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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
1851	Steinberg Global Asset Management Boca Raton, Florida	$17.8M	+$36.8K	6	2.62%	Increased
1852	Kennedy Capital Management St Louis, Missouri	$17.8M	-$1.44M	2	0.33%	Reduced
1853	CCC Chelsea Counsel Company Los Angeles, California	$17.8M	-$2.8M	5	10.59%	Reduced
1854	RIG Renaissance Investment Group Lenox, Massachusetts	$17.8M	-$102K	4	7.14%	Reduced
1855	MIP Marietta Investment Partners Milwaukee, Wisconsin	$17.8M	+$2.48M	7	5.51%	Increased
1856	Alpine Associates Management Palm Beach, Florida	$17.8M	+$15.5M	1	0.55%	New
1857	WWM Willingdon Wealth Management Huntersville, North Carolina	$17.7M	+$1.58M	11	5.43%	Increased
1858	JT Jump Trading Chicago, Illinois	$17.7M	+$9.35M	5	1.39%	Increased
1859	BCM Buckhead Capital Management Atlanta, Georgia	$17.7M	+$474K	3	5.85%	Increased
1860	MCM McMillion Capital Management Greensboro, North Carolina	$17.6M	-$142K	3	9.99%	Reduced
1861	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$17.6M	-$258K	6	6.35%	Reduced
1862	MWVC Morgens Waterfall Vintiadis & Co New York	$17.6M	+$174K	3	12.44%	Increased
1863	Dillon & Associates Jackson, Michigan	$17.6M	+$33.7K	5	6.48%	Increased
1864	Stanley Capital Management Houston, Texas	$17.5M	$0	3	7.7%	Maintained
1865	Radnor Capital Management Wayne, Pennsylvania	$17.5M	-$2.48M	6	6.5%	Reduced
1866	LaFleur & Godfrey Grand Rapids, Michigan	$17.5M	-$514K	2	4.38%	Reduced
1867	MIM Martin Investment Management Palm Beach Gardens, Florida	$17.5M	-$239K	2	4.4%	Reduced
1868	MKC M. Kraus & Co Shelburne, Vermont	$17.5M	-$37.1K	3	10.96%	Reduced
1869	Royal Fund Management Lady Lake, Florida	$17.5M	-$220K	12	5.76%	Reduced
1870	MIM Montgomery Investment Management Rockville, Maryland	$17.4M	-$360K	4	7.17%	Reduced
1871	SR Sloane Robinson London, United Kingdom	$17.4M	+$15.3M	1	10.05%	Increased
1872	Cozad Asset Management Champaign, Illinois	$17.4M	+$16.6M	6	5.41%	New
1873	MCG McCollum Christoferson Group Amherst, New York	$17.4M	-$13.1K	4	7.06%	Reduced
1874	CPC Congress Park Capital Saratoga Springs, New York	$17.3M	-$63.1K	7	16.59%	Reduced
1875	Van Hulzen Asset Management El Dorado Hills, California	$17.3M	-$2.96M	5	5.13%	Reduced