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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
1126	Adell Harriman & Carpenter Houston, Texas	$21.2M	-$284K	6	5.59%	Reduced
1127	Lee, Danner & Bass Nashville, Tennessee	$21.2M	-$10K	5	2.5%	Reduced
1128	KAS Kemnay Advisory Services New York	$21.2M	-$17.6M	4	12.09%	Reduced
1129	Strategy Asset Managers Pasadena, California	$21.1M	-$826K	3	4.62%	Reduced
1130	Aureus Asset Management Boston, Massachusetts	$21.1M	+$418K	4	4.85%	Increased
1131	ACM Argentus Capital Management Dallas, Texas	$21.1M	+$2.37M	6	3.33%	Increased
1132	Parkwood LLC Cleveland, Ohio	$21.1M	+$5.8M	3	2.64%	Increased
1133	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$21.1M	-$207K	5	4.07%	Reduced
1134	Main Street Research Lakeville, Connecticut	$21M	+$522K	7	4.52%	Increased
1135	SFG Sather Financial Group Victoria, Texas	$21M	+$5.79M	3	9.13%	Increased
1136	Colony Group Boston, Massachusetts	$21M	+$8.28M	7	2.32%	Increased
1137	Everence Capital Management Goshen, Indiana	$20.9M	$0	7	7.01%	Maintained
1138	First American Trust Santa Ana, California	$20.9M	-$1.23M	4	7.44%	Reduced
1139	M MOTCO San Antonio, Texas	$20.9M	-$1.58M	6	2.34%	Reduced
1140	KCP KDI Capital Partners Raleigh, North Carolina	$20.8M	+$10.5M	2	5.17%	Increased
1141	FSC Fiduciary Services Corp Savannah, Georgia	$20.8M	+$877K	5	6.82%	Increased
1142	AFAM Capital Austin, Texas	$20.8M	+$127K	3	2.68%	Increased
1143	JAM JCIC Asset Management Toronto, Ontario, Canada	$20.8M	+$3.24M	1	3.76%	Increased
1144	BIC Bridges Investment Counsel Omaha, Nebraska	$20.7M	+$98.9K	5	4.74%	Increased
1145	HCM Harvey Capital Management Palm Beach, Florida	$20.7M	+$4.84M	4	7.61%	Increased
1146	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$20.7M	-$161K	2	3.61%	Reduced
1147	LAM Lapides Asset Management Greenwich, Connecticut	$20.7M	-$4.1M	1	3.43%	Reduced
1148	FI FCM Investments Dallas, Texas	$20.7M	-$150K	5	9.99%	Reduced
1149	FIM Frontier Investment Management Dallas, Texas	$20.6M	-$2.93M	3	2.9%	Reduced
1150	Beacon Trust Morristown, New Jersey	$20.5M	+$278K	5	3.12%	Increased