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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
1226	CCM Concourse Capital Management Atlanta, Georgia	$25.5M	+$1.21M	3	16.57%	Increased
1227	TCM Tradewinds Capital Management Bellingham, Washington	$25.5M	-$938K	12	17.89%	Reduced
1228	Global X Management Company New York	$25.5M	+$7.14M	12	1.13%	Increased
1229	Wexford Capital West Palm Beach, Florida	$25.5M	-$4.21M	8	4.16%	Reduced
1230	PS Pensionfund Sabic Sittard, Netherlands	$25.5M	+$5.28M	6	7.69%	Increased
1231	QAM Quentec Asset Management New York	$25.5M	-$8.51M	4	3.46%	Reduced
1232	Kora Management Brooklyn, New York	$25.4M	+$22.2M	1	14.2%	New
1233	DSI Daiwa SB Investments Tokyo, Japan	$25.3M	-$2.08M	7	6.54%	Reduced
1234	BP Bandera Partners New York	$25.3M	$0	2	16.6%	Maintained
1235	FPFS First Personal Financial Services Charlotte, North Carolina	$25.3M	+$2.93M	10	7.36%	Increased
1236	Goelzer Investment Management Carmel, Indiana	$25.2M	-$569K	6	3.4%	Reduced
1237	Bank of the West Monterey Park, California	$25.2M	+$2.27M	7	3.47%	Increased
1238	HAM Harber Asset Management Asheville, North Carolina	$25.2M	-$165K	4	12.72%	Reduced
1239	CCM Investment Advisers Columbia, South Carolina	$25.1M	-$29.8M	3	5.31%	Reduced
1240	MAM Mastrapasqua Asset Management Nashville, Tennessee	$25.1M	-$1.6M	5	6.18%	Reduced
1241	UAM UAS Asset Management New York	$25M	+$6.89M	4	17.18%	Increased
1242	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$25M	+$13.9M	11	3.22%	Increased
1243	Horizon Kinetics New York	$25M	-$853K	5	0.7%	Reduced
1244	J.M. Forbes & Co Boston, Massachusetts	$24.8M	+$2.93M	5	6.78%	Increased
1245	CDH Charles D. Hyman	$24.8M	+$46.5K	6	3.68%	Increased
1246	WA Wintergreen Advisers Mount Olive, New Jersey	$24.8M	-$6.61M	2	9.66%	Reduced
1247	State of Alaska Department of Revenue Juneau, Alaska	$24.8M	-$572K	3	2.59%	Reduced
1248	MTC McDaniel Terry & Co Austin, Texas	$24.7M	-$54.5K	4	5.29%	Reduced
1249	BLB&B Advisors Montgomeryville, Pennsylvania	$24.7M	-$109K	5	4.5%	Reduced
1250	Central Securities New York	$24.7M	$0	3	5.36%	Maintained