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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	Lockheed Martin Investment Management Bethesda, Maryland	$16.3M	-$534K	7	1.83%	Reduced
1302	SCA Strategic Capital Alternatives Gig Harbor, United States	$16.2M	-$897K	4	3.44%	Reduced
1303	AWCI Alpine Woods Capital Investors Purchase, New York	$16.2M	+$315K	3	0.88%	Increased
1304	QAM Quentec Asset Management New York	$16.2M	+$5.88M	2	2.78%	Increased
1305	Segantii Capital Management Hong Kong	$16.1M	+$18.2M	3	3.69%	New
1306	BIC Bridges Investment Counsel Omaha, Nebraska	$16M	-$3.82M	4	2.78%	Reduced
1307	Bridges Investment Management Omaha, Nebraska	$16M	$0	4	2.78%	Maintained
1308	Appleton Partners Boston, Massachusetts	$16M	+$1.46M	7	3.64%	Increased
1309	CC Cornerstone Capital Palo Alto, California	$16M	+$329K	2	3.99%	Increased
1310	Counsel Portfolio Services Mississauga, Ontario, Canada	$16M	+$11.6M	5	1.72%	Increased
1311	Essex Financial Services Essex, Connecticut	$16M	+$829K	6	4.14%	Increased
1312	BRA Bender Robert & Associates Pasadena, California	$15.9M	-$409K	3	10.77%	Reduced
1313	IPC Independent Portfolio Consultants Boca Raton, Florida	$15.9M	-$649K	9	3.45%	Reduced
1314	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$15.9M	-$695K	7	2.25%	Reduced
1315	BPM Bowling Portfolio Management Cincinnati, Ohio	$15.8M	+$2.38M	6	3.65%	Increased
1316	HA Hays Advisory Franklin, Tennessee	$15.8M	-$103K	2	2.39%	Reduced
1317	Osborn Williams & Donohoe Cincinnati, Ohio	$15.8M	-$25.2K	4	3.43%	Reduced
1318	Hollencrest Capital Management Newport Beach, California	$15.8M	-$1.93M	7	2.73%	Reduced
1319	SIRP Shelter Insurance Retirement Plan Columbia, Missouri	$15.7M	$0	2	7.78%	Maintained
1320	Chemical Bank Detroit, Michigan	$15.7M	-$89.3K	5	2.27%	Reduced
1321	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$15.7M	+$2.34M	4	2.21%	Increased
1322	BAC Boys Arnold & Co Asheville, North Carolina	$15.7M	-$776K	5	3.28%	Reduced
1323	FBP Flippin Bruce & Porter Lynchburg, Virginia	$15.7M	+$1.59M	2	5.57%	Increased
1324	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$15.7M	+$2.2M	6	3.21%	Increased
1325	First Midwest Bank Trust Division Joliet, Illinois	$15.7M	+$2.05M	7	2.73%	Increased