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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
1101	Freestone Capital Holdings Seattle, Washington	$18M	+$2.78M	5	3.21%	Increased
1102	Strategy Asset Managers Pasadena, California	$18M	+$79.7K	3	4.25%	Increased
1103	RSS Rosenblum Silverman Sutton San Francisco, California	$18M	+$17.5M	5	9.64%	New
1104	DSI Daiwa SB Investments Tokyo, Japan	$17.9M	-$8.72M	4	2.05%	Reduced
1105	SKBA Capital Management San Francisco, California	$17.9M	-$1.14M	1	2.17%	Reduced
1106	IT Investors Trust Dallas, Texas	$17.9M	+$114K	3	3.11%	Increased
1107	FPCM Financial Partners Capital Management New York	$17.9M	-$245K	2	7.13%	Reduced
1108	EC Everest Capital Miami, Florida	$17.9M	-$12.5M	1	3.11%	Reduced
1109	Rand Wealth Baltimore, Maryland	$17.8M	+$931K	4	3.53%	Increased
1110	FCM Firsthand Capital Management San Jose, California	$17.8M	-$1.89M	5	14.56%	Reduced
1111	Montag & Associates Atlanta, Georgia	$17.8M	+$2.08M	3	3.31%	Increased
1112	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$17.7M	+$607K	7	3.71%	Increased
1113	First Midwest Bank Trust Division Joliet, Illinois	$17.7M	-$3.99M	5	3.51%	Reduced
1114	Hudson Bay Capital Management Stamford, Connecticut	$17.5M	-$3.33M	1	0.65%	Reduced
1115	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$17.5M	+$485K	5	8.72%	Increased
1116	Next Century Growth Investors Plymouth, Minnesota	$17.5M	+$2.26M	3	0.5%	Increased
1117	Barton Investment Management West Conshohocken, Pennsylvania	$17.4M	-$8.72K	5	7.89%	Reduced
1118	SouthState Corp Winter Haven, Florida	$17.4M	+$1.62M	4	3.24%	Increased
1119	Apex Capital Orinda, California	$17.4M	+$528K	1	1.25%	Increased
1120	RCM Ratan Capital Management Miami Beach, Florida	$17.4M	+$17.2M	1	5.16%	New
1121	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$17.3M	+$1.17M	2	5.53%	Increased
1122	Martin & Co Knoxville, Tennessee	$17.3M	+$78.9K	4	6.2%	Increased
1123	CFM Country Fund Management Bloomington, Illinois	$17.1M	-$1.46M	4	6.66%	Reduced
1124	Kimelman & Baird New York	$17.1M	+$28.9K	3	3.42%	Increased
1125	Lee, Danner & Bass Nashville, Tennessee	$17.1M	-$1.25M	4	2.37%	Reduced