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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	KAS Kemnay Advisory Services New York	$15.7M	-$6.77M	4	11.73%	Reduced
1302	Evergreen Capital Management Bellevue, Washington	$15.7M	-$893K	3	3.85%	Reduced
1303	IIM Ipswich Investment Management Beverly, Massachusetts	$15.7M	-$567K	6	7.06%	Reduced
1304	PGIM Pacific Global Investment Management Glendale, California	$15.7M	+$479K	4	2.95%	Increased
1305	NC NBW Capital Boston, Massachusetts	$15.6M	-$610K	2	3.61%	Reduced
1306	Brinker Capital Berwyn, Pennsylvania	$15.6M	+$12.9M	2	1.31%	Increased
1307	Greenwood Gearhart Fayetteville, Arkansas	$15.6M	-$32.1K	3	6.95%	Reduced
1308	SVA Wealth Management Madison, Wisconsin	$15.6M	+$796K	4	2.86%	Increased
1309	BTNA Bremer Trust National Association St. Cloud, Minnesota	$15.5M	+$581K	8	4.65%	Increased
1310	BCM Beddow Capital Management Jackson, Wyoming	$15.5M	-$23.5K	1	5.41%	Reduced
1311	Wolverine Asset Management Chicago, Illinois	$15.3M	-$21.8M	5	0.35%	Reduced
1312	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$15.3M	+$558K	4	6.67%	Increased
1313	SCA Strategic Capital Alternatives Gig Harbor, United States	$15.3M	-$554K	6	3.67%	Reduced
1314	ATC Argent Trust Company Ruston, Louisiana	$15.2M	-$276K	4	6.08%	Reduced
1315	SIG Schooner Investment Group Wayne, Pennsylvania	$15.1M	-$3.95M	6	7.11%	Reduced
1316	ASA Armstrong Shaw Associates New Canaan, Connecticut	$15.1M	+$119K	1	3.27%	Increased
1317	Cetera Advisors Denver, Colorado	$15.1M	+$2.51M	6	1.29%	Increased
1318	AIC Argus Investors Counsel New York	$15.1M	-$101K	3	6.2%	Reduced
1319	Washington Trust Bank Spokane, Washington	$15M	+$358K	8	3.67%	Increased
1320	MAM Mizuho Asset Management Tokyo, Japan	$15M	+$1.54M	10	3.51%	Increased
1321	Motley Fool Asset Management Alexandria, Virginia	$15M	-$3.34M	2	2.66%	Reduced
1322	DP DSAM Partners London, United Kingdom	$15M	+$11.7M	1	2.71%	Increased
1323	Essex Financial Services Essex, Connecticut	$15M	+$328K	6	3.85%	Increased
1324	BRA Bender Robert & Associates Pasadena, California	$14.9M	-$705K	3	8.87%	Reduced
1325	CapWealth Advisors Franklin, Tennessee	$14.9M	-$6.59M	7	3.52%	Reduced