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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	WealthTrust Fairport Cleveland, Ohio	$37.4M	-$1.28M	11	3.63%	Reduced
1327	SM Selkirk Management Chatham, New Jersey	$37.4M	+$1.43M	3	19.24%	Increased
1328	KCM Kingdon Capital Management New York	$37.3M	+$4.96M	4	2.6%	Increased
1329	BC Breakline Capital New York	$37.3M	+$5.71M	5	26.02%	Increased
1330	GW&K Investment Management Boston, Massachusetts	$37.3M	-$1.86M	2	0.61%	Reduced
1331	Stewart & Patten Company Lafayette, California	$37.2M	-$636K	5	7.1%	Reduced
1332	Parker Investment Management Menlo Park, California	$37.2M	-$238K	4	12.72%	Reduced
1333	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$37.1M	$0	1	2.01%	Maintained
1334	Bristlecone Advisors Bellevue, Washington	$37.1M	+$1.4M	5	12.35%	Increased
1335	TWI Thomas White International Chicago, Illinois	$37M	-$223K	6	6.15%	Reduced
1336	Chemical Bank Detroit, Michigan	$37M	+$128K	6	3.98%	Increased
1337	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$37M	-$14.5M	6	2.67%	Reduced
1338	Novare Capital Management Charlotte, North Carolina	$37M	+$104K	5	6.28%	Increased
1339	CA Claar Advisors New York	$37M	-$8.51M	3	16.38%	Reduced
1340	Karpus Investment Management Pittsford, New York	$36.9M	-$22.6M	3	1.61%	Reduced
1341	J.M. Forbes & Co Boston, Massachusetts	$36.9M	+$17.4K	5	8.25%	Increased
1342	CAM Columbia Asset Management Ann Arbor, Michigan	$36.8M	+$345K	7	10.72%	Increased
1343	Granahan Investment Management Waltham, Massachusetts	$36.8M	+$12.3M	5	2.22%	Increased
1344	PCM Puissance Capital Management New York	$36.8M	$0	1	27.65%	Maintained
1345	HP Holowesko Partners Nassau, Bahamas	$36.7M	+$35.4M	1	2.47%	New
1346	SAM Shikiar Asset Management New York	$36.7M	+$404K	4	15.35%	Increased
1347	CCT Chemung Canal Trust Elmira, New York	$36.6M	-$1.62M	5	8.8%	Reduced
1348	NAM North American Management Boston, Massachusetts	$36.5M	-$1.58M	5	5.92%	Reduced
1349	Convergence Investment Partners Palm Beach Gardens, Florida	$36.5M	-$2.42M	9	5.1%	Reduced
1350	Alerus Financial Grand Forks, North Dakota	$36.4M	-$430K	4	5.17%	Reduced