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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
3276	Redwood Investment Management Scottsdale, Arizona	$20.9M	-$2.45M	6	2.22%	Reduced
3277	Prudent Investors Network Lake Forest, California	$20.9M	-$264K	3	5.63%	Reduced
3278	Sage Rhino Capital Menlo Park, California	$20.9M	+$1.02M	7	4.41%	Increased
3279	Capital Advantage Walnut Creek, California	$20.8M	+$5.14M	8	3.3%	Increased
3280	VELA Investment Management New Albany, Ohio	$20.8M	+$858K	3	5.65%	Increased
3281	Richard P. Slaughter Associates Austin, Texas	$20.8M	+$2.37M	4	4.24%	Increased
3282	Summit Creek Advisors Minneapolis, Minnesota	$20.8M	-$576K	1	2.9%	Reduced
3283	KLCM Advisors Milwaukee, Wisconsin	$20.8M	-$645K	7	2.21%	Reduced
3284	EFM Eley Financial Management South Burlington, Vermont	$20.8M	-$85K	4	7.98%	Reduced
3285	BloombergSen Toronto, Ontario, Canada	$20.8M	-$251K	1	1.27%	Reduced
3286	MFC Mechanics Financial Corp Mansfield, Ohio	$20.8M	-$324K	9	8.83%	Reduced
3287	Peddock Capital Advisors Braintree, Massachusetts	$20.8M	+$125K	6	4.8%	Increased
3288	WEO William E. Oberndorf	$20.7M	-$127K	2	22.88%	Reduced
3289	Transamerica Financial Advisors St. Petersburg, Florida	$20.7M	-$333K	8	1.94%	Reduced
3290	Doliver Advisors Houston, Texas	$20.7M	-$431K	7	5.66%	Reduced
3291	CCP Cunning Capital Partners Morrisville, North Carolina	$20.6M	$0	5	10.76%	Maintained
3292	Insight Inv LLC El Segundo, California	$20.6M	-$24.9M	6	13.84%	Reduced
3293	First Business Financial Services Madison, Wisconsin	$20.6M	+$17.5K	6	1.86%	Increased
3294	TFB Advisors Overland Park, Kansas	$20.6M	-$175K	8	5.4%	Reduced
3295	Boltwood Capital Management Walnut Creek, California	$20.6M	+$746K	6	5.86%	Increased
3296	All Terrain Financial Advisors Coon Rapids, Minnesota	$20.6M	-$29.2K	5	5.91%	Reduced
3297	My Legacy Advisors Bend, Oregon	$20.6M	+$901K	5	7.33%	Increased
3298	Beaton Management Company Haverhill, Massachusetts	$20.6M	-$779K	6	10.05%	Reduced
3299	Millstone Evans Group Boulder, Colorado	$20.6M	-$1.98M	12	14.02%	Reduced
3300	KAM Kazazian Asset Management Fort Lauderdale, Florida	$20.5M	-$17M	9	28.26%	Reduced