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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
1251	Avalon Global Asset Management San Francisco, California	$16M	-$550K	3	9.81%	Reduced
1252	AAM Aston Asset Management Chicago, Illinois	$16M	+$3.71M	4	3.65%	Increased
1253	BRA Bender Robert & Associates Pasadena, California	$15.9M	-$130K	3	11.24%	Reduced
1254	Wedbush Securities Los Angeles, California	$15.9M	-$357K	6	2.53%	Reduced
1255	CIM CenturyLink Investment Management Denver, Colorado	$15.9M	-$1.7M	5	4.94%	Reduced
1256	FAM Fortaleza Asset Management Chicago, Illinois	$15.8M	-$2.31M	5	7.3%	Reduced
1257	Advisors Capital Management Ridgewood, New Jersey	$15.8M	+$1.28M	4	2.13%	Increased
1258	AIM Act II Management New York	$15.7M	+$1.23M	1	6.95%	Increased
1259	Rand Wealth Baltimore, Maryland	$15.7M	-$812K	4	2.25%	Reduced
1260	AC Amiya Capital London, United Kingdom	$15.6M	-$17.6M	1	8.8%	Reduced
1261	SHA Smith Hayes Advisers Lincoln, Nebraska	$15.6M	-$395K	5	3.67%	Reduced
1262	SIPS Shelter Insurance Profit Sharing Columbia, Missouri	$15.6M	$0	2	6.07%	Maintained
1263	Goelzer Investment Management Carmel, Indiana	$15.4M	-$6.95M	4	2.56%	Reduced
1264	Stanley-Laman Group Berwyn, Pennsylvania	$15.4M	+$269K	6	2.83%	Increased
1265	ARS Investment Partners New York	$15.4M	+$14M	2	2.39%	Increased
1266	PIM Partner Investment Management San Francisco, California	$15.4M	-$18.4M	2	3.08%	Reduced
1267	Granite Investment Advisors Concord, New Hampshire	$15.4M	-$296K	3	3.39%	Reduced
1268	CIC Cornercap Investment Counsel Atlanta, Georgia	$15.4M	-$4.35M	3	2.77%	Reduced
1269	Addenda Capital Montreal, Quebec, Canada	$15.3M	+$300K	3	1.29%	Increased
1270	AIM Allen Investment Management New York	$15.2M	+$12.5M	3	1.6%	Increased
1271	CC Cornerstone Capital Palo Alto, California	$15.2M	-$82.7K	2	4.1%	Reduced
1272	BTNA Bremer Trust National Association St. Cloud, Minnesota	$15.2M	-$2.34M	7	5.34%	Reduced
1273	Samlyn Capital New York	$15.2M	+$14.8M	1	0.34%	New
1274	Capital Investment Advisors Atlanta, Georgia	$15.1M	+$1.46M	5	1.73%	Increased
1275	Capital Investment Counsel Inc Raleigh, North Carolina	$15.1M	+$957K	6	6.48%	Increased