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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	USCA RIA Houston, Texas	$39.6M	-$9.07M	7	5.27%	Reduced
1252	First Hawaiian Bank Honolulu, Hawaii	$39.5M	-$2.14M	15	2.37%	Reduced
1253	CC ClearArc Capital Cincinnati, Ohio	$39.4M	-$26.8M	9	11.8%	Reduced
1254	Berkshire Asset Management Wilkes Barre, Pennsylvania	$39.4M	-$1.34M	6	3.68%	Reduced
1255	Wellington Shields Capital Management New York	$39.2M	-$1.42M	7	7.41%	Reduced
1256	Murphy Capital Management Bedminster, New Jersey	$39.2M	-$191K	6	6.58%	Reduced
1257	Quadrature Capital London, United Kingdom	$39.1M	-$35.4M	7	7.15%	Reduced
1258	Scout Investments Kansas City, Missouri	$39.1M	-$40.4M	1	0.98%	Reduced
1259	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$38.8M	+$90.7K	4	18.77%	Increased
1260	WWM Willingdon Wealth Management Huntersville, North Carolina	$38.7M	+$9.39M	10	11.16%	Increased
1261	BBI Baxter Bros Inc Riverside, Connecticut	$38.7M	-$658K	4	10.5%	Reduced
1262	TC TownSquare Capital Provo, Utah	$38.7M	+$36.9M	8	5.04%	New
1263	Colonial Trust Advisors Spartanburg, South Carolina	$38.4M	-$3.89M	6	9.37%	Reduced
1264	CGI Calixto Global Investors Coral Gables, Florida	$38.4M	+$41.7M	2	22.61%	New
1265	Southeast Asset Advisors Thomasville, Georgia	$38.1M	-$62.2K	4	11.41%	Reduced
1266	Gladstone Capital Management London, United Kingdom	$38M	+$39.3M	1	18.32%	New
1267	HighTower Trust Houston, Texas	$38M	-$10.1M	3	5.46%	Reduced
1268	Churchill Management Los Angeles, California	$38M	+$5M	4	1.66%	Increased
1269	SM Selkirk Management Chatham, New Jersey	$37.9M	+$2.75M	3	25.63%	Increased
1270	Payden & Rygel Los Angeles, California	$37.7M	+$467K	5	3.04%	Increased
1271	LECM Lead Edge Capital Management New York	$37.6M	+$40.6M	1	65.37%	New
1272	Partners Capital Investment Group Boston, Massachusetts	$37.6M	-$55.5M	3	4.47%	Reduced
1273	IRF IBM Retirement Fund Armonk, New York	$37.5M	-$3.16M	9	8.55%	Reduced
1274	Altrinsic Global Advisors Stamford, Connecticut	$37.4M	+$387K	2	1.79%	Increased
1275	KLCM Advisors Milwaukee, Wisconsin	$37.4M	+$7.62M	5	10.96%	Increased