academy Capital Management Waco, Texas	$53.8M	+$8.42M	4	11.77%	Increased
1219	Advisors Capital Management Ridgewood, New Jersey	$53.7M	+$14.8M	7	2.51%	Increased
1220	Lee, Danner & Bass Nashville, Tennessee	$53.7M	-$1.86M	8	5.62%	Reduced
1221	VEPM Vista Equity Partners Management San Francisco, California	$53.7M	+$34.9M	2	2.45%	Increased
1222	Campbell Newman Asset Management Milwaukee, Wisconsin	$53.5M	+$12.1K	4	7.22%	Increased
1223	Randolph Company Cincinnati, Ohio	$53.5M	+$2.93M	2	8.25%	Increased
1224	Centiva Capital New York	$53.5M	-$20.6M	7	2.61%	Reduced
1225	Tudor Investment Corp Stamford, Connecticut	$53.4M	-$57.9M	19	2.4%	Reduced