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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
1326	LIM Lagoda Investment Management New York	$28.1M	-$6.01M	3	10.16%	Reduced
1327	Parallel Advisors San Francisco, California	$28.1M	+$772K	16	4.83%	Increased
1328	Portolan Capital Management Boston, Massachusetts	$28.1M	+$6.48M	2	3.35%	Increased
1329	WEC White Elm Capital Greenwich, Connecticut	$28M	-$2.69M	2	5.55%	Reduced
1330	Greenleaf Trust Kalamazoo, Michigan	$28M	+$2.94M	9	0.61%	Increased
1331	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$28M	+$2.31M	9	2.36%	Increased
1332	AT Argent Trust San Antonio, Texas	$27.9M	+$594K	7	7.65%	Increased
1333	TimesSquare Capital Management New York	$27.9M	-$6.26M	3	0.19%	Reduced
1334	JCP Jabre Capital Partners Geneva, Switzerland	$27.9M	-$9.7M	5	5.42%	Reduced
1335	GC Gruss & Co West Palm Beach, Florida	$27.8M	+$228K	5	31.35%	Increased
1336	TEC Tiger Eye Capital Nashville, Tennessee	$27.7M	+$22.2M	3	4.11%	Increased
1337	MMG Monetary Management Group St Louis, Missouri	$27.7M	+$2.37M	6	11.68%	Increased
1338	FCM Freshford Capital Management Rye Brook, New York	$27.7M	+$6.16M	1	5.73%	Increased
1339	RIM Regent Investment Management Louisville, Kentucky	$27.6M	+$2.26M	9	9.3%	Increased
1340	L & S Advisors Los Angeles, California	$27.6M	-$5.06M	7	4.62%	Reduced
1341	First Horizon Advisors Memphis, Tennessee	$27.6M	+$990K	13	2.84%	Increased
1342	ARMC American Research & Management Company Marion, Massachusetts	$27.6M	-$27.7K	6	8.93%	Reduced
1343	SKBA Capital Management San Francisco, California	$27.6M	+$2.79M	2	3.96%	Increased
1344	SCA Snowden Capital Advisors New York	$27.5M	+$9.7M	7	4.44%	Increased
1345	BPM Bowling Portfolio Management Cincinnati, Ohio	$27.5M	+$513K	9	4.13%	Increased
1346	AFAM Capital Austin, Texas	$27.3M	+$154K	7	3.3%	Increased
1347	Convergence Investment Partners Palm Beach Gardens, Florida	$27.3M	-$5M	9	3.87%	Reduced
1348	Compass Capital Management Minneapolis, Minnesota	$27.3M	-$668K	1	4.33%	Reduced
1349	SAM Shikiar Asset Management New York	$27.3M	+$3.45M	4	11.85%	Increased
1350	Magnetar Financial Evanston, Illinois	$27.3M	-$7.53M	8	0.49%	Reduced