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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	Capital Advisors Inc Tulsa, Oklahoma	$35M	+$986K	6	6.14%	Increased
1027	SAM Symphony Asset Management San Francisco, California	$34.9M	+$14.8M	5	3.83%	Increased
1028	MC MIG Capital Newport Beach, California	$34.9M	+$926K	2	8.42%	Increased
1029	Atwood & Palmer Kansas City, Missouri	$34.9M	+$1.53M	6	6.63%	Increased
1030	BCM Bluefin Capital Management New York	$34.8M	-$30.8M	5	2.79%	Reduced
1031	Night Owl Capital Management Greenwich, Connecticut	$34.7M	+$5.57M	3	22.03%	Increased
1032	Lowe Brockenbrough & Co Richmond, Virginia	$34.4M	-$240K	5	5.87%	Reduced
1033	Curian Capital Denver, Colorado	$34.3M	-$57.6M	9	2.54%	Reduced
1034	Sheaff Brock Investment Advisors Indianapolis, Indiana	$34.2M	+$33.2M	9	3.88%	New
1035	Trust Company of Vermont Brattleboro, Vermont	$34.2M	+$950K	10	4.9%	Increased
1036	OC Oakmont Corp Los Angeles, California	$34.1M	+$31.8M	1	4.47%	New
1037	Grandfield & Dodd New York	$34.1M	+$157K	7	5.18%	Increased
1038	MCM Mazama Capital Management Portland, Oregon	$34M	-$2.65M	5	6.26%	Reduced
1039	Carnegie Investment Counsel Pepper Pike, Ohio	$34M	+$3.55M	6	5.9%	Increased
1040	Apex Capital Management Dayton, Ohio	$34M	+$11.8M	6	0.76%	Increased
1041	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$34M	-$3.75M	5	5.18%	Reduced
1042	PIA Pleiad Investment Advisors Hong Kong	$34M	+$32.8M	1	73.07%	New
1043	Rothschild Investment LLC Chicago, Illinois	$34M	+$622K	7	4.33%	Increased
1044	Greystone Managed Investments Regina, Saskatchewan, Canada	$33.9M	+$202K	3	1.29%	Increased
1045	Godsey & Gibb Inc Richmond, Virginia	$33.9M	+$1.02M	4	6.67%	Increased
1046	Visium Asset Management New York	$33.9M	-$19.2M	6	0.51%	Reduced
1047	BCM Brown Capital Management Baltimore, Maryland	$33.8M	+$3.37M	5	0.53%	Increased
1048	FA FDx Advisors Chicago, Illinois	$33.7M	+$3.47M	9	1.53%	Increased
1049	Sabal Trust St. Petersburg, Florida	$33.6M	-$1.67M	2	4.38%	Reduced
1050	LMR Partners London, United Kingdom	$33.5M	+$3.83M	4	10.91%	Increased