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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	HAM Harber Asset Management Asheville, North Carolina	$21M	+$6.44M	4	11.57%	Increased
1277	Beacon Trust Morristown, New Jersey	$20.9M	-$47.7K	4	3.56%	Reduced
1278	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$20.8M	$0	1	14.33%	Maintained
1279	JGC J. Goldman & Co New York	$20.8M	+$11.2M	1	1.08%	Increased
1280	RCP Rothschild Capital Partners New York	$20.7M	-$5.63M	2	7.99%	Reduced
1281	CAM CG Asset Management New York	$20.7M	-$427K	4	8.29%	Reduced
1282	Vision Capital Management Portland, Oregon	$20.6M	-$26.2M	3	8.72%	Reduced
1283	AAM Augustine Asset Management Jacksonville, Florida	$20.6M	+$66.8K	2	16.43%	Increased
1284	JLB & Associates Plymouth, Michigan	$20.5M	+$682K	3	5.82%	Increased
1285	Stillwater Capital Advisors Devon, Pennsylvania	$20.5M	-$345K	4	6.13%	Reduced
1286	GW&K Investment Management Boston, Massachusetts	$20.5M	-$526K	3	0.42%	Reduced
1287	AQR Arbitrage Greenwich, Connecticut	$20.4M	-$24.7M	2	0.22%	Reduced
1288	TCV Trust & Wealth Management Richmond, Virginia	$20.4M	+$366K	6	3.55%	Increased
1289	Fulton Bank Lancaster, Pennsylvania	$20.3M	+$334K	7	1.99%	Increased
1290	PGIM Pacific Global Investment Management Glendale, California	$20.3M	+$149K	6	4.69%	Increased
1291	Appleton Partners Boston, Massachusetts	$20.3M	+$1.82M	7	4.14%	Increased
1292	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$20.2M	+$3.37M	2	3.66%	Increased
1293	Narwhal Capital Management Marietta, Georgia	$20.2M	+$87.3K	5	6.35%	Increased
1294	Bank of the West Monterey Park, California	$20.2M	+$520K	6	2.87%	Increased
1295	Lombard Odier Asset Management (USA) New York	$20.1M	-$24.7M	2	2.44%	Reduced
1296	Lockheed Martin Investment Management Bethesda, Maryland	$20.1M	-$2.2M	5	1.99%	Reduced
1297	First Interstate Bank Billings, Montana	$20.1M	+$712K	8	4.19%	Increased
1298	AW ACG Wealth Atlanta, Georgia	$20.1M	+$150K	6	4.47%	Increased
1299	Empyrean Capital Partners Los Angeles, California	$20.1M	+$21.2M	1	0.91%	New
1300	Martin & Co Knoxville, Tennessee	$20M	-$787K	5	6.47%	Reduced