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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	Martin & Co Knoxville, Tennessee	$22M	-$391K	5	7%	Reduced
1277	JWBC J.W. Burns & Co Dewitt, New York	$21.9M	+$546K	6	6.96%	Increased
1278	GW&K Investment Management Boston, Massachusetts	$21.9M	+$3.97M	3	0.48%	Increased
1279	Gladstone Capital Management London, United Kingdom	$21.9M	-$3.79M	1	16.86%	Reduced
1280	SHA Smith Hayes Advisers Lincoln, Nebraska	$21.8M	+$443K	6	4.44%	Increased
1281	DSI Daiwa SB Investments Tokyo, Japan	$21.8M	+$2.12M	7	5.54%	Increased
1282	JAM JCIC Asset Management Toronto, Ontario, Canada	$21.8M	-$110K	2	6.05%	Reduced
1283	Stillwater Capital Advisors Devon, Pennsylvania	$21.8M	+$499K	4	6.43%	Increased
1284	Waratah Capital Advisors Toronto, Ontario, Canada	$21.7M	+$10.1M	4	4.4%	Increased
1285	NPC National Planning Corporation El Segundo, California	$21.7M	-$5.94M	8	1.89%	Reduced
1286	Advisor Partners Walnut Creek, California	$21.6M	-$2.86M	7	8.04%	Reduced
1287	Snow Capital Management Sewickley, Pennsylvania	$21.5M	-$9.7M	2	0.95%	Reduced
1288	CCM Concourse Capital Management Atlanta, Georgia	$21.5M	+$10.7M	3	12.92%	Increased
1289	CapWealth Advisors Franklin, Tennessee	$21.5M	-$470K	10	5.46%	Reduced
1290	IAM Impala Asset Management Palm Beach, Florida	$21.4M	-$17.9M	2	1.39%	Reduced
1291	Loews Corp New York	$21.3M	-$6.72M	3	0.18%	Reduced
1292	CAM Columbia Asset Management Ann Arbor, Michigan	$21.3M	+$751K	5	7.84%	Increased
1293	PGIM Pacific Global Investment Management Glendale, California	$21.3M	+$546K	6	4.77%	Increased
1294	CCC Chelsea Counsel Company Los Angeles, California	$21.2M	-$2.97M	6	6.83%	Reduced
1295	Guardian Capital (Canada) Toronto, Ontario, Canada	$21.2M	+$4.3M	4	0.36%	Increased
1296	SD Sumway Development Shanghai, China	$21.2M	+$20.2M	1	10.81%	New
1297	SCI SkyBridge Capital II New York	$21.1M	+$4.56M	2	7.32%	Increased
1298	Narwhal Capital Management Marietta, Georgia	$21.1M	+$454K	5	6.89%	Increased
1299	AWCI Alpine Woods Capital Investors Purchase, New York	$21.1M	+$352K	4	1.22%	Increased
1300	Pictet North America Advisors Geneva 73, Switzerland	$21.1M	+$1.04M	5	4.41%	Increased