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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
1176	CCA Covey Capital Advisors Atlanta, Georgia	$17.9M	+$16.2M	1	10.18%	New
1177	Torray Investment Partners Bethesda, Maryland	$17.9M	+$3.06M	3	3.71%	Increased
1178	NM Nokota Management New York	$17.9M	-$11.2M	1	0.69%	Reduced
1179	LIC Lodestar Investment Counsel Chicago, Illinois	$17.9M	+$191K	3	5.8%	Increased
1180	CCM Century Capital Management Boston, Massachusetts	$17.8M	$0	2	0.71%	Maintained
1181	Avalon Global Asset Management San Francisco, California	$17.8M	+$16.2M	3	16.82%	New
1182	RCA Rex Capital Advisors Providence, Rhode Island	$17.8M	-$4.06M	3	19.59%	Reduced
1183	Raymond James Financial Services Advisors St. Petersburg, Florida	$17.7M	+$1.34M	3	1.09%	Increased
1184	New England Asset Management Farmington, Connecticut	$17.7M	-$339K	2	0.46%	Reduced
1185	Argent Trust Company Ruston, Louisiana	$17.7M	-$1.07M	4	6.72%	Reduced
1186	Hays Advisory Franklin, Tennessee	$17.7M	-$258K	1	2.15%	Reduced
1187	CCM Cohen Capital Management Corte Madera, California	$17.7M	+$461K	3	4.98%	Increased
1188	Morningstar Investment Services Chicago, Illinois	$17.6M	+$4.22M	4	1.33%	Increased
1189	KCA KR Capital Advisors New York	$17.6M	+$6.37M	2	2.75%	Increased
1190	Colony Group Boston, Massachusetts	$17.6M	+$1.13M	9	2.45%	Increased
1191	Asset Advisors Corp Augusta, Georgia	$17.5M	-$83.5K	3	4.19%	Reduced
1192	CA Cullinan Associates Louisville, Kentucky	$17.5M	-$752K	2	2.03%	Reduced
1193	LT LJ Trust Reno, Nevada	$17.4M	+$16.9M	1	3.49%	New
1194	Boys Arnold & Co Asheville, North Carolina	$17.3M	-$79.5K	4	3.29%	Reduced
1195	PWM Patriot Wealth Management Houston, Texas	$17.2M	-$92.4K	5	4.74%	Reduced
1196	Chas P. Smith & Associates (CPS) Lakeland, Florida	$17.1M	+$10.2M	2	1.32%	Increased
1197	Fairfield, Bush & Co Darien, Connecticut	$17.1M	-$9.25M	4	7.64%	Reduced
1198	Olstein Capital Management Purchase, New York	$17.1M	+$5.8M	3	2.45%	Increased
1199	FAM Fortaleza Asset Management Chicago, Illinois	$17M	+$1.11M	5	8.68%	Increased
1200	Professional Advisory Services Vero Beach, Florida	$16.9M	-$2.31M	3	4.4%	Reduced