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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
1826	CC Codex Capital New York	$36.2M	+$368K	6	21.65%	Increased
1827	Quadrant Capital Group Cincinnati, Ohio	$36.2M	+$1.32M	22	6.72%	Increased
1828	HCM Harspring Capital Management New York	$36.2M	-$5.06M	2	7.41%	Reduced
1829	Ivy Lane Capital Management Winter Park, Florida	$36.1M	+$34.9M	2	34.57%	New
1830	Whitener Capital Management Rocky Mount, North Carolina	$36M	-$5.09M	9	16.48%	Reduced
1831	Centaurus Financial Anaheim, California	$36M	+$819K	14	3.79%	Increased
1832	Cypress Capital Group Palm Beach, Florida	$36M	-$237K	8	5.42%	Reduced
1833	Anchor Capital Advisors Boston, Massachusetts	$35.9M	+$220K	5	0.82%	Increased
1834	Duff & Phelps Investment Management Chicago, Illinois	$35.7M	-$89.2K	6	0.52%	Reduced
1835	Infusive Asset Management New York	$35.7M	+$41.6M	3	11.81%	New
1836	Capital Investment Advisory Services Raleigh, North Carolina	$35.7M	+$4.67M	12	5.3%	Increased
1837	CAM Centre Asset Management New York	$35.7M	-$24.5M	4	16.75%	Reduced
1838	CCM Consolidated Capital Management Burbank, California	$35.6M	-$9.8M	3	22.76%	Reduced
1839	Greenwood Gearhart Fayetteville, Arkansas	$35.6M	+$917K	5	6.93%	Increased
1840	Brasada Capital Management Houston, Texas	$35.6M	-$1.18M	6	8.13%	Reduced
1841	South Street Advisors New York	$35.6M	-$2.35M	4	7.54%	Reduced
1842	First Fiduciary Investment Counsel Cleveland, Ohio	$35.5M	+$91.6K	3	6.65%	Increased
1843	Scopia Capital Management New York	$35.4M	-$21.9M	1	4.48%	Reduced
1844	United Bank (Virginia) Vienna, Virginia	$35.3M	+$1.76M	6	5.28%	Increased
1845	Wisconsin Capital Management Madison, Wisconsin	$35.3M	-$7.04M	4	13.6%	Reduced
1846	Texas Yale Capital Corp St. Petersburg, Florida	$35.3M	-$387K	6	2.37%	Reduced
1847	Jackson Square Capital San Francisco, California	$35.1M	+$79.4K	7	13.52%	Increased
1848	Trustmark National Bank Trust Department Jackson, Mississippi	$35M	+$8.36M	6	3.18%	Increased
1849	KCP KDI Capital Partners Raleigh, North Carolina	$35M	-$620K	3	15.84%	Reduced
1850	Granahan Investment Management Waltham, Massachusetts	$35M	+$2.18M	3	0.79%	Increased