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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
1001	ArrowMark Colorado Holdings Denver, Colorado	$27.8M	+$7.25M	6	0.68%	Increased
1002	GIM Greystone Investment Management Cincinnati, Ohio	$27.7M	-$1.13M	3	10.47%	Reduced
1003	SAMNY Samsung Asset Management (New York) New York	$27.7M	+$1.35M	5	9.33%	Increased
1004	Baker Avenue Asset Management San Francisco, California	$27.7M	-$1.7M	8	3.68%	Reduced
1005	Sabal Trust St. Petersburg, Florida	$27.6M	+$899K	2	3.59%	Increased
1006	EP Wealth Advisors Torrance, California	$27.6M	+$449K	5	5.17%	Increased
1007	Middleton & Co Boston, Massachusetts	$27.5M	+$1.23M	5	5.97%	Increased
1008	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$27.5M	+$11.9M	4	2.93%	Increased
1009	SIG Schaller Investment Group Winston Salem, North Carolina	$27.5M	-$34.8K	3	16.83%	Reduced
1010	GPCM Greenbrier Partners Capital Management Dallas, Texas	$27.4M	-$38.5K	1	6.77%	Reduced
1011	MCM Mazama Capital Management Portland, Oregon	$27.3M	-$4.84M	6	5.49%	Reduced
1012	Atwood & Palmer Kansas City, Missouri	$27.3M	+$295K	5	4.91%	Increased
1013	MIM Marco Investment Management Atlanta, Georgia	$27.3M	-$633K	8	4.56%	Reduced
1014	RegentAtlantic Capital Morristown, New Jersey	$27.2M	+$1.42M	5	2.43%	Increased
1015	WI WBI Investments Red Bank, New Jersey	$27.2M	-$18.4M	3	0.69%	Reduced
1016	BCM Brown Capital Management Baltimore, Maryland	$27.2M	-$9.8M	5	0.45%	Reduced
1017	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$27.2M	-$175K	5	6.08%	Reduced
1018	Taurus Asset Management New York	$27.1M	-$338K	4	4.94%	Reduced
1019	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$27.1M	-$1.69M	2	5.87%	Reduced
1020	Rothschild Investment LLC Chicago, Illinois	$27.1M	-$422K	7	3.14%	Reduced
1021	Capital Advisors Inc Tulsa, Oklahoma	$27.1M	-$10.5M	5	4.64%	Reduced
1022	1ST Source Bank South Bend, Indiana	$27M	-$1.06M	4	2.93%	Reduced
1023	Thompson Investment Management Madison, Wisconsin	$27M	+$14.8K	3	5.18%	Increased
1024	MFWM Motley Fool Wealth Management Alexandria, Virginia	$27M	+$6.6M	3	4.32%	Increased
1025	Grandfield & Dodd New York	$26.9M	+$67.3K	4	4.12%	Increased