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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	Cryder Capital Partners London, United Kingdom	$30M	$0	2	12.14%	Maintained
1227	Alerus Financial Grand Forks, North Dakota	$29.8M	+$75.4K	4	4.57%	Increased
1228	DCM Dynamic Capital Management St. Helier, Jersey	$29.8M	+$8.85M	4	4.83%	Increased
1229	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$29.8M	+$197K	8	5.65%	Increased
1230	Weiss Multi-Strategy Advisers New York	$29.7M	+$4.77M	4	1.18%	Increased
1231	IRF IBM Retirement Fund Armonk, New York	$29.7M	-$132M	7	8.42%	Reduced
1232	Advisor Partners Walnut Creek, California	$29.6M	+$1.62M	8	7.88%	Increased
1233	ASA Armstrong Shaw Associates New Canaan, Connecticut	$29.4M	-$3.06M	3	7.35%	Reduced
1234	CG Clinton Group New York	$29.4M	-$9.19M	10	1.71%	Reduced
1235	JCM Jafra Capital Management New York	$29.3M	+$15.5M	5	11.81%	Increased
1236	PWM Patriot Wealth Management Houston, Texas	$29.2M	+$5.88M	4	4.67%	Increased
1237	Bank of Hawaii Honolulu, Hawaii	$29.1M	-$1.42M	6	2.61%	Reduced
1238	CL Croft-Leominster Baltimore, Maryland	$29.1M	+$28M	4	6.88%	New
1239	Zuckerman Investment Group Chicago, Illinois	$29M	-$5.12M	2	7.05%	Reduced
1240	GIM Greystone Investment Management Cincinnati, Ohio	$29M	+$2.86M	4	14.08%	Increased
1241	LIM Lagoda Investment Management New York	$29M	-$3.33M	3	11.26%	Reduced
1242	Foster & Motley Cincinnati, Ohio	$29M	+$1.05M	4	5.29%	Increased
1243	FPFS First Personal Financial Services Charlotte, North Carolina	$29M	-$90.6K	11	6.95%	Reduced
1244	Parkwood LLC Cleveland, Ohio	$28.9M	-$988K	6	4.07%	Reduced
1245	Convergence Investment Partners Palm Beach Gardens, Florida	$28.9M	-$2.9M	10	4.06%	Reduced
1246	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$28.9M	+$411K	4	2.26%	Increased
1247	CC Cognios Capital Leawood, Kansas	$28.8M	-$1.53M	6	9.57%	Reduced
1248	RGI River Global Investors London, United Kingdom	$28.8M	+$1.05M	5	6.44%	Increased
1249	Tiedemann Advisors New York	$28.8M	+$7.32M	8	2.41%	Increased
1250	Albion Financial Group Salt Lake City, Utah	$28.8M	-$1.64M	6	4.32%	Reduced