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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
1326	Hodges Capital Management Dallas, Texas	$25.8M	+$14.1M	4	1.29%	Increased
1327	Bank of the West Monterey Park, California	$25.7M	-$690K	7	3.24%	Reduced
1328	SII Investments Appleton, Wisconsin	$25.7M	+$633K	8	1.77%	Increased
1329	AQR Arbitrage Greenwich, Connecticut	$25.6M	-$3.41M	1	0.29%	Reduced
1330	Columbia Wanger Asset Management Chicago, Illinois	$25.5M	+$4.3M	1	0.36%	Increased
1331	Weatherly Asset Management Del Mar, California	$25.5M	+$834K	6	7.53%	Increased
1332	FPCM Financial Partners Capital Management New York	$25.5M	-$845K	5	5.59%	Reduced
1333	Allstate Corporation Northbrook, Illinois	$25.5M	-$28.9M	5	1.54%	Reduced
1334	Fulton Bank Lancaster, Pennsylvania	$25.4M	+$1.34M	7	2.09%	Increased
1335	Compass Capital Management Minneapolis, Minnesota	$25.4M	+$125K	1	4.37%	Increased
1336	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$25.4M	-$1.17M	2	2.63%	Reduced
1337	SMI Shelter Mutual Insurance Columbia, Missouri	$25.3M	$0	2	7.76%	Maintained
1338	GC Gruss & Co West Palm Beach, Florida	$25.3M	+$2.44M	5	25.53%	Increased
1339	CW Cobiz Wealth Denver, Colorado	$25.2M	+$114K	6	5.64%	Increased
1340	TCV Trust & Wealth Management Richmond, Virginia	$25.2M	-$7.08K	6	3.85%	Reduced
1341	SIG Schaller Investment Group Winston Salem, North Carolina	$25.2M	-$13M	4	13.43%	Reduced
1342	Maple Capital Management Montpelier, Vermont	$25.1M	+$1.78M	5	7.4%	Increased
1343	MCG Meru Capital Group New York	$25.1M	-$21.3M	3	7.94%	Reduced
1344	Fulton Breakefield Broenniman Bethesda, Maryland	$25.1M	+$582K	3	4.65%	Increased
1345	Howe & Rusling Rochester, New York	$25M	+$7.39M	10	5.01%	Increased
1346	First Horizon Advisors Memphis, Tennessee	$25M	+$2.11M	12	2.85%	Increased
1347	Bristlecone Advisors Bellevue, Washington	$25M	+$1.22M	5	8.73%	Increased
1348	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$25M	+$1.61M	6	2.83%	Increased
1349	Suncoast Equity Management Tampa, Florida	$24.8M	+$4.52M	3	8.02%	Increased
1350	Chemical Bank Detroit, Michigan	$24.8M	-$2.59K	7	2.76%	Reduced