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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
1876	FPCM Fox Point Capital Management New York	$4.99M	-$17.3M	1	2.66%	Reduced
1877	SM SLS Management New York	$4.98M	-$2.86M	1	4.2%	Reduced
1878	BTG Pactual Global Asset Management Hamilton, Bermuda	$4.97M	-$13.6M	2	1.3%	Reduced
1879	UGIF US Global Investors Funds Portland, Maine	$4.97M	+$4.49M	4	0.89%	New
1880	U.S. Global Investors (USGI) San Antonio, Texas	$4.97M	+$927K	4	0.89%	Increased
1881	MC Miles Capital West Des Moines, Iowa	$4.97M	+$1.05M	2	2.44%	Increased
1882	SAM Solaris Asset Management New York	$4.96M	+$440K	4	3.32%	Increased
1883	RAM Roanoke Asset Management Jersey City, New Jersey	$4.93M	$0	3	2.27%	Maintained
1884	TCM Texan Capital Management Houston, Texas	$4.93M	+$1.11M	2	2.53%	Increased
1885	North Star Investment Management Chicago, Illinois	$4.93M	+$369K	4	1.07%	Increased
1886	NI Nepsis Inc Minneapolis, Minnesota	$4.93M	+$4.78M	1	3.4%	New
1887	RT Reliance Trust Atlanta, Georgia	$4.88M	-$201K	4	4.64%	Reduced
1888	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$4.87M	+$2.71M	2	2.73%	Increased
1889	HIM Harbour Investment Management Edmonds, Washington	$4.85M	-$161K	1	3.25%	Reduced
1890	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$4.85M	+$538K	4	3.97%	Increased
1891	Savant Capital Rockford, Illinois	$4.85M	+$89.7K	5	2.38%	Increased
1892	ATC Adirondack Trust Company Saratoga Springs, New York	$4.84M	+$38.8K	8	3.92%	Increased
1893	Algert Global San Francisco, California	$4.83M	+$3.53M	1	1.29%	Increased
1894	BAM Boyar Asset Management New York	$4.83M	+$50.9K	2	4.01%	Increased
1895	TBNY Trustco Bank (New York) Albany, New York	$4.82M	-$105K	3	4.42%	Reduced
1896	ProVise Management Group Clearwater, Florida	$4.81M	-$158K	4	1.24%	Reduced
1897	MassMutual Private Wealth & Trust Windsor, Connecticut	$4.78M	+$4.41M	5	4.39%	New
1898	HT HAP Trading New York	$4.78M	-$44.9M	2	0.15%	Reduced
1899	Miller Investment Management West Conshohocken, Pennsylvania	$4.77M	$0	3	2.66%	Maintained
1900	AO Allen Operations New York	$4.76M	$0	1	6.75%	Maintained