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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	Cortina Asset Management Milwaukee, Wisconsin	$22.4M	-$4.7M	3	1.1%	Reduced
1627	BCM Bluefin Capital Management New York	$22.4M	+$11M	5	1.52%	Increased
1628	Trexquant Investment Stamford, Connecticut	$22.4M	+$7.16M	9	1.56%	Increased
1629	Biondo Investment Advisors Milford, Pennsylvania	$22.4M	+$106K	3	5.83%	Increased
1630	Anchor Investment Management Columbia, South Carolina	$22.4M	+$3.75M	10	5.86%	Increased
1631	Abbrea Capital Greenbrae, California	$22.4M	+$2.68M	7	7.25%	Increased
1632	Whitney & Co Rochester, New York	$22.4M	+$803K	9	6.4%	Increased
1633	Gladstone Capital Management London, United Kingdom	$22.4M	+$3.58M	1	10.87%	Increased
1634	Emerald Advisers Leola, Pennsylvania	$22.3M	+$17.1M	4	0.9%	Increased
1635	Old Mission Capital Chicago, Illinois	$22.3M	-$6.18M	1	2.95%	Reduced
1636	SSI Scott & Selber Inc Houston, Texas	$22.2M	-$5.24M	5	12.51%	Reduced
1637	Echo Street Capital Management New York	$22.2M	+$1.08M	1	0.65%	Increased
1638	Systematic Financial Management Teaneck, New Jersey	$22.2M	-$25.9M	4	0.49%	Reduced
1639	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$22.2M	-$229K	6	3.3%	Reduced
1640	Pensionfund DSM Netherlands Sittard, Netherlands	$22.1M	-$12M	4	3.97%	Reduced
1641	Shelter Mutual Insurance Columbia, Missouri	$22.1M	$0	2	6.6%	Maintained
1642	LCM Lee Capital Management New York	$22M	+$446K	5	16.65%	Increased
1643	Donoghue Forlines Boston, Massachusetts	$22M	+$4.23M	3	1.91%	Increased
1644	Vident Investment Advisory Alpharetta, Georgia	$22M	+$743K	13	0.9%	Increased
1645	Capital Investment Counsel Inc Raleigh, North Carolina	$22M	+$295K	8	9.11%	Increased
1646	Sensato Investors San Francisco, California	$22M	-$4.45M	3	3.41%	Reduced
1647	RCM Ratan Capital Management Miami Beach, Florida	$22M	+$20.4M	5	14.18%	New
1648	Lincoln National Corp Radnor, Pennsylvania	$21.9M	-$14.5M	8	0.8%	Reduced
1649	Lombard Odier Asset Management (Europe) London, United Kingdom	$21.8M	-$2.57M	8	1.49%	Reduced
1650	Loews Corp New York	$21.7M	-$1.92M	5	0.15%	Reduced