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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
1026	Foster & Motley Cincinnati, Ohio	$21.1M	+$21.8M	3	5.86%	New
1027	Wolverine Asset Management Chicago, Illinois	$21M	+$20.4M	6	0.54%	New
1028	J.V. Bruni & Co Colorado Springs, Colorado	$21M	+$22.3M	1	4.56%	New
1029	Reilly Financial Advisors La Mesa, California	$20.9M	+$21.6M	8	6.2%	New
1030	SCM Stonerise Capital Management San Francisco, California	$20.8M	+$20.5M	1	9.87%	New
1031	RNC Capital Management Los Angeles, California	$20.8M	+$20.9M	5	2.2%	New
1032	Cortland Associates St Louis, Missouri	$20.8M	+$20.1M	3	4.71%	New
1033	Delta Asset Management Memphis, Tennessee	$20.7M	+$19.9M	6	5.19%	New
1034	IA Icon Advisers Greenwood Village, Colorado	$20.7M	+$21.4M	4	1.59%	New
1035	RCIM Russell Clark Investment Management London, United Kingdom	$20.6M	+$19.9M	1	8.74%	New
1036	First American Trust Santa Ana, California	$20.6M	+$20.2M	6	7.73%	New
1037	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$20.5M	+$19.8M	2	2.1%	New
1038	Trust Company of Vermont Brattleboro, Vermont	$20.5M	+$21M	7	4.01%	New
1039	KCM Investment Advisors Greenbrae, California	$20.5M	+$20.9M	4	2.48%	New
1040	Bragg Financial Advisors Charlotte, North Carolina	$20.5M	+$20.9M	6	5.62%	New
1041	Scout Investments Kansas City, Missouri	$20.5M	+$21.9M	2	0.24%	New
1042	Carnegie Investment Counsel Pepper Pike, Ohio	$20.4M	+$20.7M	5	6.71%	New
1043	CC ClearArc Capital Cincinnati, Ohio	$20.4M	+$20.3M	7	5.46%	New
1044	FI FCM Investments Dallas, Texas	$20.3M	+$19.7M	4	9.06%	New
1045	CIC Chase Investment Counsel Charlottesville, Virginia	$20.2M	+$20.3M	3	5.38%	New
1046	OFI Advisors Philadelphia, Pennsylvania	$20.2M	+$20.2M	9	2.09%	New
1047	EULAV Asset Management Sarasota, Florida	$20.1M	+$20.5M	5	1.23%	New
1048	Thompson Investment Management Madison, Wisconsin	$20M	+$19.5M	3	4.63%	New
1049	Bank of the West Monterey Park, California	$20M	+$20M	6	3.76%	New
1050	Nelson Capital Management Menlo Park, California	$20M	+$20.2M	7	10.25%	New