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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
1301	Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$14M	-$1.33M	3	4.72%	Reduced
1302	GLRA Gerald L. Ray & Associates Dallas, Texas	$14M	-$10.6K	5	2.63%	Reduced
1303	Bank Pictet & Cie (Asia) Singapore	$13.9M	+$12.6M	2	9.25%	New
1304	Taylor Cottrill New London, New Hampshire	$13.9M	-$352K	3	7.21%	Reduced
1305	General Pension Society PZU Joint Stock Warsaw, Poland	$13.9M	-$5.08M	1	9.17%	Reduced
1306	CC Cornerstone Capital Palo Alto, California	$13.9M	-$455K	2	4.06%	Reduced
1307	SFSIG San Francisco Sentry Investment Group San Francisco, California	$13.8M	-$104K	8	4.77%	Reduced
1308	Columbia Asset Management Ann Arbor, Michigan	$13.8M	+$13M	5	6.1%	New
1309	AAM Archipel Asset Management Stockholm, Sweden	$13.8M	-$15.1M	2	3.84%	Reduced
1310	WRM Westport Resources Management Westport, Connecticut	$13.8M	-$612K	6	4.02%	Reduced
1311	Essex Financial Services Essex, Connecticut	$13.8M	-$880K	5	4.65%	Reduced
1312	Addenda Capital Montreal, Quebec, Canada	$13.7M	-$372K	3	1.22%	Reduced
1313	Clark Capital Management Group Philadelphia, Pennsylvania	$13.7M	+$721K	3	1.14%	Increased
1314	Central Asset Investments & Management Holdings Hong Kong	$13.7M	+$11.4M	1	8.67%	Increased
1315	AP Archon Partners Princeton Junction, New Jersey	$13.6M	-$2.78M	2	3.76%	Reduced
1316	American National Bank & Trust Wichita Falls, Texas	$13.6M	+$112K	3	5.45%	Increased
1317	InterOcean Capital Chicago, Illinois	$13.6M	+$44.1K	4	5.76%	Increased
1318	McRae Capital Management Morristown, New Jersey	$13.6M	+$65.3K	2	6.99%	Increased
1319	Davidson & Garrard Lynchburg, Virginia	$13.6M	+$173K	5	3.45%	Increased
1320	Vestor Capital Chicago, Illinois	$13.6M	-$28.7K	3	4.92%	Reduced
1321	Shufro Rose & Co New York	$13.6M	-$593K	3	1.43%	Reduced
1322	Kohlberg Kravis Roberts & Co New York	$13.6M	+$12.3M	1	0.23%	New
1323	Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$13.6M	+$12.6M	5	5.32%	New
1324	Capital Investment Counsel Inc Raleigh, North Carolina	$13.5M	+$388K	7	6.15%	Increased
1325	Freshford Capital Management Rye Brook, New York	$13.5M	+$6.43M	1	1.57%	Increased