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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
1226	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$18.4M	+$2.47M	8	4.79%	Increased
1227	Professional Advisory Services Vero Beach, Florida	$18.3M	-$277K	4	4.43%	Reduced
1228	Canandaigua National Bank & Trust Canandaigua, New York	$18.3M	-$390K	4	6.06%	Reduced
1229	WAS Winch Advisory Services Appleton, Wisconsin	$18.2M	+$7.53M	5	11.69%	Increased
1230	MC Mathes Company New York	$18.2M	-$1.83M	6	9.14%	Reduced
1231	GW&K Investment Management Boston, Massachusetts	$18.1M	+$48.4K	3	0.48%	Increased
1232	Main Street Research Lakeville, Connecticut	$18.1M	+$7.62M	5	4.03%	Increased
1233	Callahan Advisors Houston, Texas	$18.1M	-$680K	4	5.6%	Reduced
1234	BCM Beddow Capital Management Jackson, Wyoming	$18.1M	+$109K	1	5.32%	Increased
1235	CCM Catawba Capital Management Roanoke, Virginia	$18M	-$76.7K	3	4.2%	Reduced
1236	UM Ulysses Management New York	$18M	-$8.57M	1	2.31%	Reduced
1237	AAC Asset Advisors Corp Augusta, Georgia	$18M	-$344K	3	4.13%	Reduced
1238	Willis Investment Counsel Gainesville, Georgia	$18M	-$9.24M	1	1.89%	Reduced
1239	Hollencrest Capital Management Newport Beach, California	$18M	+$330K	6	2.46%	Increased
1240	Ensemble Capital Management San Francisco, California	$18M	+$134K	2	6.21%	Increased
1241	Destination Wealth Management Walnut Creek, California	$17.9M	-$519K	4	1.87%	Reduced
1242	MCI McDonald Capital Investors Orinda, California	$17.9M	-$12.1M	1	2.14%	Reduced
1243	MTC McDaniel Terry & Co Austin, Texas	$17.9M	-$173K	2	4.28%	Reduced
1244	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$17.9M	+$34K	2	5.34%	Increased
1245	Motley Fool Asset Management Alexandria, Virginia	$17.9M	+$2M	2	3.7%	Increased
1246	AA Antipodean Advisors New York	$17.9M	+$18.1M	1	1.74%	New
1247	ARS Investment Partners New York	$17.8M	+$2.35M	3	2.72%	Increased
1248	RCP Rothschild Capital Partners New York	$17.8M	-$3.23M	2	8.21%	Reduced
1249	IA Icon Advisers Greenwood Village, Colorado	$17.8M	+$4.6M	3	1.03%	Increased
1250	Calamos Wealth Management Naperville, Illinois	$17.8M	-$786K	5	5.14%	Reduced