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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
1926	KA Kerrisdale Advisers Miami, Florida	$3.23M	+$3.38M	1	1.49%	New
1927	WCA Woodbine Capital Advisors New York	$3.21M	+$3.08M	1	8.63%	New
1928	MMCM Marque Millennium Capital Management New York	$3.2M	+$3.23M	2	1.69%	New
1929	PAIM Punch & Associates Investment Management Edina, Minnesota	$3.18M	+$3.02M	1	0.56%	New
1930	Accredited Investors Edina, Minnesota	$3.18M	+$3.27M	4	1.26%	New
1931	Quantbot Technologies New York	$3.17M	+$3.15M	7	1.66%	New
1932	AIM Acuity Investment Management Toronto, Ontario, Canada	$3.17M	+$3.34M	4	0.41%	New
1933	GMA Goldstein Munger & Associates San Ramon, California	$3.16M	+$3.05M	1	1.18%	New
1934	Brinker Capital Berwyn, Pennsylvania	$3.15M	+$3.25M	4	0.34%	New
1935	FAAM First Allied Asset Management San Diego, California	$3.14M	+$3.12M	5	0.45%	New
1936	F Filament Seattle, Washington	$3.14M	+$3M	2	1.74%	New
1937	NES New England Securities New York	$3.13M	+$3.06M	9	2.09%	New
1938	NCA NCM Capital Advisers Durham, North Carolina	$3.13M	+$3.18M	2	2.95%	New
1939	WCA Westover Capital Advisors Wilmington, Delaware	$3.13M	+$3.32M	3	3.07%	New
1940	PCP Perimeter Capital Partners Atlanta, Georgia	$3.12M	+$2.87M	1	0.6%	New
1941	BMM Buffington Mohr McNeal Boise, Idaho	$3.1M	+$2.97M	2	2.06%	New
1942	Altimeter Capital Management Boston, Massachusetts	$3.09M	+$2.91M	3	0.55%	New
1943	IH IFC Holdings Tampa, Florida	$3.08M	+$3.09M	4	0.74%	New
1944	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$3.08M	+$3.05M	3	0.92%	New
1945	MS Marshall & Sullivan Seattle, Washington	$3.07M	+$2.99M	3	6.23%	New
1946	CS Central Securities New York	$3.07M	+$3.32M	1	0.8%	New
1947	Chilton Investment Company Stamford, Connecticut	$3.07M	+$3.27M	1	0.08%	New
1948	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$3.06M	+$3.09M	7	0.85%	New
1949	TF Trutina Financial Bellevue, Washington	$3.04M	+$2.89M	1	2.46%	New
1950	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$3M	+$3.02M	2	2.13%	New