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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
1551	Oaktree Capital Management Los Angeles, California	$34.4M	+$13.3M	1	0.65%	Increased
1552	First Midwest Bank Trust Division Joliet, Illinois	$34.3M	-$2.02M	8	4.65%	Reduced
1553	Oakwood Capital Management Los Angeles, California	$34.3M	-$4.25M	3	14.27%	Reduced
1554	Karst Peak Capital Hong Kong	$34.2M	-$9.6M	1	28.7%	Reduced
1555	Institutional Venture Management XIV Menlo Park, California	$34.2M	-$12.7M	1	17.17%	Reduced
1556	Bath Savings Trust Bath, Maine	$34.2M	+$1.13M	6	6.18%	Increased
1557	NumerixS Investment Technologies Vancouver, British Columbia, Canada	$34.2M	-$3.42M	11	6.73%	Reduced
1558	Strategy Asset Managers Pasadena, California	$34.2M	+$1.46M	6	8.43%	Increased
1559	SignatureFD Atlanta, Georgia	$34.1M	+$2.43M	17	2.52%	Increased
1560	MRCM M&R Capital Management Summit, New Jersey	$34M	-$862K	8	7.65%	Reduced
1561	Essex Financial Services Essex, Connecticut	$34M	+$1.87M	7	9.37%	Increased
1562	Peak Asset Management Louisville, Colorado	$34M	-$190K	6	10.29%	Reduced
1563	Progressive Investment Management Lake Oswego, Oregon	$33.9M	+$222K	5	16.57%	Increased
1564	Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$33.9M	-$3.44M	3	4.62%	Reduced
1565	Wexford Capital West Palm Beach, Florida	$33.9M	+$4.8M	5	5.22%	Increased
1566	Altrinsic Global Advisors Stamford, Connecticut	$33.8M	+$5.73M	1	1.42%	Increased
1567	Lombard Odier Asset Management (USA) New York	$33.8M	-$492K	3	3.02%	Reduced
1568	Lathrop Investment Management Little Rock, Arkansas	$33.8M	-$942K	2	9%	Reduced
1569	CANC Culbertson A N & Co Charlottesville, Virginia	$33.7M	-$1.14M	6	8.68%	Reduced
1570	Crystal Rock Capital Management Bannockburn, Illinois	$33.7M	+$177K	5	21.96%	Increased
1571	Endurance Wealth Management Providence, Rhode Island	$33.5M	+$833K	13	5.13%	Increased
1572	PAM Premier Asset Management Chicago, Illinois	$33.5M	-$15M	6	10.97%	Reduced
1573	Lucia Wealth Services San Diego, California	$33.4M	-$34.5K	8	10.27%	Reduced
1574	Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$33.4M	+$1.32M	8	15.43%	Increased
1575	Addenda Capital Montreal, Quebec, Canada	$33.4M	+$1.05M	4	2.21%	Increased