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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
1276	Catalyst Capital Advisors Huntington, New York	$16.2M	-$3.1M	4	1.89%	Reduced
1277	LMR Partners London, United Kingdom	$16.2M	+$16M	4	1.97%	Increased
1278	Thomasville National Bank Thomasville, Georgia	$16.1M	+$4.92M	5	5.57%	Increased
1279	Lockheed Martin Investment Management Bethesda, Maryland	$16.1M	-$10.4M	7	0.8%	Reduced
1280	AAC Asset Advisors Corp Augusta, Georgia	$16.1M	-$65.8K	4	3.59%	Reduced
1281	FCM Firsthand Capital Management San Jose, California	$16.1M	-$4.19M	4	10.14%	Reduced
1282	Bridges Investment Management Omaha, Nebraska	$16M	+$746K	4	2.78%	Increased
1283	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$16M	-$105K	2	4.58%	Reduced
1284	Kayne Anderson Rudnick Investment Management Los Angeles, California	$16M	+$3.55M	4	0.25%	Increased
1285	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$16M	-$20.2M	1	2.14%	Reduced
1286	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$16M	+$571K	9	3.31%	Increased
1287	Van Cleef Asset Management Beachwood, Ohio	$16M	-$317K	4	5.94%	Reduced
1288	AAM Ardevora Asset Management London, United Kingdom	$15.9M	+$7.31M	4	2.77%	Increased
1289	Smead Capital Management Phoenix, Arizona	$15.9M	+$1.74M	1	1.04%	Increased
1290	CCM Cobalt Capital Management Short Hills, New Jersey	$15.9M	-$2.75M	1	1.47%	Reduced
1291	HC HHG & Company Darien, Connecticut	$15.9M	+$1.93M	3	4.58%	Increased
1292	First Interstate Bank Billings, Montana	$15.9M	-$350K	5	2.41%	Reduced
1293	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$15.8M	-$797K	4	4.7%	Reduced
1294	Hemenway Trust Hemenway Trust Salem, New Hampshire	$15.8M	+$2.32M	5	4.05%	Increased
1295	Auxier Asset Management Aurora, Oregon	$15.8M	-$586K	3	3.29%	Reduced
1296	AW ACG Wealth Atlanta, Georgia	$15.8M	-$471K	5	3.95%	Reduced
1297	Lebenthal Holdings New York	$15.8M	+$4.24M	6	3.22%	Increased
1298	CC Cornerstone Capital Palo Alto, California	$15.7M	+$920K	2	3.62%	Increased
1299	Hendershot Investments Centreville, Virginia	$15.7M	+$188K	4	8.22%	Increased
1300	HC Hillman Company Pittsburgh, Pennsylvania	$15.7M	-$42.8K	1	8.14%	Reduced