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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
1451	GAM Systematic Cambridge, United Kingdom	$23.2M	-$2.21M	9	3.33%	Reduced
1452	BP Bandera Partners New York	$23.1M	$0	2	20.17%	Maintained
1453	Stonebridge Capital Advisors St Paul, Minnesota	$23.1M	+$3.83M	7	5.68%	Increased
1454	HSC Harbor Spring Capital New York	$23.1M	+$23.6M	1	2.84%	New
1455	RCP Rothschild Capital Partners New York	$23M	-$2.08M	3	9.92%	Reduced
1456	Fagan Associates Troy, New York	$23M	-$15.5K	6	11.39%	Reduced
1457	OTC Opera Trading Capital Paris, France	$23M	+$14.1M	7	3.12%	Increased
1458	Roundview Capital Princeton, New Jersey	$23M	+$473K	6	6.58%	Increased
1459	HC Hourglass Capital Houston, Texas	$23M	+$1.37M	6	5.47%	Increased
1460	Blume Capital Management Berkeley, California	$23M	-$571	8	12.15%	Reduced
1461	Benjamin F. Edwards & Company St. Louis, Missouri	$22.9M	+$311K	15	2.75%	Increased
1462	Highstreet Asset Management London, Ontario, Canada	$22.8M	-$1.92M	7	2.18%	Reduced
1463	JLB & Associates Plymouth, Michigan	$22.7M	-$958K	3	5.56%	Reduced
1464	ACC Accident Compensation Corp Wellington, New Zealand	$22.7M	-$122K	8	6.2%	Reduced
1465	Coastline Trust Providence, Rhode Island	$22.7M	+$2.04M	6	3.96%	Increased
1466	DBG De Burlo Group Boston, Massachusetts	$22.7M	-$9.6M	3	5.03%	Reduced
1467	Dixon Hubard Feinour & Brown Roanoke, Virginia	$22.7M	-$278K	6	6.51%	Reduced
1468	SIG Schaller Investment Group Winston Salem, North Carolina	$22.7M	-$9.13M	4	11.84%	Reduced
1469	Caprock Group Boise, Idaho	$22.6M	+$286K	10	4.72%	Increased
1470	CC Colrain Capital Boston, Massachusetts	$22.6M	-$3.08M	4	10.39%	Reduced
1471	Spot Trading Chicago, Illinois	$22.6M	+$6.68M	9	0.39%	Increased
1472	Sylebra Capital (HK) Hong Kong	$22.5M	-$19.8M	1	1.96%	Reduced
1473	Verity & Verity Beaufort, South Carolina	$22.5M	+$438K	4	6.56%	Increased
1474	WIM Wittenberg Investment Management Carlisle, Massachusetts	$22.5M	-$796K	3	9.66%	Reduced
1475	CIC Canal Insurance Company Greenville, South Carolina	$22.5M	-$3.65M	2	7.85%	Reduced