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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
2726	Contravisory Investment Management Norwell, Massachusetts	$25.9M	+$598K	9	5.46%	Increased
2727	Ridgecrest Wealth Partners Mill Valley, California	$25.9M	+$61.3K	6	13.58%	Increased
2728	Rempart Asset Management Montreal, Canada	$25.9M	-$1.61M	1	5.35%	Reduced
2729	Sovereign Financial Group Stamford, Connecticut	$25.9M	+$356K	6	5.96%	Increased
2730	HBW Advisory Services Simi Valley, California	$25.9M	-$693K	6	3.68%	Reduced
2731	Eastover Investment Advisors Charlotte, North Carolina	$25.9M	-$509K	3	12.51%	Reduced
2732	Game Creek Capital Boston, Massachusetts	$25.9M	-$4.9M	6	12.93%	Reduced
2733	Daily Journal Corp Los Angeles, California	$25.8M	$0	1	11.95%	Maintained
2734	Buttonwood Financial Advisors Baltimore, Maryland	$25.8M	+$886K	5	11.32%	Increased
2735	Partners Value Investments Hamilton, Bermuda	$25.7M	$0	1	0.31%	Maintained
2736	DCM Dudley Capital Management Middleburg, Virginia	$25.7M	-$260K	6	13.46%	Reduced
2737	Leelyn Smith Geneva, Illinois	$25.7M	-$437K	5	4.56%	Reduced
2738	Blodgett Wealth Advisors Concord, California	$25.7M	+$2.07M	5	21.87%	Increased
2739	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$25.6M	+$98.7K	11	9.28%	Increased
2740	Mount Vernon Associates Baltimore, Maryland	$25.6M	+$14K	4	20.9%	Increased
2741	Oxford Financial Group Carmel, Indiana	$25.6M	-$1.97M	6	1.79%	Reduced
2742	Maytus Capital Management New York	$25.5M	-$36.9M	4	7.85%	Reduced
2743	Unison Asset Management North Miami Beach, Florida	$25.5M	-$2.12M	5	15.02%	Reduced
2744	Armis Advisers Atlanta, Georgia	$25.5M	+$12.8M	7	2.38%	Increased
2745	JAT Capital Management Greenwich, Connecticut	$25.5M	-$15.1M	2	9.07%	Reduced
2746	Chickasaw Capital Management Memphis, Tennessee	$25.5M	+$133K	6	0.98%	Increased
2747	Navellier & Associates Reno, Nevada	$25.5M	-$1.25M	8	3.52%	Reduced
2748	DA DCF Advisers Greenwich, Connecticut	$25.5M	+$5.13M	4	12.2%	Increased
2749	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$25.5M	-$15.1M	4	0.99%	Reduced
2750	Agate Pass Investment Management Bainbridge Island, Washington	$25.5M	+$2.98M	6	10.89%	Increased