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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	ZA Zweig Advisers Hartford, Connecticut	$21.4M	+$9.23M	3	3.56%	Increased
1302	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$21.4M	+$20.9M	2	1.31%	New
1303	CIM CenturyLink Investment Management Denver, Colorado	$21.4M	+$1.15M	7	7.53%	Increased
1304	BBI Baxter Bros Inc Riverside, Connecticut	$21.3M	+$3.76M	3	7.89%	Increased
1305	AMI Asset Management Los Angeles, California	$21.3M	-$6.9M	1	1.48%	Reduced
1306	John G. Ullman & Associates Corning, New York	$21.2M	+$4.77M	5	4.69%	Increased
1307	JWBC J.W. Burns & Co Dewitt, New York	$21.2M	+$285K	6	6.72%	Increased
1308	JT Jump Trading Chicago, Illinois	$21.2M	+$13M	6	0.66%	Increased
1309	NCIM New Century Investment Management Southfield, Michigan	$21.1M	+$1.32M	3	9.76%	Increased
1310	Cubist Systematic Strategies Stamford, Connecticut	$21.1M	-$22M	12	1.23%	Reduced
1311	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$21.1M	+$444K	3	17.64%	Increased
1312	KLC Knowledge Leaders Capital Denver, Colorado	$21.1M	-$8.71M	2	7.26%	Reduced
1313	Hancock Whitney Gulfport, Mississippi	$21M	+$5.15M	5	0.88%	Increased
1314	SHA Smith Hayes Advisers Lincoln, Nebraska	$20.9M	-$1.04M	6	4.41%	Reduced
1315	Bank Pictet & Cie (Asia) Singapore	$20.9M	+$13M	4	12.11%	Increased
1316	KCP Kenmare Capital Partners New York	$20.9M	-$1.6M	1	14.99%	Reduced
1317	Van Cleef Asset Management Beachwood, Ohio	$20.8M	+$27.5K	5	7.63%	Increased
1318	Foster & Motley Cincinnati, Ohio	$20.7M	-$1.24M	4	4.4%	Reduced
1319	CCA Covey Capital Advisors Atlanta, Georgia	$20.7M	$0	1	10.57%	Maintained
1320	AWCI Alpine Woods Capital Investors Purchase, New York	$20.7M	+$1.54M	4	1.11%	Increased
1321	RCIM Russell Clark Investment Management London, United Kingdom	$20.6M	+$2.7M	1	5.58%	Increased
1322	Stanley-Laman Group Berwyn, Pennsylvania	$20.6M	+$132K	8	3.53%	Increased
1323	CAM Columbia Asset Management Ann Arbor, Michigan	$20.6M	-$103K	5	8.27%	Reduced
1324	Stillwater Capital Advisors Devon, Pennsylvania	$20.6M	+$9.3M	4	6.31%	Increased
1325	ALPS Advisors Denver, Colorado	$20.6M	+$20.5M	2	0.2%	Increased