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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	Deltec Asset Management New York	$18M	+$10.1M	3	3.96%	Increased
1227	Calamos Wealth Management Naperville, Illinois	$18M	+$878K	5	5.16%	Increased
1228	Auxier Asset Management Aurora, Oregon	$18M	+$200K	3	3.58%	Increased
1229	Osborn Williams & Donohoe Cincinnati, Ohio	$17.9M	+$301K	4	3.52%	Increased
1230	MTC McDaniel Terry & Co Austin, Texas	$17.9M	+$136K	2	4.24%	Increased
1231	CCM Cohen Capital Management Corte Madera, California	$17.8M	$0	3	4.62%	Maintained
1232	CCM Catawba Capital Management Roanoke, Virginia	$17.8M	+$12.5K	3	4.12%	Increased
1233	Laird Norton Wetherby Wealth Management San Francisco, California	$17.8M	-$62.4K	5	4.48%	Reduced
1234	FAM Foundation Asset Management White Plains, New York	$17.8M	-$811K	1	4.26%	Reduced
1235	Van Cleef Asset Management Beachwood, Ohio	$17.7M	+$2.3M	4	6.56%	Increased
1236	Ardsley Advisory Partners Stamford, Connecticut	$17.7M	+$20.5K	1	2.8%	Increased
1237	Suncoast Equity Management Tampa, Florida	$17.7M	+$6.66M	2	9.68%	Increased
1238	Wexford Capital West Palm Beach, Florida	$17.7M	+$15.8M	2	3.4%	Increased
1239	FWCM First Western Capital Management Los Angeles, California	$17.6M	-$873K	4	5.2%	Reduced
1240	James Investment Research Alpha, Ohio	$17.6M	+$1.49M	4	0.48%	Increased
1241	Goelzer Investment Management Carmel, Indiana	$17.6M	+$1.54M	4	2.65%	Increased
1242	FCM Firsthand Capital Management San Jose, California	$17.5M	$0	4	10.3%	Maintained
1243	GW&K Investment Management Boston, Massachusetts	$17.5M	-$202K	3	0.42%	Reduced
1244	MFS Monetta Financial Services Wheaton, Illinois	$17.5M	+$6.07M	4	9.05%	Increased
1245	Private Management Group Irvine, California	$17.4M	-$5.49M	1	1.09%	Reduced
1246	Canandaigua National Bank & Trust Canandaigua, New York	$17.4M	-$583K	4	5.54%	Reduced
1247	Hancock Whitney Gulfport, Mississippi	$17.4M	-$1.63M	4	0.66%	Reduced
1248	MC Mathes Company New York	$17.3M	-$231K	6	9.04%	Reduced
1249	CHA Cedar Hill Associates Chicago, Illinois	$17.3M	-$5.83M	2	2.73%	Reduced
1250	Wedbush Securities Los Angeles, California	$17.2M	+$1.21M	7	2.65%	Increased