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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
1401	Seizert Capital Partners Birmingham, Michigan	$137M	-$2.37M	3	5.67%	Reduced
1402	Fort Sheridan Advisors Highland Park, Illinois	$137M	-$1.15M	10	14.8%	Reduced
1403	V-Square Quantitative Management Chicago, Illinois	$137M	-$2.14M	15	13.03%	Reduced
1404	LRPA L. Roy Papp & Associates Phoenix, Arizona	$137M	-$2.88M	7	14.4%	Reduced
1405	Barton Investment Management West Conshohocken, Pennsylvania	$137M	-$2.37M	6	18.55%	Reduced
1406	Blue Whale Capital London, United Kingdom	$137M	+$96.1M	1	4.34%	Increased
1407	Focus Financial Network Minneapolis, Minnesota	$137M	-$5.39M	11	4.23%	Reduced
1408	Asset Advisors Investment Management Augusta, Georgia	$136M	-$523K	5	12.49%	Reduced
1409	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$136M	-$4.83M	5	35.67%	Reduced
1410	Greenwood Gearhart Fayetteville, Arkansas	$136M	+$5.81M	7	6.31%	Increased
1411	IAIM International Assets Investment Management Orlando, Florida	$135M	+$4M	22	8.08%	Increased
1412	Mackay Shields LLC New York	$135M	+$134M	2	4.53%	New
1413	PTEAP Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland	$135M	$0	2	45.61%	Maintained
1414	GUB Golden Unicorn BVI Road Town,	$134M	+$2.34M	2	16.97%	Increased
1415	JWBC J.W. Burns & Co Dewitt, New York	$134M	-$1.74M	6	13.99%	Reduced
1416	Rollins Financial Advisors New York City, New York	$134M	+$932K	6	17.63%	Increased
1417	ARS Wealth Advisors Group St. Petersburg, Florida	$134M	-$539K	6	10.46%	Reduced
1418	Simmons Bank Pine Bluff, Arkansas	$134M	+$9.7M	7	7.62%	Increased
1419	Means Investment Company Bangor, Maine	$134M	+$850K	9	10.09%	Increased
1420	Clough Capital Partners Boston, Massachusetts	$133M	-$5.48M	4	10.87%	Reduced
1421	Weatherly Asset Management Del Mar, California	$133M	-$3.46M	6	9.49%	Reduced
1422	Novare Capital Management Charlotte, North Carolina	$133M	+$754K	6	9.45%	Increased
1423	Wellington Shields Capital Management New York	$133M	-$22.2M	8	16.86%	Reduced
1424	Simplicity Wealth Summit, New Jersey	$133M	+$61.4M	13	4.49%	Increased
1425	Boothbay Fund Management New York	$133M	-$5.31M	28	1.75%	Reduced