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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	Vantage Investment Partners Kansas City, Missouri	$56.3M	-$761K	3	5.85%	Reduced
1127	JC JBF Capital Aspen, Colorado	$56.1M	-$556K	3	10.01%	Reduced
1128	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$56.1M	-$4.3M	6	6.45%	Reduced
1129	B. Riley Wealth Advisors Boca Raton, Florida	$56M	+$2.3M	11	5.51%	Increased
1130	McDaniel Terry & Co Austin, Texas	$55.9M	+$626K	4	8.99%	Increased
1131	Kimelman & Baird New York	$55.9M	-$1.4M	6	7.76%	Reduced
1132	Signature Estate & Investment Advisors Los Angeles, California	$55.9M	+$26.1M	5	3.71%	Increased
1133	Dock Street Asset Management Palm Beach, Florida	$55.9M	+$6.4M	3	18.96%	Increased
1134	RWWM Inc Rocklin, California	$55.9M	-$18.6M	2	16.32%	Reduced
1135	Firsthand Capital Management San Jose, California	$55.8M	-$1.1M	7	22.56%	Reduced
1136	Bank of Hawaii Honolulu, Hawaii	$55.8M	+$826K	6	4.13%	Increased
1137	Traynor Capital Management Malvern, Pennsylvania	$55.8M	+$4.8M	7	17.47%	Increased
1138	Kings Point Capital Management Great Neck, New York	$55.7M	+$5.06M	10	9.43%	Increased
1139	IMC Chicago Chicago, Illinois	$55.5M	-$36.5M	2	0.17%	Reduced
1140	ARK Investment Management St. Petersburg, Florida	$55.4M	-$33.7M	7	1.21%	Reduced
1141	SFG Sather Financial Group Victoria, Texas	$55.3M	+$586K	4	10.04%	Increased
1142	Manitou Investment Management Toronto, Ontario, Canada	$55.2M	-$1.16M	3	13.34%	Reduced
1143	Redwood Investments Boston, Massachusetts	$55.2M	-$3.72M	4	4.25%	Reduced
1144	SCM Somerset Capital Management London, United Kingdom	$55M	-$39.5M	1	12.71%	Reduced
1145	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$55M	$0	10	10.06%	Maintained
1146	CC Cornerstone Capital Palo Alto, California	$54.9M	-$1.66M	3	8.55%	Reduced
1147	ARS Investment Partners New York	$54.8M	-$864K	5	9.84%	Reduced
1148	Tiger Pacific Capital New York	$54.7M	$0	1	17.36%	Maintained
1149	Asset Advisors Investment Management Augusta, Georgia	$54.7M	+$988K	3	8.75%	Increased
1150	Cambiar Investors Denver, Colorado	$54.7M	-$2.22M	1	1.75%	Reduced