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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
1351	Arden Trust Wilmington, Delaware	$24.8M	-$3.72M	9	3.87%	Reduced
1352	CCM Concourse Capital Management Atlanta, Georgia	$24.8M	-$889K	3	14.71%	Reduced
1353	Wedbush Securities Los Angeles, California	$24.8M	+$1.89M	8	3.36%	Increased
1354	MFM Marianas Fund Management New York	$24.7M	-$8.08M	3	9.25%	Reduced
1355	SCM Stonebridge Capital Management Los Angeles, California	$24.7M	-$555K	6	9.95%	Reduced
1356	CF CNA Financial Chicago, Illinois	$24.6M	-$538K	5	5.46%	Reduced
1357	Arvest Bank Trust Division Dewey, Oklahoma	$24.6M	-$676K	3	1.93%	Reduced
1358	IAM Impala Asset Management Palm Beach, Florida	$24.6M	+$10M	1	1.14%	Increased
1359	CCM Crestwood Capital Management New York	$24.6M	-$21.1M	2	10.68%	Reduced
1360	EP Wealth Advisors Torrance, California	$24.5M	+$6.55M	4	3.38%	Increased
1361	C Chescapmanager Baltimore, Maryland	$24.4M	+$1.67M	2	3.34%	Increased
1362	Mechanics Bank - Trust Department Walnut Creek, California	$24.4M	-$1.79M	5	5.95%	Reduced
1363	OAMG Odey Asset Management Group London, United Kingdom	$24.3M	-$24.9M	3	2.51%	Reduced
1364	PCMI Princeton Capital Management Inc Princeton, New Jersey	$24.3M	+$314K	5	15.31%	Increased
1365	FCM Firsthand Capital Management San Jose, California	$24.2M	+$382K	6	25.9%	Increased
1366	AFAM Capital Austin, Texas	$24.1M	-$465K	3	3.34%	Reduced
1367	CMG Cavalry Management Group San Francisco, California	$24M	+$6.24M	2	9.79%	Increased
1368	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$23.9M	-$1.33M	5	4.4%	Reduced
1369	Global X Management Company New York	$23.9M	+$760K	12	0.85%	Increased
1370	Giverny Capital Montreal, Quebec, Canada	$23.9M	+$4.25M	2	3.96%	Increased
1371	ACC Accident Compensation Corp Wellington, New Zealand	$23.8M	-$45.5K	7	6.06%	Reduced
1372	IPLA Ice Pond Lane Advisers New York	$23.8M	+$6.54M	1	6.23%	Increased
1373	IA IPL Advisers New York	$23.8M	+$6.54M	1	10.25%	Increased
1374	Traynor Capital Management Malvern, Pennsylvania	$23.8M	+$2.93M	5	13.28%	Increased
1375	FIM Frontier Investment Management Dallas, Texas	$23.8M	+$1.62M	5	2.31%	Increased