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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
1276	Greenwood Capital Associates Greenwood, South Carolina	$16.4M	-$18.4K	3	4.75%	Reduced
1277	Ensemble Capital Management San Francisco, California	$16.4M	+$52.6K	2	5.53%	Increased
1278	Baring Asset Management London, United Kingdom	$16.4M	-$15M	3	1.04%	Reduced
1279	Greenwood Gearhart Fayetteville, Arkansas	$16.4M	+$445K	3	7.31%	Increased
1280	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$16.4M	+$188K	3	3.73%	Increased
1281	AAM Augustine Asset Management Jacksonville, Florida	$16.4M	-$1.05M	2	10.57%	Reduced
1282	Sand Hill Global Advisors Palo Alto, California	$16.3M	-$3.33M	5	2.8%	Reduced
1283	SHA Smith Hayes Advisers Lincoln, Nebraska	$16.3M	+$1.09M	6	3.39%	Increased
1284	Carson Wealth (CWM LLC) Omaha, Nebraska	$16.2M	+$6.02M	3	1.97%	Increased
1285	MIC MU Investments Company Tokyo, Japan	$16.2M	-$360K	5	7.03%	Reduced
1286	Veritas Investment Management London, United Kingdom	$16.2M	-$82.2M	3	29.04%	Reduced
1287	SFG Sather Financial Group Victoria, Texas	$16.2M	-$3.84M	3	7.3%	Reduced
1288	BAM Burnham Asset Management New York	$16.1M	-$1.08M	5	3.66%	Reduced
1289	HCM Harvey Capital Management Palm Beach, Florida	$16.1M	+$7.03M	3	6.18%	Increased
1290	MC Muhlenkamp & Co Wexford, Pennsylvania	$16.1M	-$16.8M	3	3.23%	Reduced
1291	Parkwood LLC Cleveland, Ohio	$16.1M	+$2.3M	3	2.19%	Increased
1292	Advisors Capital Management Ridgewood, New Jersey	$16.1M	-$824K	4	1.96%	Reduced
1293	John G. Ullman & Associates Corning, New York	$16.1M	-$651K	3	3.02%	Reduced
1294	Capital Investment Advisors Atlanta, Georgia	$16M	+$243K	5	1.77%	Increased
1295	Diversified Trust Memphis, Tennessee	$16M	+$15.8M	5	1.45%	New
1296	Berkshire Asset Management Wilkes Barre, Pennsylvania	$16M	-$97.6K	5	2.75%	Reduced
1297	Hendershot Investments Centreville, Virginia	$16M	+$470K	4	8.37%	Increased
1298	DCC Dow Chemical Company Midland, Michigan	$16M	-$968K	5	1.43%	Reduced
1299	CAM Columbia Asset Management Ann Arbor, Michigan	$15.9M	+$968K	5	6.13%	Increased
1300	BCM Beddow Capital Management Jackson, Wyoming	$15.9M	+$657K	1	5.01%	Increased