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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
1376	Quantitative Investment Management Charlottesville, Virginia	$14.3M	+$15.8M	4	1.07%	Increased
1377	Carroll Financial Associates Charlotte, North Carolina	$14.2M	+$531K	10	3.16%	Increased
1378	Strategic Financial Services Utica, New York	$14.2M	+$162K	5	3.95%	Increased
1379	Beacon Financial Group Dallas, Texas	$14.2M	+$9.17M	4	3.48%	Increased
1380	Cetera Advisors Denver, Colorado	$14.2M	-$645K	6	1.35%	Reduced
1381	BBI Baxter Bros Inc Riverside, Connecticut	$14.2M	$0	3	5.21%	Maintained
1382	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$14.2M	+$149K	3	5.38%	Increased
1383	TimesSquare Capital Management New York	$14.2M	-$1.41M	1	0.09%	Reduced
1384	FAM Fortaleza Asset Management Chicago, Illinois	$14.1M	+$2.92M	4	9.94%	Increased
1385	First Horizon Advisors Memphis, Tennessee	$14.1M	+$50K	9	2.17%	Increased
1386	ECM Empire Capital Management Westport, Connecticut	$14.1M	+$2.14M	2	10.06%	Increased
1387	CAM CG Asset Management New York	$14M	+$219K	3	5.91%	Increased
1388	Exchange Capital Management Ann Arbor, Michigan	$13.9M	+$633K	4	6.47%	Increased
1389	Calamos Wealth Management Naperville, Illinois	$13.9M	-$6.13M	3	3.34%	Reduced
1390	FCM Firsthand Capital Management San Jose, California	$13.9M	-$3.69M	4	11.12%	Reduced
1391	AIC Argus Investors Counsel New York	$13.8M	-$1.74M	3	6.03%	Reduced
1392	BCA Bernzott Capital Advisors Camarillo, California	$13.8M	+$306K	2	3.18%	Increased
1393	Hudson Valley Investment Advisors Goshen, New York	$13.8M	+$315K	4	4.48%	Increased
1394	Citizens Business Bank Ontario, California	$13.8M	+$43.5K	5	2.6%	Increased
1395	Twin Tree Management Dallas, Texas	$13.8M	+$2.57M	7	0.35%	Increased
1396	Oxbow Advisors Austin, Texas	$13.8M	-$7.97M	4	2.27%	Reduced
1397	SCI S&CO Inc Boston, Massachusetts	$13.8M	+$450K	4	2.37%	Increased
1398	SIPS Shelter Insurance Profit Sharing Columbia, Missouri	$13.7M	-$980K	2	6.78%	Reduced
1399	CCM Concourse Capital Management Atlanta, Georgia	$13.7M	+$434K	1	6.91%	Increased
1400	Cookson Peirce & Co Pittsburgh, Pennsylvania	$13.7M	+$13.5M	1	2.28%	New