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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
1901	Consulta London, United Kingdom	$11.6M	+$11.7M	1	1.41%	New
1902	Steinberg Global Asset Management Boca Raton, Florida	$11.6M	+$416K	6	1.77%	Increased
1903	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$11.5M	+$350K	4	4.29%	Increased
1904	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$11.5M	+$3.43M	7	2.94%	Increased
1905	MIP Marietta Investment Partners Milwaukee, Wisconsin	$11.5M	+$4.84M	4	3.7%	Increased
1906	CC Cipher Capital New York	$11.5M	-$871K	4	0.9%	Reduced
1907	IBEX Wealth Advisors Bedminster, New Jersey	$11.5M	-$1.5M	5	4.54%	Reduced
1908	HRC Hoertkorn Richard Charles	$11.5M	-$3.09M	6	7.63%	Reduced
1909	TGCM Tukman Grossman Capital Management Larkspur, California	$11.5M	-$5.11M	1	3.98%	Reduced
1910	Cheviot Value Management Beverly Hills, California	$11.5M	-$668K	2	6.68%	Reduced
1911	HIM Hutchens Investment Management Concord, New Hampshire	$11.5M	-$451K	5	9.91%	Reduced
1912	Hills Bank & Trust North Liberty, Iowa	$11.4M	+$513K	4	3.7%	Increased
1913	Sandhill Capital Partners Buffalo, New York	$11.4M	-$27K	2	2.42%	Reduced
1914	RG Rikoon Group Santa Fe, New Mexico	$11.4M	-$9.6K	6	5.04%	Reduced
1915	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$11.4M	-$4.66M	3	2.86%	Reduced
1916	GPCM Granite Point Capital Management Boston, Massachusetts	$11.3M	+$4.18M	3	2.8%	Increased
1917	WAS Winch Advisory Services Appleton, Wisconsin	$11.3M	+$1.37M	6	7.13%	Increased
1918	Leuthold Group Minneapolis, Minnesota	$11.3M	+$1.14M	5	1.21%	Increased
1919	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$11.3M	-$248K	6	5.35%	Reduced
1920	Rehmann Capital Advisory Group Lansing, Michigan	$11.3M	-$1.13M	9	2.15%	Reduced
1921	WBG Wharton Business Group Malvern, Pennsylvania	$11.2M	-$164K	5	1.2%	Reduced
1922	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$11.2M	-$576K	5	9.73%	Reduced
1923	Paulson & Co New York	$11.2M	-$4.4M	2	0.15%	Reduced
1924	LMR Partners London, United Kingdom	$11.2M	-$3.94M	5	0.7%	Reduced
1925	AIA Allegis Investment Advisors Idaho Falls, Idaho	$11.2M	+$1.09M	5	2.84%	Increased