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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	Thompson Investment Management Madison, Wisconsin	$38.5M	-$1.61M	5	6.87%	Reduced
1352	CC Courier Capital Buffalo, New York	$38.5M	-$288K	8	4.71%	Reduced
1353	Abner Herrman & Brock Jersey City, New Jersey	$38.4M	+$601K	6	5.49%	Increased
1354	Dorsey Asset Management Chicago, Illinois	$38.4M	-$6.26M	1	9%	Reduced
1355	PCM Princeton Capital Management Red Bank, New Jersey	$38.2M	-$1.74M	8	15.87%	Reduced
1356	KPF K2 Principal Fund Toronto, Ontario, Canada	$38.2M	+$1.94M	4	3.67%	Increased
1357	PGIM Pacific Global Investment Management Glendale, California	$38.2M	-$273K	6	7.84%	Reduced
1358	Advisory Research Chicago, Illinois	$38.2M	-$8.53M	5	0.62%	Reduced
1359	Royce & Associates New York	$38.2M	-$10.1M	3	0.26%	Reduced
1360	Cowen Inc New York	$38.1M	-$4.83M	7	3.49%	Reduced
1361	Stonebridge Capital Advisors St Paul, Minnesota	$38.1M	+$560K	6	7.66%	Increased
1362	Dorsey & Whitney Trust Sioux Falls, South Dakota	$38.1M	+$2.1M	9	5.9%	Increased
1363	HRT Financial New York	$38M	+$6.74M	7	5.92%	Increased
1364	GW&K Investment Management Boston, Massachusetts	$38M	-$3.93M	2	0.61%	Reduced
1365	Level Four Advisory Services Dallas, Texas	$38M	-$4.9M	9	4.1%	Reduced
1366	GCP Garelick Capital Partners Boston, Massachusetts	$37.9M	+$17.5M	2	6.26%	Increased
1367	SCM Stonebridge Capital Management Los Angeles, California	$37.9M	-$921K	6	13.02%	Reduced
1368	WIA Wealthstreet Investment Advisors Dallas, Texas	$37.9M	+$827K	9	4.67%	Increased
1369	GC Gruss & Co West Palm Beach, Florida	$37.8M	-$2.07M	5	37.35%	Reduced
1370	AL Arnhold LLC New York	$37.8M	-$4.35M	5	6.51%	Reduced
1371	NAM North American Management Boston, Massachusetts	$37.5M	-$3.02M	5	6.12%	Reduced
1372	NC Northern Cross Boston, Massachusetts	$37.4M	-$669M	1	13.41%	Reduced
1373	Sabal Trust St. Petersburg, Florida	$37.4M	-$25.8M	4	3.31%	Reduced
1374	Randolph Company Cincinnati, Ohio	$37.3M	+$665K	2	6.21%	Increased
1375	Bridgewater Associates Westport, Connecticut	$37.2M	-$45.9M	8	0.39%	Reduced