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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	TCF National Bank Sioux Falls, South Dakota	$61.2M	-$3.02M	6	7.24%	Reduced
1302	First Horizon Corporation Memphis, Tennessee	$61.1M	+$61.8M	14	6.52%	New
1303	Ropes Wealth Advisors Boston, Massachusetts	$61M	-$842K	15	11.81%	Reduced
1304	Easterly Investment Partners Beverly, Massachusetts	$61M	+$7.86M	1	2.42%	Increased
1305	Oxbow Advisors Austin, Texas	$60.9M	+$53.9K	7	7.73%	Increased
1306	Webster Bank Waterbury, Connecticut	$60.9M	-$1.22M	11	7.99%	Reduced
1307	Goelzer Investment Management Carmel, Indiana	$60.7M	-$895K	8	5.62%	Reduced
1308	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$60.7M	+$23.2M	2	41.36%	Increased
1309	First Hawaiian Bank Honolulu, Hawaii	$60.5M	+$196K	11	3.1%	Increased
1310	Conning Inc Hartford, Connecticut	$60.5M	+$687K	9	2.13%	Increased
1311	Dixon Hubard Feinour & Brown Roanoke, Virginia	$60.3M	-$1.7M	7	15.48%	Reduced
1312	L & S Advisors Los Angeles, California	$60.3M	-$7.78M	8	8.3%	Reduced
1313	Graham Capital Management Rowayton, Connecticut	$60.3M	+$38.8M	3	2.08%	Increased
1314	JCM JS Capital Management New York	$60M	-$25.8M	4	3.1%	Reduced
1315	Caldwell Trust Venice, Florida	$60M	-$3.22M	13	9.86%	Reduced
1316	Callahan Advisors Houston, Texas	$60M	-$1.84M	4	9.8%	Reduced
1317	Sycomore Asset Management Paris, France	$59.8M	+$16.8M	4	17.42%	Increased
1318	Bristol Gate Capital Partners Toronto, Ontario, Canada	$59.7M	+$4.38M	1	4.5%	Increased
1319	SP Asset Management Cupertino, California	$59.6M	-$1.56M	8	9.15%	Reduced
1320	TFM TPI Fund Managers London, United Kingdom	$59.5M	-$27.6M	2	12.7%	Reduced
1321	Bowie Capital Management Richardson, Texas	$59.3M	+$8.36M	3	9.45%	Increased
1322	Hudson Bay Capital Management Stamford, Connecticut	$59.2M	+$29.3M	3	0.88%	Increased
1323	J. Arnold Wealth Management Youngstown, Ohio	$59.2M	-$14.1M	3	43.98%	Reduced
1324	CPH C Partners Holding Zurich, Switzerland	$59.2M	+$1.9M	2	13.72%	Increased
1325	Torray Investment Partners Bethesda, Maryland	$59M	+$12.8M	6	10.85%	Increased