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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
1251	Pitcairn Conshohocken, Pennsylvania	$28.7M	-$857K	9	3.48%	Reduced
1252	Highland Private Wealth Management Bellevue, Washington	$28.7M	-$10.2M	6	14.78%	Reduced
1253	Lebenthal Asset Management New York	$28.7M	-$841K	7	3.56%	Reduced
1254	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$28.7M	+$260K	4	8.59%	Increased
1255	Portolan Capital Management Boston, Massachusetts	$28.7M	-$2.74M	3	3.72%	Reduced
1256	Check Capital Management Costa Mesa, California	$28.6M	-$29.5M	2	1.96%	Reduced
1257	Cadinha & Co Honolulu, Hawaii	$28.5M	+$5M	5	5.64%	Increased
1258	TCM Tradewinds Capital Management Bellingham, Washington	$28.5M	-$52.5K	11	17.95%	Reduced
1259	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$28.5M	-$5.18M	7	3.84%	Reduced
1260	Strategy Asset Managers Pasadena, California	$28.2M	-$1M	4	6.13%	Reduced
1261	Goelzer Investment Management Carmel, Indiana	$28.2M	-$1.65M	6	3.51%	Reduced
1262	CAIMH Central Asset Investments & Management Holdings Hong Kong	$28.2M	+$1.81M	3	14.85%	Increased
1263	Wasatch Advisors Salt Lake City, Utah	$28.1M	-$5.04M	7	0.41%	Reduced
1264	Capstone Investment Advisors New York	$28M	-$110M	5	0.7%	Reduced
1265	NPC National Planning Corporation El Segundo, California	$28M	+$876K	9	2.11%	Increased
1266	Atria Investments Charlotte, North Carolina	$27.9M	+$3.23M	9	1.82%	Increased
1267	MTC McDaniel Terry & Co Austin, Texas	$27.9M	-$35.4K	4	5.47%	Reduced
1268	AAC Asset Advisors Corp Augusta, Georgia	$27.9M	+$2.67M	5	5.08%	Increased
1269	CCM Catawba Capital Management Roanoke, Virginia	$27.9M	+$5.69M	5	6.08%	Increased
1270	Crosslink Capital Menlo Park, California	$27.9M	-$208K	1	4.46%	Reduced
1271	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$27.8M	-$272K	2	8.72%	Reduced
1272	BBI Baxter Bros Inc Riverside, Connecticut	$27.8M	+$332K	5	8.7%	Increased
1273	State of Alaska Department of Revenue Juneau, Alaska	$27.8M	+$1.19M	6	2.03%	Increased
1274	DSI Daiwa SB Investments Tokyo, Japan	$27.8M	-$383K	7	7.45%	Reduced
1275	RAA RWC Asset Advisors Miami, Florida	$27.7M	-$4.57M	1	18.32%	Reduced