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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
1401	RCP Rothschild Capital Partners New York	$20.4M	-$2.67M	2	8.7%	Reduced
1402	Essex Financial Services Essex, Connecticut	$20.4M	+$1.79M	7	4.38%	Increased
1403	Zevin Asset Management Boston, Massachusetts	$20.4M	+$7.19M	6	5.31%	Increased
1404	Exchange Capital Management Ann Arbor, Michigan	$20.2M	+$142K	7	7.69%	Increased
1405	Colonial Trust Advisors Spartanburg, South Carolina	$20.2M	+$320K	6	6.51%	Increased
1406	Cubist Systematic Strategies Stamford, Connecticut	$20.1M	-$18.6M	15	1.61%	Reduced
1407	BTC Capital Management Des Moines, Iowa	$20.1M	+$425K	5	3.97%	Increased
1408	C Chescapmanager Baltimore, Maryland	$20M	+$20.6M	2	7.34%	New
1409	Greenwood Capital Associates Greenwood, South Carolina	$20M	-$206K	3	5.64%	Reduced
1410	GC Gruss & Co West Palm Beach, Florida	$20M	+$5.97M	5	21.8%	Increased
1411	RKL Wealth Management Lancaster, Pennsylvania	$19.9M	-$415K	4	9.61%	Reduced
1412	CIM CenturyLink Investment Management Denver, Colorado	$19.9M	-$1.22M	6	6.8%	Reduced
1413	BLAM Bourne Lent Asset Management Pawling, New York	$19.9M	+$2.84M	5	11.88%	Increased
1414	TEC Tiger Eye Capital Nashville, Tennessee	$19.9M	-$49.7M	2	2.93%	Reduced
1415	Anson Funds Management Dallas, Texas	$19.9M	$0	1	6.22%	Maintained
1416	James Investment Research Alpha, Ohio	$19.9M	+$401K	6	0.51%	Increased
1417	HLC Hunt Lane Capital New York	$19.8M	+$800K	1	7.28%	Increased
1418	Vantage Investment Partners Kansas City, Missouri	$19.8M	+$19.1M	1	2.63%	New
1419	Trust Asset Management Houston, Texas	$19.7M	+$935K	2	9.59%	Increased
1420	Standard Investments New York	$19.7M	+$19.9M	1	3.6%	New
1421	GHA Garcia Hamilton & Associates Houston, Texas	$19.6M	-$970K	6	11.35%	Reduced
1422	IFM Investors Melbourne, Australia	$19.6M	+$19.6M	7	9.23%	New
1423	Partners Capital Investment Group Boston, Massachusetts	$19.6M	-$2.72M	3	4.5%	Reduced
1424	Northstar Investment Advisors Denver, Colorado	$19.6M	+$940K	3	4.38%	Increased
1425	CTC (Chicago Trading Company) Chicago, Illinois	$19.6M	+$16.2M	1	22.17%	Increased