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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
1351	AAM AR Asset Management West Hollywood, California	$11.1M	$0	2	4.92%	Maintained
1352	WFI West Family Investments Carlsbad, California	$11M	$0	1	2.78%	Maintained
1353	KFS KMS Financial Services Seattle, Washington	$11M	+$1.54M	5	2.67%	Increased
1354	GW & Wade Wellesley, Massachusetts	$11M	+$15.7K	3	3.79%	Increased
1355	AIC Ambs Investment Counsel Grand Rapids, Michigan	$10.9M	-$3.17M	3	6.54%	Reduced
1356	WAM Winslow Asset Management Beachwood, Ohio	$10.9M	+$17.8K	2	2.08%	Increased
1357	Global X Management Company New York	$10.9M	+$7.33M	6	1.29%	Increased
1358	FCT Family Capital Trust Peabody, Massachusetts	$10.9M	-$92.2K	3	6.57%	Reduced
1359	Narwhal Capital Management Marietta, Georgia	$10.9M	+$309K	5	5.22%	Increased
1360	Marble Harbor Investment Counsel Boston, Massachusetts	$10.9M	+$95.6K	3	3.09%	Increased
1361	Jane Street New York	$10.9M	-$7.94M	8	0.13%	Reduced
1362	Virtu Financial New York	$10.8M	+$9.9M	3	1.06%	Increased
1363	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$10.8M	+$236K	2	6.95%	Increased
1364	Beacon Trust Morristown, New Jersey	$10.8M	-$173K	4	1.99%	Reduced
1365	MCM Matterhorn Capital Management San Antonio, Texas	$10.8M	+$56.5K	3	5.39%	Increased
1366	Moody National Bank Trust Division Galveston, Texas	$10.8M	-$928K	5	0.85%	Reduced
1367	Sterne Agee Group Birmingham, Alabama	$10.7M	-$2.02M	5	4.17%	Reduced
1368	First Allied Asset Management San Diego, California	$10.7M	+$7.64M	4	1.62%	Increased
1369	Manchester Capital Management Manchester, Vermont	$10.7M	+$459K	8	1.84%	Increased
1370	Northstar Investment Advisors Denver, Colorado	$10.7M	+$85.2K	2	3.21%	Increased
1371	Suncoast Equity Management Tampa, Florida	$10.7M	+$157K	2	12.51%	Increased
1372	BRCM Bright Rock Capital Management Hanover, Massachusetts	$10.7M	+$4.97M	2	6%	Increased
1373	PTB Pioneer Trust Bank Salem, Oregon	$10.6M	-$8.88K	4	8.15%	Reduced
1374	CAM Chesapeake Asset Management New York	$10.6M	+$2.83M	4	7.11%	Increased
1375	PGIM Pacific Global Investment Management Glendale, California	$10.6M	+$986K	3	2.06%	Increased