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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	SIG Schaller Investment Group Winston Salem, North Carolina	$31.1M	+$5.58M	4	16.08%	Increased
1252	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$31.1M	-$180K	8	5.87%	Reduced
1253	Foster & Motley Cincinnati, Ohio	$30.9M	+$207K	4	5.46%	Increased
1254	SIMC Stillwater Investment Management (California) Palo Alto, California	$30.8M	+$6.91M	2	8.04%	Increased
1255	Group One Trading Chicago, Illinois	$30.8M	+$11.2M	13	0.32%	Increased
1256	L & S Advisors Los Angeles, California	$30.8M	+$6.89M	6	5.41%	Increased
1257	Albion Financial Group Salt Lake City, Utah	$30.8M	-$78.5K	7	5.11%	Reduced
1258	Bank of Hawaii Honolulu, Hawaii	$30.5M	-$263K	6	2.67%	Reduced
1259	Polar Asset Management Partners Toronto, Ontario, Canada	$30.4M	+$30.7M	1	0.72%	New
1260	SII Investments Appleton, Wisconsin	$30.4M	+$3.03M	9	1.88%	Increased
1261	WEC White Elm Capital Greenwich, Connecticut	$30.4M	-$4.58M	1	5.78%	Reduced
1262	Global X Management Company New York	$30.4M	+$3.84M	12	0.96%	Increased
1263	First American Trust Santa Ana, California	$30.4M	-$2.82M	6	8.46%	Reduced
1264	Hemenway Trust Hemenway Trust Salem, New Hampshire	$30.4M	+$764K	6	6.75%	Increased
1265	AAC Asset Advisors Corp Augusta, Georgia	$30.3M	+$911K	5	5.46%	Increased
1266	Convergence Investment Partners Palm Beach Gardens, Florida	$30.2M	+$1M	10	4.42%	Increased
1267	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$30M	+$16.9M	5	5.56%	Increased
1268	PWM Patriot Wealth Management Houston, Texas	$29.9M	-$1.9M	5	5.01%	Reduced
1269	Boothbay Fund Management New York	$29.9M	+$7.92M	8	6.22%	Increased
1270	Atria Investments Charlotte, North Carolina	$29.9M	+$227K	8	1.83%	Increased
1271	JWBC J.W. Burns & Co Dewitt, New York	$29.5M	+$23K	7	7.97%	Increased
1272	TCM Tradewinds Capital Management Bellingham, Washington	$29.5M	-$440K	11	15.54%	Reduced
1273	TLCM Tiger Legatus Capital Management New York	$29.5M	+$7.95M	2	12%	Increased
1274	FI FCM Investments Dallas, Texas	$29.5M	-$134K	5	22.51%	Reduced
1275	Parker Investment Management Menlo Park, California	$29.5M	+$24.3K	2	14.76%	Increased