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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
1151	LC Lunia Capital Dallas, Texas	$47.3M	+$19.1M	2	9.13%	Increased
1152	BTR Capital Management Oakland, California	$47.2M	-$1.26M	5	9.45%	Reduced
1153	CCM Investment Advisers Columbia, South Carolina	$47M	-$1.91M	5	9.16%	Reduced
1154	Godsey & Gibb Inc Richmond, Virginia	$46.8M	+$682K	6	8.26%	Increased
1155	MAM Morse Asset Management Darien, Connecticut	$46.7M	-$1.05M	4	12.94%	Reduced
1156	Centiva Capital New York	$46.7M	+$1.53M	2	11.15%	Increased
1157	Ancora Advisors Cleveland, Ohio	$46.7M	+$6.15M	6	2.1%	Increased
1158	MAM Mastrapasqua Asset Management Nashville, Tennessee	$46.7M	-$279K	6	9.53%	Reduced
1159	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$46.6M	-$3.03M	5	7.71%	Reduced
1160	HCMT Highland Capital Management (Texas) Dallas, Texas	$46.6M	-$11.3M	7	2.4%	Reduced
1161	TM Thiel Macro Los Angeles, California	$46.6M	+$47.8M	1	6.22%	New
1162	PHAM Portland Hill Asset Management London, United Kingdom	$46.3M	+$75.5K	4	20.28%	Increased
1163	Stillwater Capital Advisors Devon, Pennsylvania	$46.2M	-$524K	4	11.11%	Reduced
1164	Matrix Asset Advisors White Plains, New York	$46.2M	-$2.73M	3	7.62%	Reduced
1165	GW Henssler & Associates Kennesaw, Georgia	$46.1M	-$3.13M	7	4.63%	Reduced
1166	CapWealth Advisors Franklin, Tennessee	$46M	-$9.37M	6	8.9%	Reduced
1167	Cumberland Partners Toronto, Ontario, Canada	$46M	+$537K	2	6.49%	Increased
1168	CC Cornerstone Capital Palo Alto, California	$45.7M	+$63.9K	4	7.52%	Increased
1169	Granite Investment Advisors Concord, New Hampshire	$45.7M	-$1.95M	7	8.38%	Reduced
1170	Chartwell Investment Partners Berywn, Pennsylvania	$45.6M	+$490K	3	1.56%	Increased
1171	Lee, Danner & Bass Nashville, Tennessee	$45.6M	-$759K	8	4.75%	Reduced
1172	Cetera Advisors Denver, Colorado	$45.5M	+$4.29M	11	2.74%	Increased
1173	HighTower Trust Houston, Texas	$45.5M	-$1.95M	3	5.6%	Reduced
1174	Alpha Wave Global New York	$45.2M	-$17M	2	8.27%	Reduced
1175	Albion Financial Group Salt Lake City, Utah	$45.1M	+$6.05M	7	6.94%	Increased