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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	FIM FourPoints Investment Managers Paris, France	$11.7M	-$2.43M	4	1.1%	Reduced
1402	ICRM Insight Capital Research & Management Walnut Creek, California	$11.6M	-$1.67M	4	2.61%	Reduced
1403	Delta Capital Management Red Bank, New Jersey	$11.6M	-$159K	3	8.14%	Reduced
1404	MIM Midwest Investment Management Cleveland, Ohio	$11.6M	+$435K	4	8.63%	Increased
1405	Carson Wealth (CWM LLC) Omaha, Nebraska	$11.6M	+$963K	6	1.8%	Increased
1406	Pittenger & Anderson Inc Lincoin, Nebraska	$11.5M	+$592K	4	1.62%	Increased
1407	TEC Tiger Eye Capital Nashville, Tennessee	$11.5M	+$10.2M	1	1.44%	Increased
1408	Susquehanna Trust & Investment Lititz, Pennsylvania	$11.5M	-$1.78M	3	2.47%	Reduced
1409	Selkirk Management Chatham, New Jersey	$11.5M	$0	2	8.66%	Maintained
1410	Howe & Rusling Rochester, New York	$11.5M	-$1.28M	6	2.89%	Reduced
1411	CC Cognios Capital Leawood, Kansas	$11.5M	+$10.8M	4	6.86%	New
1412	III Independent Investors Inc Nesconset, New York	$11.5M	+$35.8K	4	5.52%	Increased
1413	Highstreet Asset Management London, Ontario, Canada	$11.4M	-$1.39M	2	2.41%	Reduced
1414	First Fiduciary Investment Counsel Cleveland, Ohio	$11.4M	-$2.69M	1	2.66%	Reduced
1415	Envestnet Asset Management Chicago, Illinois	$11.4M	-$1.52M	11	0.13%	Reduced
1416	Aston Asset Management Chicago, Illinois	$11.4M	+$1.23M	3	2.79%	Increased
1417	Bright Rock Capital Management Hanover, Massachusetts	$11.4M	-$3.68K	2	5.97%	Reduced
1418	SSI Investment Management Los Angeles, California	$11.3M	-$251K	5	1%	Reduced
1419	Forester Capital Management Lake Forest, Illinois	$11.3M	+$56.4K	3	8.98%	Increased
1420	Argyle Capital Management Center Valley, Pennsylvania	$11.2M	+$254K	3	5.65%	Increased
1421	Steigerwald Gordon & Koch Leesburg, Virginia	$11.2M	+$589K	2	6.7%	Increased
1422	AA Antipodean Advisors New York	$11.2M	+$10.2M	1	0.97%	New
1423	Perigon Wealth Management San Francisco, California	$11.2M	+$10.3M	5	6.21%	New
1424	VST Van Strum & Towne San Francisco, California	$11.2M	-$633K	2	7.46%	Reduced
1425	TCOT Trust Company of Toledo Holland, Ohio	$11.2M	+$2.24M	5	3.61%	Increased