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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
1526	RMSCM R.M. Sincerbeaux Capital Management New York	$9.6M	$0	2	9.04%	Maintained
1527	ArrowMark Colorado Holdings Denver, Colorado	$9.6M	$0	2	0.27%	Maintained
1528	MP Manifold Partners San Francisco, California	$9.6M	+$2.02M	3	5.59%	Increased
1529	BMC Benin Management Corp Wilton, Connecticut	$9.6M	-$114K	4	5.22%	Reduced
1530	CCM Compton Capital Management Providence, Rhode Island	$9.6M	+$982K	4	5.16%	Increased
1531	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$9.5M	+$1.04M	6	1.54%	Increased
1532	Noesis Capital Mangement Boca Raton, Florida	$9.5M	+$528K	4	4.3%	Increased
1533	MIM Midwest Investment Management Cleveland, Ohio	$9.5M	+$54.7K	3	6.94%	Increased
1534	Eventide Asset Management Boston, Massachusetts	$9.47M	+$1.87M	1	1.29%	Increased
1535	EI EDMP Inc Lutz, Florida	$9.46M	+$148K	4	8.87%	Increased
1536	KIA King Investment Advisors Houston, Texas	$9.46M	-$118K	2	4.02%	Reduced
1537	Hemenway Trust Hemenway Trust Salem, New Hampshire	$9.44M	+$192K	5	2.86%	Increased
1538	Greatmark Investment Partners Columbus, Georgia	$9.4M	-$35.7K	2	3.94%	Reduced
1539	1834 Investment Advisors Milwaukee, Wisconsin	$9.4M	+$819K	2	2.54%	Increased
1540	DCM Delta Capital Management Red Bank, New Jersey	$9.38M	-$24.8K	3	6.06%	Reduced
1541	HCM Harvey Capital Management Palm Beach, Florida	$9.36M	+$1.56M	3	3.35%	Increased
1542	Twin Tree Management Dallas, Texas	$9.35M	+$3.1M	5	0.21%	Increased
1543	Albion Financial Group Salt Lake City, Utah	$9.33M	+$369K	3	1.62%	Increased
1544	Bailard Foster City, California	$9.33M	-$2.79M	6	1.44%	Reduced
1545	ICM Intrepid Capital Management Jacksonville Beach, Florida	$9.33M	+$1.08M	2	2.22%	Increased
1546	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$9.31M	-$1.64M	3	5.31%	Reduced
1547	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$9.29M	-$652K	1	4.82%	Reduced
1548	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$9.27M	-$2.1M	2	1.56%	Reduced
1549	LCP Lombardia Capital Partners Pasadena, California	$9.27M	+$194K	1	0.25%	Increased
1550	HFA Harbert Fund Advisors Birmingham, Alabama	$9.27M	+$9.17M	2	10.73%	New