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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	MainStreet Investment Advisors Chicago, Illinois	$38.8M	+$1.33M	6	5.62%	Increased
1302	Edge Advisors Atlanta, Georgia	$38.7M	+$1.14M	12	3.46%	Increased
1303	GAM GVO Asset Management Zug, Switzerland	$38.6M	+$4.65M	2	12.61%	Increased
1304	Cowen Inc New York	$38.6M	+$11.8M	12	1.64%	Increased
1305	Parallel Advisors San Francisco, California	$38.6M	+$2.13M	18	5.51%	Increased
1306	TCM Tradewinds Capital Management Bellingham, Washington	$38.6M	-$507K	11	16.16%	Reduced
1307	Maple Capital Management Montpelier, Vermont	$38.6M	+$531K	5	9.52%	Increased
1308	Bank Pictet & Cie (Asia) Singapore	$38.5M	-$10.4M	5	17.66%	Reduced
1309	Fulton Bank Lancaster, Pennsylvania	$38.4M	-$446K	9	2.66%	Reduced
1310	Hodges Capital Management Dallas, Texas	$38.4M	-$16.1M	5	2.83%	Reduced
1311	AL Arnhold LLC New York	$38.4M	+$390K	5	6.75%	Increased
1312	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$38.4M	+$199K	2	12.3%	Increased
1313	Level Four Advisory Services Dallas, Texas	$38.3M	+$2.7M	9	2.79%	Increased
1314	Dubuque Bank & Trust Dubuque, Iowa	$38.3M	-$3.12M	9	6.27%	Reduced
1315	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$38.3M	-$1.22M	10	3.07%	Reduced
1316	AGF Investments LLC Toronto, Ontario, Canada	$38.2M	+$18.5M	10	4.38%	Increased
1317	SAM Symphony Asset Management San Francisco, California	$38.1M	-$11.5M	6	7.62%	Reduced
1318	Pembroke Management Montreal, Quebec, Canada	$38.1M	+$13.6M	2	3.9%	Increased
1319	Transform Wealth Greenwood Village, Colorado	$38.1M	+$252K	7	6.89%	Increased
1320	TCM Tekne Capital Management New York	$38.1M	-$23.3M	1	9.99%	Reduced
1321	First American Trust Santa Ana, California	$38M	+$1.62M	6	8.94%	Increased
1322	Jacobs & Co San Francisco, California	$37.8M	-$1.52M	6	6.85%	Reduced
1323	Fiduciary Group Savannah, Georgia	$37.6M	-$1.65M	6	7.95%	Reduced
1324	EWM Elite Wealth Management Kirkland, Washington	$37.6M	+$313K	6	13.38%	Increased
1325	Appleton Partners Boston, Massachusetts	$37.4M	+$2.36M	8	5.36%	Increased