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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	Foster & Motley Cincinnati, Ohio	$24.7M	-$1.06M	3	5.74%	Reduced
1077	J.M. Forbes & Co Boston, Massachusetts	$24.7M	-$327K	3	6.24%	Reduced
1078	Carnegie Investment Counsel Pepper Pike, Ohio	$24.7M	-$3.03M	5	4.91%	Reduced
1079	BTR Capital Management Oakland, California	$24.7M	-$877K	3	6.81%	Reduced
1080	SMI Shelter Mutual Insurance Columbia, Missouri	$24.6M	$0	2	6.78%	Maintained
1081	Endurance Wealth Management Providence, Rhode Island	$24.6M	-$5M	6	4.6%	Reduced
1082	FA FDx Advisors Chicago, Illinois	$24.4M	+$1.98M	8	1.58%	Increased
1083	SIG Schooner Investment Group Wayne, Pennsylvania	$24.3M	-$5.82M	5	5.7%	Reduced
1084	First American Trust Santa Ana, California	$24.3M	-$225K	5	9.01%	Reduced
1085	ASA Armstrong Shaw Associates New Canaan, Connecticut	$24.2M	-$3.37M	2	4.41%	Reduced
1086	Montag & Associates Atlanta, Georgia	$24.2M	+$1.43M	4	3.99%	Increased
1087	Arden Trust Wilmington, Delaware	$24.2M	-$1.08M	6	3.33%	Reduced
1088	AIA Affinity Investment Advisors Newport Beach, California	$24.2M	+$3.23M	3	2.45%	Increased
1089	Evergreen Capital Management Bellevue, Washington	$24.2M	-$3.91M	4	4.7%	Reduced
1090	M MOTCO San Antonio, Texas	$24.1M	+$889K	6	2.54%	Increased
1091	TimesSquare Capital Management New York	$24M	+$8.94M	2	0.14%	Increased
1092	AIM Allen Investment Management New York	$24M	+$9.8M	4	1.99%	Increased
1093	Jacobs & Co San Francisco, California	$24M	+$360K	4	6.78%	Increased
1094	CHA Cedar Hill Associates Chicago, Illinois	$24M	+$9.8M	3	3.88%	Increased
1095	GJCM Grand Jean Capital Management San Francisco, California	$23.9M	-$1.51M	4	9.52%	Reduced
1096	LBG Lloyds Banking Group London, United Kingdom	$23.9M	+$5.67M	8	6.52%	Increased
1097	Bragg Financial Advisors Charlotte, North Carolina	$23.9M	-$530K	6	6.04%	Reduced
1098	Freestone Capital Holdings Seattle, Washington	$23.9M	-$963K	4	4.13%	Reduced
1099	TIAAOA Teachers Insurance & Annuity Association of America New York	$23.9M	$0	1	0.93%	Maintained
1100	BIC Bridges Investment Counsel Omaha, Nebraska	$23.8M	+$35.8K	5	5.48%	Increased