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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
1701	TRB Advisors New York	$20.7M	-$92.8M	3	32.69%	Reduced
1702	Hikari Power Tokyo, Japan	$20.7M	-$85.5K	3	2.33%	Reduced
1703	Steamboat Capital Partners Rye, New York	$20.7M	+$5.11M	2	8.83%	Increased
1704	Bernzott Capital Advisors Camarillo, California	$20.6M	+$13.9K	2	2.88%	Increased
1705	Steginsky Capital Port Washington, New York	$20.6M	+$1.4M	2	16.22%	Increased
1706	TEC Tiger Eye Capital Nashville, Tennessee	$20.6M	-$23M	3	8.71%	Reduced
1707	CCM Compton Capital Management Providence, Rhode Island	$20.6M	-$230K	8	9.83%	Reduced
1708	Northern Capital Management (Wisconsin) Madison, Wisconsin	$20.6M	+$3.91M	5	5.53%	Increased
1709	SC Stralem & Co New York	$20.6M	-$9.01M	3	9.82%	Reduced
1710	Blume Capital Management Berkeley, California	$20.6M	-$1.99M	7	11.74%	Reduced
1711	SG Swarthmore Group Philadelphia, Pennsylvania	$20.6M	-$1.7M	3	5.36%	Reduced
1712	Lockheed Martin Investment Management Bethesda, Maryland	$20.5M	+$6.14M	4	0.97%	Increased
1713	GIM Greylin Investment Management Orange, Virginia	$20.5M	-$2.5M	1	4.92%	Reduced
1714	Carlson Capital Dallas, Texas	$20.5M	-$46.6M	2	0.32%	Reduced
1715	Capco Asset Management Tampa, Florida	$20.5M	+$727K	1	13.46%	Increased
1716	DA DSC Advisors Chicago, Illinois	$20.4M	-$1M	7	2.47%	Reduced
1717	Addenda Capital Montreal, Quebec, Canada	$20.4M	+$2.62M	4	1.79%	Increased
1718	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$20.4M	+$7.63M	5	7.16%	Increased
1719	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$20.3M	+$100K	4	5.43%	Increased
1720	JCIC Asset Management Toronto, Ontario, Canada	$20.3M	-$46.2K	6	9.01%	Reduced
1721	Cetera Investment Advisers Schaumburg, Illinois	$20.3M	+$178K	7	3.31%	Increased
1722	Cubic Asset Management Boston, Massachusetts	$20.3M	+$4.27M	4	6.63%	Increased
1723	Marietta Investment Partners Milwaukee, Wisconsin	$20.2M	-$2.13M	7	7.73%	Reduced
1724	Bremer Trust National Association St. Cloud, Minnesota	$20.2M	+$1.63M	13	4.41%	Increased
1725	Quantbot Technologies New York	$20.2M	+$10.1M	9	1.97%	Increased