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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
3326	Oak Asset Management Westlake Village, California	$14.4M	-$301K	7	5.73%	Reduced
3327	United Community Bank Greenville, South Carolina	$14.4M	+$1.92M	7	6.09%	Increased
3328	Highview Capital Management Buffalo Grove, Illinois	$14.4M	+$457K	4	7.65%	Increased
3329	Mirova Paris, France	$14.4M	-$84.1K	3	2.94%	Reduced
3330	Private Capital Management (Florida) Naples, Florida	$14.4M	+$328K	5	1.6%	Increased
3331	Private Ocean San Rafael, California	$14.3M	+$408K	10	1.42%	Increased
3332	Alan B. Lancz & Associates Toledo, Ohio	$14.3M	-$120K	5	15.03%	Reduced
3333	Lipe & Dalton Syracuse, New York	$14.3M	-$87K	5	7.76%	Reduced
3334	Secure Asset Management Troy, Michigan	$14.3M	+$185K	5	3.84%	Increased
3335	Boltwood Capital Management Walnut Creek, California	$14.3M	+$42.3K	6	4.72%	Increased
3336	Elgethun Capital Management Sioux Falls, South Dakota	$14.3M	-$110K	6	4.04%	Reduced
3337	Centric Wealth Management Chicago, Illinois	$14.2M	-$2.2M	6	4.69%	Reduced
3338	JSF Financial Los Angeles, California	$14.2M	-$594K	6	4.94%	Reduced
3339	Senvest Management New York	$14.2M	+$12.1M	1	0.55%	New
3340	Builder Investment Group Atlanta, Georgia	$14.2M	+$216K	5	5.1%	Increased
3341	PPP Private Portfolio Partners Paramus, New Jersey	$14.2M	+$183K	7	3.26%	Increased
3342	Catalyst Capital Advisors Huntington, New York	$14.2M	-$842K	6	0.38%	Reduced
3343	Lindenwold Advisors Reading, Pennsylvania	$14.2M	-$1.14M	3	8.06%	Reduced
3344	Miller Investment Management West Conshohocken, Pennsylvania	$14.2M	-$2.96K	4	2.02%	Reduced
3345	FNWM Financial Network Wealth Management Draper, Utah	$14.2M	-$982K	4	6.14%	Reduced
3346	BV Boxwood Ventures Chicago, Illinois	$14.2M	$0	3	27.13%	Maintained
3347	Oak Harvest Investment Services Houston, Texas	$14.1M	-$3.12M	6	2.82%	Reduced
3348	FA Financial Advisors Andover, Massachusetts	$14.1M	-$372K	5	3.17%	Reduced
3349	WMA Wealth Management Associates Cherry Hill, New Jersey	$14.1M	+$271K	5	7.46%	Increased
3350	Delphi Financial Group Wilmington, Delaware	$14.1M	+$2.82M	3	8.27%	Increased