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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	Twin Capital Management Mcmurray, Pennsylvania	$133M	+$1.1M	9	12.22%	Increased
1027	EGVF ESA Global Value Fund Grand Cayman, Cayman Islands	$132M	$0	3	89.3%	Maintained
1028	HighPoint Advisor Group Downers Grove, Illinois	$132M	+$13.5M	13	13.29%	Increased
1029	Allstate Corporation Northbrook, Illinois	$132M	-$9M	11	4.42%	Reduced
1030	Amica Mutual Insurance Providence, Rhode Island	$132M	-$4.87M	3	13.9%	Reduced
1031	Jackson Wealth Management Lake Mary, Florida	$132M	+$35M	6	16.65%	Increased
1032	BloombergSen Toronto, Ontario, Canada	$131M	$0	2	6.9%	Maintained
1033	Kings Point Capital Management Great Neck, New York	$131M	+$587K	11	11.89%	Increased
1034	Moors & Cabot Boston, Massachusetts	$130M	+$2.07M	13	9.15%	Increased
1035	Night Owl Capital Management Greenwich, Connecticut	$130M	+$847K	4	25.7%	Increased
1036	Cadian Capital Management New York	$130M	-$69M	2	5.76%	Reduced
1037	Bank of the West Monterey Park, California	$130M	-$203K	8	13.22%	Reduced
1038	Alta Park Capital San Francisco, California	$129M	-$1.67M	3	10.39%	Reduced
1039	Siemens Fonds Invest Munich, Germany	$129M	-$40.9M	5	15.27%	Reduced
1040	Parker Investment Management Menlo Park, California	$128M	+$9.25M	6	17.03%	Increased
1041	Guinness Asset Management London, United Kingdom	$128M	+$1.21M	4	7.05%	Increased
1042	D.J. St. Germain Springfield, Massachusetts	$128M	-$1.76M	6	8.01%	Reduced
1043	Petrus Trust Company Dallas, Texas	$128M	+$98.4K	3	13.47%	Increased
1044	Thomasville National Bank Thomasville, Georgia	$127M	+$278K	6	13.5%	Increased
1045	Cumberland Partners Toronto, Ontario, Canada	$127M	-$3.04M	5	9.97%	Reduced
1046	APA American Portfolios Advisors Holbrook, New York	$127M	+$1.45M	29	4.91%	Increased
1047	Seizert Capital Partners Birmingham, Michigan	$126M	-$1.54M	4	6.02%	Reduced
1048	AP Archon Partners Princeton Junction, New Jersey	$126M	-$1.93M	4	15.77%	Reduced
1049	CWA Asset Management Group Naples, Florida	$126M	+$202K	6	10.22%	Increased
1050	Andra AP-fonden Goteborg, Sweden	$126M	+$7.13M	14	2.57%	Increased