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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	Edge Wealth Management New York	$28.3M	-$765K	10	12.05%	Reduced
1177	BPM Bowling Portfolio Management Cincinnati, Ohio	$28.2M	-$1.78M	7	3.93%	Reduced
1178	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$28.1M	-$709K	2	9.79%	Reduced
1179	Ensemble Capital Management San Francisco, California	$28M	-$1.13M	2	7.34%	Reduced
1180	Eagle Global Advisors Houston, Texas	$27.9M	-$390K	6	0.79%	Reduced
1181	FI FCM Investments Dallas, Texas	$27.8M	+$364K	7	15.6%	Increased
1182	Smith Salley Wealth Management Greensboro, North Carolina	$27.8M	+$375K	4	6.17%	Increased
1183	First National Trust Hermitage, Pennsylvania	$27.8M	-$176K	6	4.19%	Reduced
1184	Albion Financial Group Salt Lake City, Utah	$27.8M	+$13.4M	5	4.75%	Increased
1185	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$27.6M	$0	7	5.72%	Maintained
1186	Wellington Shields Capital Management New York	$27.5M	+$1.64M	6	4.79%	Increased
1187	Alerus Financial Grand Forks, North Dakota	$27.5M	-$416K	4	4.45%	Reduced
1188	Van Cleef Asset Management Beachwood, Ohio	$27.5M	+$242K	5	9.13%	Increased
1189	Murphy Capital Management Bedminster, New Jersey	$27.5M	-$147K	6	4.25%	Reduced
1190	Fiduciary Group Savannah, Georgia	$27.4M	-$38.6K	6	7.42%	Reduced
1191	Polaris Capital Management Boston, Massachusetts	$27.4M	-$925K	2	2.13%	Reduced
1192	Chartwell Investment Partners Berywn, Pennsylvania	$27.2M	-$961K	3	0.49%	Reduced
1193	Guardian Capital (Canada) Toronto, Ontario, Canada	$27.2M	+$1.29M	5	0.43%	Increased
1194	Edgar Lomax Company Kingstowne, Virginia	$27M	-$47.6K	1	1.67%	Reduced
1195	FBP Flippin Bruce & Porter Lynchburg, Virginia	$27M	+$1.71M	3	7.49%	Increased
1196	DBG De Burlo Group Boston, Massachusetts	$27M	+$4.66M	4	7.48%	Increased
1197	TWI Thomas White International Chicago, Illinois	$26.9M	-$293K	5	3.86%	Reduced
1198	Lebenthal Asset Management New York	$26.7M	-$3.78M	11	3.47%	Reduced
1199	Royce & Associates New York	$26.7M	+$666K	2	0.18%	Increased
1200	CC Cornerstone Capital Palo Alto, California	$26.6M	-$251K	3	5.74%	Reduced