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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	Compass Capital Management Minneapolis, Minnesota	$35.7M	-$126K	1	4.51%	Reduced
1402	AGF Investments LLC Toronto, Ontario, Canada	$35.6M	-$1.09M	9	7.99%	Reduced
1403	WMS Partners Towson, Maryland	$35.6M	+$228K	7	8.87%	Increased
1404	KIP Kayak Investment Partners San Francisco, California	$35.6M	+$2.45M	3	27.46%	Increased
1405	Choate Investment Advisors Boston, Massachusetts	$35.6M	+$1.81M	7	2.1%	Increased
1406	Sompo Asset Management Tokyo, Japan	$35.6M	-$5.85M	6	11.15%	Reduced
1407	SCM Stonebridge Capital Management Los Angeles, California	$35.5M	-$180K	6	12.94%	Reduced
1408	Loews Corp New York	$35.4M	-$1.81M	5	0.3%	Reduced
1409	O'Shaughnessy Asset Management Stamford, Connecticut	$35.4M	+$21.2M	7	0.84%	Increased
1410	CC Courier Capital Buffalo, New York	$35.3M	-$827K	6	4.59%	Reduced
1411	MRCM M&R Capital Management Summit, New Jersey	$35.2M	+$354K	10	8.02%	Increased
1412	NAM North American Management Boston, Massachusetts	$35.2M	-$674K	5	5.86%	Reduced
1413	Howe & Rusling Rochester, New York	$35.1M	+$257K	15	6.09%	Increased
1414	BAM Bruderman Asset Management Locust Valley, New York	$35.1M	+$4.61M	14	7.71%	Increased
1415	Weiss Asset Management Boston, Massachusetts	$35M	+$15.8M	7	2.74%	Increased
1416	Coastline Trust Providence, Rhode Island	$35M	+$760K	7	5.22%	Increased
1417	Mitchell Capital Management Leawood, Kansas	$35M	+$1.42M	5	12.36%	Increased
1418	PHAM Pacific Heights Asset Management San Francisco, California	$34.9M	$0	1	4.55%	Maintained
1419	Duality Advisers Miami, Florida	$34.9M	+$1.75M	5	2.06%	Increased
1420	Granite Investment Advisors Concord, New Hampshire	$34.8M	-$4.47M	8	6.7%	Reduced
1421	Thompson Investment Management Madison, Wisconsin	$34.7M	-$892K	5	6.65%	Reduced
1422	Mechanics Bank - Trust Department Walnut Creek, California	$34.7M	-$397K	5	7.92%	Reduced
1423	Petrus Trust Company Dallas, Texas	$34.7M	+$9.7M	5	6.72%	Increased
1424	ArrowMark Colorado Holdings Denver, Colorado	$34.6M	-$2.83M	4	0.33%	Reduced
1425	Sowell Financial Services North Little Rock, Arkansas	$34.4M	+$7.33M	7	3.84%	Increased