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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	BLB&B Advisors Montgomeryville, Pennsylvania	$23.7M	-$131K	3	5.13%	Reduced
1102	WCP Welch Capital Partners Harrison, New York	$23.7M	+$7.03M	2	7.79%	Increased
1103	GHA Garcia Hamilton & Associates Houston, Texas	$23.6M	-$8.39M	4	6.85%	Reduced
1104	MB Financial Bank - Trust Department Rosemont, Illinois	$23.5M	-$141K	7	2.88%	Reduced
1105	Zuckerman Investment Group Chicago, Illinois	$23.5M	+$44.5K	2	4.89%	Increased
1106	RI Redwood Investments Boston, Massachusetts	$23.4M	-$944K	1	3.12%	Reduced
1107	FineMark National Bank & Trust Fort Myers, Florida	$23.3M	+$1.74M	8	3.73%	Increased
1108	Ionic Capital Management New York	$23.3M	+$155K	3	0.73%	Increased
1109	Private Management Group Irvine, California	$22.8M	-$2.76M	1	1.46%	Reduced
1110	Strategy Asset Managers Pasadena, California	$22.7M	-$245K	3	4.97%	Reduced
1111	MRCM M&R Capital Management Summit, New Jersey	$22.7M	-$471K	4	5.38%	Reduced
1112	SCM Stonebridge Capital Management Los Angeles, California	$22.7M	-$553K	5	8.73%	Reduced
1113	Nichols & Pratt Advisers Boston, Massachusetts	$22.7M	+$1.69M	4	2.02%	Increased
1114	Duff & Phelps Investment Management Chicago, Illinois	$22.7M	-$435K	5	0.32%	Reduced
1115	EULAV Asset Management Sarasota, Florida	$22.5M	-$4.95M	5	1.22%	Reduced
1116	AFAM Capital Austin, Texas	$22.5M	-$272K	3	2.85%	Reduced
1117	AL Airain Ltd St. Peter Port, Guernsey	$22.4M	-$14.1M	2	1.52%	Reduced
1118	HMI Capital Management San Francisco, California	$22.4M	+$4.25M	1	10.45%	Increased
1119	Donaldson Capital Management Evansville, Indiana	$22.4M	+$2.67M	3	3.54%	Increased
1120	Petrus Trust Company Dallas, Texas	$22.3M	-$709K	2	5.51%	Reduced
1121	QI Qualcomm Inc San Diego, California	$22.3M	-$2.84M	4	1.56%	Reduced
1122	AL Agran Libbie Santa Monica, California	$22.3M	+$62.4K	6	5.44%	Increased
1123	First Midwest Bank Trust Division Joliet, Illinois	$22.2M	-$1.44M	5	3.59%	Reduced
1124	BC Bruce & Co Chicago, Illinois	$22.2M	$0	1	6.18%	Maintained
1125	PWM Patriot Wealth Management Houston, Texas	$22.2M	+$865K	5	5.48%	Increased