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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
1301	SIC Schwartz Investment Counsel Plymouth, Michigan	$15.7M	-$3.1M	2	1.04%	Reduced
1302	Bank of the West Monterey Park, California	$15.6M	+$379K	5	2.2%	Increased
1303	RGI River Global Investors London, United Kingdom	$15.6M	-$10.5M	3	5.91%	Reduced
1304	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$15.6M	+$3.72M	4	4.54%	Increased
1305	PSCM Prince Street Capital Management New York	$15.6M	+$16.9M	1	15.12%	New
1306	Salient Capital Advisors Houston, Texas	$15.6M	+$2.36M	5	0.29%	Increased
1307	First Interstate Bank Billings, Montana	$15.6M	-$419K	5	2.41%	Reduced
1308	Old Mutual Customised Solutions Pinelands, South Africa	$15.5M	+$6.87M	6	3.76%	Increased
1309	MTIP Magee Thomson Investment Partners San Diego, California	$15.5M	-$15.9M	1	3.75%	Reduced
1310	Greenwood Gearhart Fayetteville, Arkansas	$15.4M	-$25.5K	3	6.71%	Reduced
1311	GW&K Investment Management Boston, Massachusetts	$15.4M	-$3.43M	3	0.35%	Reduced
1312	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$15.4M	+$1.85M	3	3.22%	Increased
1313	Berkshire Asset Management Wilkes Barre, Pennsylvania	$15.3M	+$946K	5	2.57%	Increased
1314	ATC Argent Trust Company Ruston, Louisiana	$15.3M	+$25.8K	4	6.23%	Increased
1315	AAC Asset Advisors Corp Augusta, Georgia	$15.3M	-$360K	5	3.43%	Reduced
1316	AW ACG Wealth Atlanta, Georgia	$15.3M	+$538K	5	4.04%	Increased
1317	BCM Beddow Capital Management Jackson, Wyoming	$15.3M	-$637K	1	5.34%	Reduced
1318	BPM Bronson Point Management Fairfield, Connecticut	$15.2M	+$3.25M	1	1.54%	Increased
1319	FWCM First Western Capital Management Los Angeles, California	$15.2M	-$1.64M	5	4.57%	Reduced
1320	Sylebra Capital (HK) Hong Kong	$15.2M	-$6.79M	1	3.31%	Reduced
1321	VFS VSR Financial Services Overland Park, Kansas	$15.2M	+$3.15M	5	1.63%	Increased
1322	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$15.1M	-$180K	2	4.56%	Reduced
1323	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$15.1M	-$1.07M	9	3.24%	Reduced
1324	AWCI Alpine Woods Capital Investors Purchase, New York	$15.1M	-$12.9M	2	0.77%	Reduced
1325	Appleton Partners Boston, Massachusetts	$15.1M	-$474K	6	3.4%	Reduced