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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	IGM Incline Global Management New York	$51.7M	-$5.54M	2	3.7%	Reduced
1177	WI WBI Investments Red Bank, New Jersey	$51.7M	+$38.9M	4	2.81%	Increased
1178	Broad Run Investment Management Arlington, Virginia	$51.7M	-$153M	2	1.92%	Reduced
1179	Asset Advisors Investment Management Augusta, Georgia	$51.5M	+$49.1M	7	8.5%	New
1180	L & S Advisors Los Angeles, California	$51.5M	+$12.5M	6	6.67%	Increased
1181	NC Nightview Capital Austin, Texas	$51.5M	+$38.3M	2	18.98%	Increased
1182	AW ACG Wealth Atlanta, Georgia	$51.4M	-$407K	7	6.81%	Reduced
1183	Grandfield & Dodd New York	$51.4M	-$1.13M	7	5.29%	Reduced
1184	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$51.3M	-$307K	3	5.45%	Reduced
1185	Campbell Newman Asset Management Milwaukee, Wisconsin	$51.2M	-$418K	5	7.41%	Reduced
1186	TEC Tiger Eye Capital Nashville, Tennessee	$51.2M	+$3.36M	3	9.32%	Increased
1187	Bristlecone Advisors Bellevue, Washington	$51.2M	+$8.3M	6	12.87%	Increased
1188	Bank of Hawaii Honolulu, Hawaii	$51M	+$4.37M	6	3.92%	Increased
1189	Arrow Financial Glens Falls, New York	$50.9M	-$825K	9	10.69%	Reduced
1190	AP Archon Partners Princeton Junction, New Jersey	$50.8M	-$8.12M	3	10.37%	Reduced
1191	MayTech Global Investments New York	$50.7M	+$3.08M	5	24.67%	Increased
1192	First Horizon Advisors Memphis, Tennessee	$50.7M	+$441K	15	3.95%	Increased
1193	CapWealth Advisors Franklin, Tennessee	$50.6M	+$1.91M	6	8.31%	Increased
1194	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$50.6M	+$48.5M	2	36.41%	Increased
1195	Kanawha Capital Management Richmond, Virginia	$50.6M	+$395K	6	7.05%	Increased
1196	TLCM Tiger Legatus Capital Management New York	$50.3M	-$11.8M	3	16.89%	Reduced
1197	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$50.3M	-$5.17M	2	8.59%	Reduced
1198	Bragg Financial Advisors Charlotte, North Carolina	$50.2M	+$339K	8	6.75%	Increased
1199	First Hawaiian Bank Honolulu, Hawaii	$50.2M	+$45.6M	15	2.62%	Increased
1200	TI TRG Investments Richmond, Virginia	$50M	-$306M	1	16.22%	Reduced