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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
1076	DBG De Burlo Group Boston, Massachusetts	$22.3M	+$2.12M	4	5.37%	Increased
1077	Adell Harriman & Carpenter Houston, Texas	$22.3M	-$1.99M	5	6.57%	Reduced
1078	TCM TriOaks Capital Management New York	$22.3M	+$3.44M	2	2.11%	Increased
1079	Duff & Phelps Investment Management Chicago, Illinois	$22.2M	-$253K	5	0.37%	Reduced
1080	ICP IBIS Capital Partners London, United Kingdom	$22.2M	+$3.22M	1	15.72%	Increased
1081	Goelzer Investment Management Carmel, Indiana	$22.1M	-$1.06M	5	3.95%	Reduced
1082	MB Financial Bank - Trust Department Rosemont, Illinois	$22.1M	+$2.37M	6	3.05%	Increased
1083	AEGON Asset Management (UK) Edinburgh, United Kingdom	$22.1M	-$1.64M	2	2.54%	Reduced
1084	IA Icon Advisers Greenwood Village, Colorado	$22.1M	-$2.54M	4	1.58%	Reduced
1085	Moore Capital Management New York	$22M	+$13.6M	6	0.45%	Increased
1086	HCMT Highland Capital Management (Texas) Dallas, Texas	$22M	+$5.46M	3	0.88%	Increased
1087	FI FCM Investments Dallas, Texas	$21.9M	-$1.17M	3	9.11%	Reduced
1088	AFAM Capital Austin, Texas	$21.8M	+$136K	3	2.93%	Increased
1089	Lee, Danner & Bass Nashville, Tennessee	$21.8M	+$3.07M	5	2.83%	Increased
1090	FIM Frontier Investment Management Dallas, Texas	$21.7M	+$1.57M	4	3.82%	Increased
1091	Pitcairn Conshohocken, Pennsylvania	$21.6M	-$3.66M	6	2.42%	Reduced
1092	CCT Chemung Canal Trust Elmira, New York	$21.6M	-$998K	3	4.44%	Reduced
1093	Kimelman & Baird New York	$21.5M	+$309K	4	4.01%	Increased
1094	UPA Union Point Advisors San Mateo, California	$21.4M	+$15.4M	2	9.82%	Increased
1095	FCM Firsthand Capital Management San Jose, California	$21.3M	-$216K	5	9.88%	Reduced
1096	Raymond James Financial Services Advisors St. Petersburg, Florida	$21.2M	+$2.15M	3	1.25%	Increased
1097	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$21.2M	-$290K	5	4.36%	Reduced
1098	J.V. Bruni & Co Colorado Springs, Colorado	$21.1M	+$36.4K	1	3.97%	Increased
1099	SouthState Corp Winter Haven, Florida	$21M	+$207K	4	3.39%	Increased
1100	Zevin Asset Management Boston, Massachusetts	$21M	+$366K	4	6.63%	Increased