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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
1376	CC Courier Capital Buffalo, New York	$32.5M	-$3.95M	7	4.29%	Reduced
1377	SAM Shikiar Asset Management New York	$32.5M	-$15.6K	4	14.8%	Reduced
1378	CG Clinton Group New York	$32.5M	+$15.2M	8	3.48%	Increased
1379	PCM Puissance Capital Management New York	$32.4M	$0	1	27.97%	Maintained
1380	PGIM Pacific Global Investment Management Glendale, California	$32.4M	+$165K	6	7.28%	Increased
1381	Vestor Capital Chicago, Illinois	$32.4M	+$1.54M	8	6.71%	Increased
1382	CCM Cadence Capital Management Boston, Massachusetts	$32.4M	+$1.16M	10	2.11%	Increased
1383	Fulton Breakefield Broenniman Bethesda, Maryland	$32.2M	-$213K	3	5.59%	Reduced
1384	GAM GVO Asset Management Zug, Switzerland	$32.2M	-$188K	2	7.96%	Reduced
1385	Mechanics Bank - Trust Department Walnut Creek, California	$32.2M	-$580K	5	7.55%	Reduced
1386	KCM Kingdon Capital Management New York	$32.1M	+$23.7M	3	2.54%	Increased
1387	SCA Sander Capital Advisors Seattle, Washington	$32M	+$1.83M	3	26.71%	Increased
1388	AFAM Capital Austin, Texas	$32M	+$186K	7	3.52%	Increased
1389	IP Intellectus Partners San Francisco, California	$31.9M	-$6.33M	13	10.97%	Reduced
1390	PCM Princeton Capital Management Red Bank, New Jersey	$31.9M	-$2.41M	8	14.17%	Reduced
1391	Pitcairn Conshohocken, Pennsylvania	$31.9M	-$4.9M	10	3.39%	Reduced
1392	BLB&B Advisors Montgomeryville, Pennsylvania	$31.9M	-$762K	7	4.26%	Reduced
1393	CF CNA Financial Chicago, Illinois	$31.8M	+$52.7K	5	6.77%	Increased
1394	CCM Concourse Capital Management Atlanta, Georgia	$31.8M	+$6.99M	4	20.54%	Increased
1395	Simmons Bank Pine Bluff, Arkansas	$31.8M	+$6.52M	9	2.86%	Increased
1396	SM Selkirk Management Chatham, New Jersey	$31.7M	+$3.95M	3	16.25%	Increased
1397	Appleton Partners Boston, Massachusetts	$31.5M	+$545K	7	4.78%	Increased
1398	GC Gruss & Co West Palm Beach, Florida	$31.4M	-$5.69M	5	31.79%	Reduced
1399	CCM Catawba Capital Management Roanoke, Virginia	$31.4M	-$663K	6	7.53%	Reduced
1400	Davidson Kempner Capital Management New York	$31.3M	+$3.54M	2	0.33%	Increased