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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	Greenwood Capital Associates Greenwood, South Carolina	$18.4M	+$3.25M	3	5.65%	Increased
1352	PS Pensionfund Sabic Sittard, Netherlands	$18.4M	$0	4	5.52%	Maintained
1353	Partners Capital Investment Group Boston, Massachusetts	$18.3M	+$293K	3	5.11%	Increased
1354	RKL Wealth Management Lancaster, Pennsylvania	$18.3M	+$716K	4	9.52%	Increased
1355	M MOTCO San Antonio, Texas	$18.3M	-$110K	8	2.03%	Reduced
1356	Weatherly Asset Management Del Mar, California	$18.3M	+$1.72M	6	6.03%	Increased
1357	HCMT Highland Capital Management (Texas) Dallas, Texas	$18.2M	-$27.5M	3	0.75%	Reduced
1358	CCM Catawba Capital Management Roanoke, Virginia	$18.1M	+$261K	3	4.41%	Increased
1359	Channing Capital Management Chicago, Illinois	$18.1M	+$9.25M	3	0.76%	Increased
1360	Oxbow Advisors Austin, Texas	$18.1M	-$532K	6	2.59%	Reduced
1361	Motley Fool Asset Management Alexandria, Virginia	$18M	$0	3	3.93%	Maintained
1362	BG Bollard Group Boston, Massachusetts	$18M	+$5.53M	7	1.23%	Increased
1363	Petrus Trust Company Dallas, Texas	$18M	+$187K	2	4.06%	Increased
1364	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$18M	+$9.9M	2	1.24%	Increased
1365	ICP IBIS Capital Partners London, United Kingdom	$17.9M	-$570K	1	7.44%	Reduced
1366	Blume Capital Management Berkeley, California	$17.9M	+$21.1K	7	11.8%	Increased
1367	PCMI Princeton Capital Management Inc Princeton, New Jersey	$17.9M	+$471K	5	12.32%	Increased
1368	Loews Corp New York	$17.8M	-$2.11M	3	0.15%	Reduced
1369	Beese Fulmer Investment Management Canton, Ohio	$17.8M	+$51.8K	4	5.06%	Increased
1370	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$17.8M	-$223K	6	3.05%	Reduced
1371	ETrade Capital Management Arlington, Virginia	$17.7M	+$2.89M	4	0.94%	Increased
1372	CCA Covey Capital Advisors Atlanta, Georgia	$17.6M	$0	3	9.64%	Maintained
1373	FL Fort LP Chevy Chase, Maryland	$17.6M	+$1.24M	5	7.19%	Increased
1374	Cryder Capital Partners London, United Kingdom	$17.6M	+$3.6M	2	14.12%	Increased
1375	Duff & Phelps Investment Management Chicago, Illinois	$17.6M	-$653K	6	0.26%	Reduced