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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
1476	CCM Cohen Capital Management Corte Madera, California	$15.9M	-$199K	4	4.8%	Reduced
1477	FL Fort LP Chevy Chase, Maryland	$15.9M	-$897K	7	7.58%	Reduced
1478	JC JBF Capital Aspen, Colorado	$15.8M	+$1.58M	3	1.88%	Increased
1479	BHTS Bar Harbor Trust Services Ellsworth, Maine	$15.8M	-$5.63M	4	7.88%	Reduced
1480	IMAS ID Management A/S Randers, Denmark	$15.8M	+$263K	1	5.09%	Increased
1481	Fuller & Thaler Asset Management San Mateo, California	$15.7M	-$989K	6	0.34%	Reduced
1482	HC HHG & Company Darien, Connecticut	$15.7M	+$339K	3	4.23%	Increased
1483	CHA Cedar Hill Associates Chicago, Illinois	$15.7M	-$40.9K	1	2.75%	Reduced
1484	First Horizon Advisors Memphis, Tennessee	$15.6M	-$363K	10	2.78%	Reduced
1485	Cryder Capital Partners London, United Kingdom	$15.6M	-$4.91M	1	13.12%	Reduced
1486	BCA Bernzott Capital Advisors Camarillo, California	$15.6M	-$344K	2	3.04%	Reduced
1487	SCI SkyBridge Capital II New York	$15.6M	+$15.2M	2	7.49%	New
1488	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$15.6M	-$8.44M	3	0.19%	Reduced
1489	VST Van Strum & Towne San Francisco, California	$15.5M	+$2.67M	3	10.07%	Increased
1490	SIRP Shelter Insurance Retirement Plan Columbia, Missouri	$15.5M	$0	2	7.34%	Maintained
1491	ACC Accident Compensation Corp Wellington, New Zealand	$15.5M	+$15.4M	6	4.8%	New
1492	SeaBridge Investment Advisors Summit, New Jersey	$15.5M	-$1.88M	5	3.44%	Reduced
1493	Weatherly Asset Management Del Mar, California	$15.4M	+$1.71M	6	5.47%	Increased
1494	Twin Tree Management Dallas, Texas	$15.4M	+$827K	9	0.31%	Increased
1495	Dock Street Asset Management Palm Beach, Florida	$15.4M	-$559K	2	11.91%	Reduced
1496	Eagle Ridge Investment Management Stamford, Connecticut	$15.3M	+$7.69M	3	3.67%	Increased
1497	Trustmark National Bank Trust Department Jackson, Mississippi	$15.2M	+$673K	6	2.09%	Increased
1498	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$15.2M	+$14.4M	3	14.28%	New
1499	Greenwood Gearhart Fayetteville, Arkansas	$15.2M	-$387K	3	6.8%	Reduced
1500	BS Bow Street New York	$15.2M	-$1.09M	1	8.65%	Reduced