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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
1626	CAM Capco Asset Management Tampa, Florida	$14.5M	+$14M	1	13.18%	New
1627	MC Muhlenkamp & Co Wexford, Pennsylvania	$14.5M	-$104K	1	4.57%	Reduced
1628	SCM Sitrin Capital Management Century City, California	$14.5M	+$156K	4	11.2%	Increased
1629	ANRIA American National Registered Investment Advisor Galveston, Texas	$14.5M	$0	8	6.58%	Maintained
1630	Salient Capital Advisors Houston, Texas	$14.4M	+$975K	6	0.28%	Increased
1631	CCM Compton Capital Management Providence, Rhode Island	$14.4M	+$367K	8	7.54%	Increased
1632	North Star Investment Management Chicago, Illinois	$14.4M	+$6.89M	10	2.17%	Increased
1633	NC NBW Capital Boston, Massachusetts	$14.4M	+$450K	2	4.14%	Increased
1634	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$14.4M	$0	4	6.79%	Maintained
1635	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$14.4M	+$129K	5	7.81%	Increased
1636	Cortina Asset Management Milwaukee, Wisconsin	$14.4M	+$5.58M	2	0.6%	Increased
1637	QI Quotient Investors New York	$14.4M	+$1.5M	7	9.04%	Increased
1638	BC Bruce & Co Chicago, Illinois	$14.4M	$0	1	3.75%	Maintained
1639	Schonfeld Strategic Advisors New York	$14.3M	-$14.8M	6	1.86%	Reduced
1640	Hollencrest Capital Management Newport Beach, California	$14.3M	-$9.36M	6	2.16%	Reduced
1641	LGC Laurel Grove Capital Los Angeles, California	$14.3M	+$381K	5	7.78%	Increased
1642	FIM Freedom Investment Management Hartford, Connecticut	$14.3M	+$817K	10	0.9%	Increased
1643	IPLA Ice Pond Lane Advisers New York	$14.2M	+$14.9M	1	2.14%	New
1644	IA IPL Advisers New York	$14.2M	+$14.9M	1	3.95%	New
1645	CCC Chelsea Counsel Company Los Angeles, California	$14.2M	+$54.5K	5	7.49%	Increased
1646	Managed Asset Portfolios Rochester, Michigan	$14.2M	+$397K	1	5.61%	Increased
1647	OCM Oakview Capital Management Dallas, Texas	$14.2M	+$14.1M	1	8.03%	New
1648	Anderson Hoagland & Co St Louis, Missouri	$14.2M	+$1.26M	5	8.29%	Increased
1649	Grassi Investment Management Santa Clara, California	$14.2M	-$176K	7	2.58%	Reduced
1650	CL CIM LLC Albany, New York	$14.2M	-$118K	4	7.11%	Reduced