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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	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$22.9M	+$13.3M	5	2.6%	Increased
1252	WCP Welch Capital Partners Harrison, New York	$22.9M	-$8.63M	2	7.72%	Reduced
1253	Duff & Phelps Investment Management Chicago, Illinois	$22.9M	-$1.04M	6	0.38%	Reduced
1254	SA Steadfast Advisors New York	$22.8M	+$12.3M	2	10.59%	Increased
1255	Chartwell Investment Partners Berywn, Pennsylvania	$22.8M	-$496K	2	0.47%	Reduced
1256	Belvedere Trading Chicago, Illinois	$22.8M	-$22.1M	1	1.33%	Reduced
1257	Ionic Capital Management New York	$22.7M	-$32.5M	3	1.55%	Reduced
1258	CF CNA Financial Chicago, Illinois	$22.7M	+$23.7K	5	6.06%	Increased
1259	Sand Hill Global Advisors Palo Alto, California	$22.6M	-$383K	6	3.63%	Reduced
1260	HC Hillman Company Pittsburgh, Pennsylvania	$22.6M	+$2.96M	1	11.91%	Increased
1261	Callahan Advisors Houston, Texas	$22.6M	+$447K	6	6.45%	Increased
1262	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$22.6M	-$16.3M	1	16.71%	Reduced
1263	HMS Hanseatic Management Services Albuquerque, New Mexico	$22.5M	+$14.4M	4	7.82%	Increased
1264	CIC Canal Insurance Company Greenville, South Carolina	$22.5M	$0	2	8.28%	Maintained
1265	MC Mathes Company New York	$22.5M	-$143K	5	12.76%	Reduced
1266	Fukoku Mutual Life Insurance Tokyo, Japan	$22.4M	+$6.37M	10	3.81%	Increased
1267	SCA Signpost Capital Advisors New York	$22.4M	-$5.99M	1	6%	Reduced
1268	Next Century Growth Investors Plymouth, Minnesota	$22.4M	+$710K	4	0.97%	Increased
1269	JAM JCIC Asset Management Toronto, Ontario, Canada	$22.3M	-$1.26M	2	6.14%	Reduced
1270	Motley Fool Asset Management Alexandria, Virginia	$22.3M	+$203K	3	4.48%	Increased
1271	Strategy Asset Managers Pasadena, California	$22.3M	-$631K	3	5.07%	Reduced
1272	Ally Financial Detroit, Michigan	$22.2M	-$23M	5	3.1%	Reduced
1273	Beacon Trust Morristown, New Jersey	$22.2M	+$1.21M	4	3.86%	Increased
1274	Portolan Capital Management Boston, Massachusetts	$22.1M	-$3.54M	3	2.81%	Reduced
1275	TT International London, United Kingdom	$22.1M	+$18.9M	3	8.65%	Increased