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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
1776	Sitrin Capital Management Century City, California	$19M	-$2.95M	3	11.6%	Reduced
1777	Millennium TVP Management New York	$18.9M	$0	1	25.4%	Maintained
1778	Fuller & Thaler Asset Management San Mateo, California	$18.9M	-$7.19M	6	0.27%	Reduced
1779	Karst Peak Capital Hong Kong	$18.9M	+$8.76M	1	69.44%	Increased
1780	Lombard Odier Asset Management (USA) New York	$18.9M	-$7.44M	3	1.49%	Reduced
1781	Northstar Capital Management New York	$18.8M	-$23.4K	6	20.02%	Reduced
1782	Edge Capital Group Atlanta, Georgia	$18.8M	+$19.9M	7	2.04%	New
1783	Weiss Asset Management Boston, Massachusetts	$18.8M	+$18.4M	2	1.32%	Increased
1784	Horizon Kinetics New York	$18.7M	-$235K	6	0.61%	Reduced
1785	Capital Planning Advisors Roseville, California	$18.7M	-$995K	5	6.81%	Reduced
1786	Hourglass Capital Houston, Texas	$18.7M	-$666K	7	5.89%	Reduced
1787	Cornercap Investment Counsel Atlanta, Georgia	$18.7M	+$8.9M	8	2.89%	Increased
1788	MCP Moab Capital Partners Southampton, New York	$18.6M	+$19.9M	2	4.4%	New
1789	W.R. Berkley Corp Greenwich, Connecticut	$18.6M	$0	1	4.06%	Maintained
1790	Greenlea Lane Capital Management Weston, Connecticut	$18.6M	+$20.6M	1	18.09%	New
1791	SAM Sandell Asset Management New York	$18.6M	$0	3	2.05%	Maintained
1792	SCP Investment Orinda, California	$18.5M	+$5.03M	2	17.06%	Increased
1793	CIBC Bank USA Chicago, Illinois	$18.5M	+$972K	6	3%	Increased
1794	GA GFS Advisors Houston, Texas	$18.5M	+$3.87M	6	4.96%	Increased
1795	Greenwood Capital Associates Greenwood, South Carolina	$18.4M	+$321K	3	4.83%	Increased
1796	IIA IPG Investment Advisors San Diego, California	$18.4M	-$3.13M	6	7.03%	Reduced
1797	Steel Grove Capital Advisors Memphis, Tennessee	$18.4M	+$1.14M	6	2.6%	Increased
1798	Chase Investment Counsel Charlottesville, Virginia	$18.4M	-$730K	4	10.97%	Reduced
1799	American National Registered Investment Advisor Galveston, Texas	$18.4M	+$1.03M	7	11.5%	Increased
1800	Trust Asset Management Houston, Texas	$18.4M	-$1K	2	11.09%	Reduced