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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
1201	Advisor Partners Walnut Creek, California	$34M	+$2.65M	9	7.97%	Increased
1202	Hodges Capital Management Dallas, Texas	$33.9M	+$6.99M	4	2.01%	Increased
1203	AssetMark Inc Concord, California	$33.9M	+$2.17M	14	0.43%	Increased
1204	Southeast Asset Advisors Thomasville, Georgia	$33.9M	+$12.9M	3	11%	Increased
1205	First National Trust Hermitage, Pennsylvania	$33.9M	+$1.43M	6	4.14%	Increased
1206	Fiduciary Group Savannah, Georgia	$33.8M	-$50.5K	6	7.81%	Reduced
1207	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$33.7M	-$5.45M	8	8.05%	Reduced
1208	Bridges Investment Management Omaha, Nebraska	$33.6M	+$729K	5	4.5%	Increased
1209	CC Cornerstone Capital Palo Alto, California	$33.5M	+$93.2K	4	6.38%	Increased
1210	Clark Capital Management Group Philadelphia, Pennsylvania	$33.5M	-$16.8M	4	1.3%	Reduced
1211	Governors Lane New York	$33.5M	+$33.5M	1	1.74%	New
1212	Edge Wealth Management New York	$33.3M	-$1.64M	10	10.5%	Reduced
1213	Altrinsic Global Advisors Stamford, Connecticut	$33.3M	-$7.64M	3	1.2%	Reduced
1214	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$33.3M	+$217K	2	10.15%	Increased
1215	FPFS First Personal Financial Services Charlotte, North Carolina	$33.2M	+$1.15M	11	7.29%	Increased
1216	NPC National Planning Corporation El Segundo, California	$33.2M	+$4.63M	8	2.52%	Increased
1217	Callahan Advisors Houston, Texas	$33.2M	+$734K	5	7.22%	Increased
1218	Calamos Wealth Management Naperville, Illinois	$33M	-$1.22M	5	4.67%	Reduced
1219	Reilly Financial Advisors La Mesa, California	$33M	-$2.14M	13	5.06%	Reduced
1220	JCM JD Capital Management Darien, Connecticut	$33M	+$15M	3	7.98%	Increased
1221	Ancora Advisors Cleveland, Ohio	$32.9M	+$137K	7	2.13%	Increased
1222	Cryder Capital Partners London, United Kingdom	$32.8M	$0	2	12.03%	Maintained
1223	Chartwell Investment Partners Berywn, Pennsylvania	$32.8M	-$931K	3	1.23%	Reduced
1224	Van Cleef Asset Management Beachwood, Ohio	$32.7M	-$126K	5	9.54%	Reduced
1225	TWI Thomas White International Chicago, Illinois	$32.7M	-$6.3M	5	5.63%	Reduced