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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
3026	Robertson Opportunity Capital Dallas, Texas	$11.8M	$0	1	5.01%	Maintained
3027	Centiva Capital New York	$11.8M	-$47.7M	11	0.45%	Reduced
3028	ER Enlightenment Research Miami, Florida	$11.8M	+$7.07M	8	14.1%	Increased
3029	AP Arlington Partners Birmingham, Alabama	$11.7M	+$882K	8	4.3%	Increased
3030	Bingham Osborn & Scarborough San Francisco, California	$11.7M	+$443K	7	0.89%	Increased
3031	CloudAlpha Capital Management Hong Kong	$11.7M	+$9.44M	1	0.3%	Increased
3032	Institutional & Family Asset Management Fort Collins, Colorado	$11.7M	+$752K	16	2.26%	Increased
3033	Angeles Investment Advisors Santa Monica, California	$11.7M	-$560K	4	0.91%	Reduced
3034	First Command Bank Fort Worth, Texas	$11.6M	+$1.29M	8	2.51%	Increased
3035	First Command Financial Services Fort Worth, Texas	$11.6M	+$1.29M	8	2.51%	Increased
3036	Resonant Capital Advisors Madison, Wisconsin	$11.6M	+$264K	5	2.39%	Increased
3037	Beaton Management Company Haverhill, Massachusetts	$11.6M	+$93.5K	6	8.04%	Increased
3038	Townsend Asset Management Raleigh, North Carolina	$11.6M	-$164K	6	7.2%	Reduced
3039	Security National Bank of So Dak Sioux City, Iowa	$11.6M	+$433K	6	9.68%	Increased
3040	Richard C. Young & Co Newport, Rhode Island	$11.6M	+$865K	1	1.54%	Increased
3041	Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$11.6M	-$1.1M	7	8.72%	Reduced
3042	MM Meridian Management Little Rock, Arkansas	$11.6M	-$4.13M	5	3.6%	Reduced
3043	AAM Ascension Asset Management New York	$11.6M	+$10.7M	3	8.09%	Increased
3044	Carlson Capital Management Northfield, Minnesota	$11.5M	+$527K	6	1.98%	Increased
3045	Crescent Grove Advisors Lake Forest, Illinois	$11.5M	+$1.07M	6	1.35%	Increased
3046	Nepsis Inc Minneapolis, Minnesota	$11.5M	-$4.52M	1	3.64%	Reduced
3047	Brooks Moore & Associates Chattanooga, Tennessee	$11.5M	+$402K	6	7.79%	Increased
3048	Fortis Capital Management Bellevue, Washington	$11.5M	+$3.91M	6	6.62%	Increased
3049	Allegiant Private Advisors Sarasota, Florida	$11.5M	+$1.02M	6	2.1%	Increased
3050	CC Claybrook Capital Wellesley, Massachusetts	$11.5M	-$628K	4	6.67%	Reduced