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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	Penn Davis McFarland Dallas, Texas	$59.1M	-$151K	4	16.04%	Reduced
1277	Parkwood LLC Cleveland, Ohio	$59M	-$1.36M	7	10.59%	Reduced
1278	B. Riley Wealth Management Memphis, Tennessee	$58.9M	-$26.3M	11	6.46%	Reduced
1279	Fuller & Thaler Asset Management San Mateo, California	$58.9M	+$16.5M	7	0.77%	Increased
1280	Scout Investments Kansas City, Missouri	$58.9M	+$3.47M	2	1.41%	Increased
1281	BC Burleson & Co Petaluma, California	$58.8M	+$4.21M	6	12.84%	Increased
1282	Caldwell Trust Venice, Florida	$58.8M	-$391K	12	9.85%	Reduced
1283	Gradient Investments Arden Hills, Minnesota	$58.8M	+$2.06M	15	2.68%	Increased
1284	Wesleyan Assurance Society Birmingham, United Kingdom	$58.6M	-$5.86M	2	10.29%	Reduced
1285	Hartline Investment Corp Winnetka, Illinois	$58.5M	+$771K	7	12.26%	Increased
1286	Thompson Siegel & Walmsley Richmond, Virginia	$58.5M	-$9.13M	12	1.18%	Reduced
1287	NG NatWest Group Edinburgh, Scotland, United Kingdom	$58.5M	-$1.04M	4	15.8%	Reduced
1288	Callahan Advisors Houston, Texas	$58.4M	+$1.44M	4	10.35%	Increased
1289	MAM Morse Asset Management Darien, Connecticut	$58.4M	+$560K	6	20.8%	Increased
1290	Qtron Investments Boston, Massachusetts	$58.3M	+$18.5M	8	23.31%	Increased
1291	Abner Herrman & Brock Jersey City, New Jersey	$58.2M	-$618K	6	10.46%	Reduced
1292	PAM Pinpoint Asset Management Hong Kong	$58.1M	-$18M	4	16.8%	Reduced
1293	TEC Tiger Eye Capital Nashville, Tennessee	$58M	-$1.23M	3	13.76%	Reduced
1294	Polaris Capital Management Boston, Massachusetts	$58M	-$4.7M	2	2.87%	Reduced
1295	Focus Financial Network Minneapolis, Minnesota	$58M	+$515K	10	6.44%	Increased
1296	Check Capital Management Costa Mesa, California	$57.9M	-$2.75M	3	4%	Reduced
1297	Murphy Capital Management Bedminster, New Jersey	$57.8M	+$489K	6	9.14%	Increased
1298	Webster Bank Waterbury, Connecticut	$57.8M	-$294K	11	8.2%	Reduced
1299	WM WS Management Jacksonville, Florida	$57.6M	-$26M	2	7.07%	Reduced
1300	Winton Group London, United Kingdom	$57.6M	+$11.3M	13	1.49%	Increased