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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	SC Stralem & Co New York	$33.3M	-$2.85M	3	9.88%	Reduced
1452	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$33.1M	-$4.18M	3	12.25%	Reduced
1453	Claret Asset Management Montreal, Quebec, Canada	$33.1M	+$1.68M	8	6.37%	Increased
1454	WA Winfield Associates Cleveland, Ohio	$33M	+$251K	6	16.27%	Increased
1455	JCI Jet Capital Investors New York	$33M	+$32.3M	1	2.61%	New
1456	Matthew Goff Investment Advisor Houston, Texas	$33M	-$256K	5	13.22%	Reduced
1457	RCIM Russell Clark Investment Management London, United Kingdom	$32.9M	-$16.6M	5	7.76%	Reduced
1458	Benjamin F. Edwards & Company St. Louis, Missouri	$32.9M	-$121K	16	3.1%	Reduced
1459	IP Intellectus Partners San Francisco, California	$32.9M	-$111K	12	11.48%	Reduced
1460	TI TTP Investments San Jose, California	$32.9M	+$1.76M	4	23.05%	Increased
1461	Sheets Smith Wealth Management Winston-Salem, North Carolina	$32.8M	+$2.39M	7	6.79%	Increased
1462	Alexandria Capital Arlington, Virginia	$32.7M	+$3.64M	8	4.81%	Increased
1463	Tower Research Capital (TRC) New York	$32.7M	-$100M	22	2.4%	Reduced
1464	OCM Olstein Capital Management Purchase, New York	$32.6M	-$6.56M	4	4.37%	Reduced
1465	Thames Capital Management Roseland, New Jersey	$32.6M	+$376K	2	8.27%	Increased
1466	NIM Nicollet Investment Management Minneapolis, Minnesota	$32.5M	-$18.2K	5	21.16%	Reduced
1467	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$32.4M	-$1.86M	2	2.48%	Reduced
1468	OCM Oakwood Capital Management Los Angeles, California	$32.4M	+$319K	3	13.14%	Increased
1469	Clearstead Advisors Cleveland, Ohio	$32.4M	+$389K	7	4.44%	Increased
1470	First Interstate Bank Billings, Montana	$32.4M	-$504K	10	6.83%	Reduced
1471	HCS Harvest Capital Strategies San Francisco, California	$32.4M	+$731K	1	3.7%	Increased
1472	Mitchell Capital Management Leawood, Kansas	$32.3M	+$5.47M	5	10.49%	Increased
1473	Peconic Partners New York	$32.3M	+$31.2M	4	8.15%	Increased
1474	BTC Capital Management Des Moines, Iowa	$32.3M	+$603K	5	5.51%	Increased
1475	Grassi Investment Management Santa Clara, California	$32.1M	+$2.89M	8	4.75%	Increased