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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	Lee, Danner & Bass Nashville, Tennessee	$48.2M	-$1.8M	8	5.31%	Reduced
1202	YCG LLC Austin, Texas	$48M	-$94.4K	2	8.33%	Reduced
1203	Osborne Partners Capital Management San Francisco, California	$48M	-$21.2M	7	9.38%	Reduced
1204	Campbell Newman Asset Management Milwaukee, Wisconsin	$47.9M	-$226K	5	7.4%	Reduced
1205	Dowling & Yahnke San Diego, California	$47.9M	-$2.46K	7	4.6%	Reduced
1206	Element Capital Management New York	$47.8M	-$31.3M	7	1.46%	Reduced
1207	Asset Advisors Investment Management Augusta, Georgia	$47.8M	+$186K	4	8.5%	Increased
1208	Pittenger & Anderson Inc Lincoin, Nebraska	$47.7M	+$249K	8	3.73%	Increased
1209	Ulysses Management New York	$47.7M	+$245K	2	4.3%	Increased
1210	SFG Sather Financial Group Victoria, Texas	$47.6M	-$888K	3	9.64%	Reduced
1211	Lido Advisors Los Angeles, California	$47.6M	+$11.1M	8	3.09%	Increased
1212	B. Riley Wealth Advisors Boca Raton, Florida	$47.6M	-$7.31M	11	5.94%	Reduced
1213	Majedie Asset Management London, United Kingdom	$47.4M	-$568K	3	3.34%	Reduced
1214	Giverny Capital Montreal, Quebec, Canada	$47.3M	+$542K	2	5.43%	Increased
1215	Scout Investments Kansas City, Missouri	$47.2M	-$117K	1	0.97%	Reduced
1216	Ashburton (Jersey) St Helier, Jersey	$47.1M	-$306K	5	23.95%	Reduced
1217	Arrow Financial Glens Falls, New York	$47.1M	-$22.4K	7	10.92%	Reduced
1218	Frontier Investment Management Dallas, Texas	$47M	-$709K	8	2.92%	Reduced
1219	Wellington Shields Capital Management New York	$47M	+$1.06M	7	7.99%	Increased
1220	McDaniel Terry & Co Austin, Texas	$46.9M	-$336K	4	8.03%	Reduced
1221	CNA Financial Chicago, Illinois	$46.9M	-$2.39M	5	9.94%	Reduced
1222	First Citizens Bank & Trust Raleigh, North Carolina	$46.9M	-$2.47M	7	5.22%	Reduced
1223	Patten & Patten Chattanooga, Tennessee	$46.7M	-$331K	7	5.12%	Reduced
1224	Hemenway Trust Hemenway Trust Salem, New Hampshire	$46.7M	+$6.09M	6	7.53%	Increased
1225	Tower Research Capital (TRC) New York	$46.5M	-$24.5M	24	2.82%	Reduced