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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	CMG Cavalry Management Group San Francisco, California	$75.6M	-$43.9M	3	5.93%	Reduced
1227	Professional Advisory Services Vero Beach, Florida	$75.5M	+$896K	6	12.14%	Increased
1228	Jefferies Group New York	$75.3M	-$70.4M	18	0.59%	Reduced
1229	RBF Capital San Francisco, California	$75.2M	+$2M	8	5.75%	Increased
1230	Oldfield Partners London, United Kingdom	$75.1M	-$5.78M	1	3.6%	Reduced
1231	Vigilant Capital Management Portland, Maine	$74.8M	+$1.36M	9	7.17%	Increased
1232	B. Riley Wealth Management Memphis, Tennessee	$74.8M	-$5.83M	10	9.66%	Reduced
1233	CCM Investment Advisers Columbia, South Carolina	$74.8M	-$1.75M	4	10.83%	Reduced
1234	Venture Visionary Partners Sylvania, Ohio	$74.8M	+$44.6M	8	8.22%	Increased
1235	Level Four Advisory Services Dallas, Texas	$74.6M	-$23.3M	14	5.99%	Reduced
1236	Bulltick Wealth Management Miami, Florida	$74.6M	+$74.5M	8	21.93%	New
1237	Eagle Ridge Investment Management Stamford, Connecticut	$74.5M	-$1.98M	5	9.42%	Reduced
1238	York Capital Management Global Advisors New York	$74.5M	-$76.1M	5	7.33%	Reduced
1239	SCS Capital Management Boston, Massachusetts	$74.5M	-$3.45M	3	1.48%	Reduced
1240	Novare Capital Management Charlotte, North Carolina	$74.3M	-$762K	5	9.68%	Reduced
1241	EARNEST Partners Atlanta, Georgia	$74.3M	+$1.58M	15	0.51%	Increased
1242	Columbia Asset Management Ann Arbor, Michigan	$74.1M	+$1.47M	8	14.93%	Increased
1243	AIA Group Hong Kong	$73.8M	+$68.8M	8	8.5%	Increased
1244	Selkirk Management Chatham, New Jersey	$73.8M	$0	3	23.91%	Maintained
1245	Schwartz Investment Counsel Plymouth, Michigan	$73.8M	+$17.5M	1	3.35%	Increased
1246	Maryland State Retirement & Pension System Baltimore, Maryland	$73.6M	+$69.3M	11	14.03%	New
1247	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$73.6M	-$1.71M	6	7.61%	Reduced
1248	Hillman Company Pittsburgh, Pennsylvania	$73.5M	$0	2	42.21%	Maintained
1249	Old Republic International (ORI) Chicago, Illinois	$73.3M	$0	1	1.82%	Maintained
1250	Rothschild Investment LLC Chicago, Illinois	$73.2M	+$341K	8	7.06%	Increased