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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	Valley Wealth Managers Paramus, New Jersey	$29.3M	-$4.66M	3	4.94%	Reduced
1127	Capital Investment Advisors Atlanta, Georgia	$29.2M	+$5.29M	5	2.88%	Increased
1128	Diversified Trust Memphis, Tennessee	$29.1M	+$717K	7	3.2%	Increased
1129	FPCM Financial Partners Capital Management New York	$29.1M	-$604K	5	7.2%	Reduced
1130	KFS Kurt F. Somerville	$29M	+$239K	5	6.62%	Increased
1131	TM Tiger Management New York	$28.9M	-$23.3M	2	7.26%	Reduced
1132	LIM Lagoda Investment Management New York	$28.9M	-$1.92M	2	9.46%	Reduced
1133	Greenleaf Trust Kalamazoo, Michigan	$28.8M	+$9.8M	6	0.78%	Increased
1134	MAM Mastrapasqua Asset Management Nashville, Tennessee	$28.7M	-$14.6K	5	6.71%	Reduced
1135	Bragg Financial Advisors Charlotte, North Carolina	$28.7M	+$1.17M	6	5.52%	Increased
1136	Chas P. Smith & Associates (CPS) Lakeland, Florida	$28.6M	-$1.42M	5	4.89%	Reduced
1137	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$28.6M	-$467K	3	4.74%	Reduced
1138	Nichols & Pratt Advisers Boston, Massachusetts	$28.4M	+$1.19M	5	2.63%	Increased
1139	Donaldson Capital Management Evansville, Indiana	$28.4M	-$3.72M	3	4.09%	Reduced
1140	HCM Harvey Capital Management Palm Beach, Florida	$28.4M	-$1.21M	6	13.76%	Reduced
1141	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$28.1M	-$3.97M	5	6.2%	Reduced
1142	Mariner Overland Park, Kansas	$28.1M	+$5.82M	7	1.67%	Increased
1143	Catalyst Capital Advisors Huntington, New York	$28M	-$949K	8	4.72%	Reduced
1144	FAB First American Bank Dundee, Illinois	$28M	-$1.16M	4	2.78%	Reduced
1145	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$28M	+$10.8M	4	0.34%	Increased
1146	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$27.8M	-$1.03M	2	10.02%	Reduced
1147	CCM Century Capital Management Boston, Massachusetts	$27.8M	-$5.43M	4	3.05%	Reduced
1148	Peconic Partners New York	$27.8M	+$26.8M	1	6.03%	New
1149	ASA Armstrong Shaw Associates New Canaan, Connecticut	$27.8M	+$5.55M	2	7.18%	Increased
1150	GIM Greylin Investment Management Orange, Virginia	$27.7M	+$106K	1	7.21%	Increased