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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	SVA Wealth Management Madison, Wisconsin	$22.6M	+$162K	6	3.07%	Increased
1402	Sand Hill Global Advisors Palo Alto, California	$22.6M	-$3.19M	6	2.93%	Reduced
1403	NCM Numina Capital Management New York	$22.6M	+$8.65M	1	4.34%	Increased
1404	PAM Pagoda Asset Management New York	$22.6M	-$8.28M	2	6.98%	Reduced
1405	Motley Fool Asset Management Alexandria, Virginia	$22.6M	+$4.19M	2	4.87%	Increased
1406	RCP Rothschild Capital Partners New York	$22.5M	-$53.3K	2	8.76%	Reduced
1407	Kings Point Capital Management Great Neck, New York	$22.5M	+$172K	7	5.27%	Increased
1408	Randolph Company Cincinnati, Ohio	$22.4M	+$40.1K	1	4.29%	Increased
1409	WA Wintergreen Advisers Mount Olive, New Jersey	$22.3M	-$1.43M	2	8.21%	Reduced
1410	MMG Monetary Management Group St Louis, Missouri	$22.2M	+$1.44M	6	9.67%	Increased
1411	Granite Investment Advisors Concord, New Hampshire	$22.2M	+$2.23M	5	3.95%	Increased
1412	IIM Ipswich Investment Management Beverly, Massachusetts	$22.2M	+$186K	7	9.67%	Increased
1413	L & S Advisors Los Angeles, California	$22.2M	+$4.78M	5	4.23%	Increased
1414	Navellier & Associates Reno, Nevada	$22.2M	+$766K	4	3.23%	Increased
1415	Canandaigua National Bank & Trust Canandaigua, New York	$22.1M	-$855K	6	6.53%	Reduced
1416	Partners Capital Investment Group Boston, Massachusetts	$22.1M	+$1.29M	3	4.41%	Increased
1417	RWA Ropes Wealth Advisors Boston, Massachusetts	$22.1M	-$978K	10	6.38%	Reduced
1418	Mitchell Capital Management Leawood, Kansas	$22M	+$1.85M	2	8.19%	Increased
1419	Verity & Verity Beaufort, South Carolina	$22M	+$1M	3	6.84%	Increased
1420	Parallel Advisors San Francisco, California	$21.9M	+$2.63M	14	4.35%	Increased
1421	Lombard Odier Asset Management (USA) New York	$21.9M	+$18.1M	4	2.06%	Increased
1422	RIM Rainier Investment Management Seattle, Washington	$21.9M	-$9.19M	3	2.37%	Reduced
1423	Benjamin F. Edwards & Company St. Louis, Missouri	$21.9M	+$805K	13	3.22%	Increased
1424	CIM CenturyLink Investment Management Denver, Colorado	$21.9M	$0	6	7.09%	Maintained
1425	Greenleaf Trust Kalamazoo, Michigan	$21.8M	-$587K	7	0.53%	Reduced