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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	$35.6M	+$1.67M	6	3.62%	Increased
1402	BAM Bell Asset Management Melbourne, Australia	$35.6M	-$845K	3	7.39%	Reduced
1403	Bristol Gate Capital Partners Toronto, Ontario, Canada	$35.5M	+$224K	1	4.72%	Increased
1404	TWI Thomas White International Chicago, Illinois	$35.5M	+$905K	7	5.87%	Increased
1405	Choate Investment Advisors Boston, Massachusetts	$35.5M	-$173K	5	1.96%	Reduced
1406	BLB&B Advisors Montgomeryville, Pennsylvania	$35.5M	-$1.26M	7	4.41%	Reduced
1407	WWM Willingdon Wealth Management Huntersville, North Carolina	$35.4M	+$15.1M	10	9.67%	Increased
1408	Valeo Financial Advisors Carmel, Indiana	$35.3M	+$2.47M	16	4.77%	Increased
1409	Bar Harbor Wealth Management Concord, New Hampshire	$35.3M	-$144K	8	4.01%	Reduced
1410	KFS Kurt F. Somerville	$35.2M	-$1.7M	6	7.05%	Reduced
1411	Seven Eight Capital New York	$35M	-$2.84M	8	2.12%	Reduced
1412	Ashmore Group London, United Kingdom	$35M	+$9.7M	1	23.1%	Increased
1413	Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$35M	+$4.94M	6	3.18%	Increased
1414	Minneapolis Portfolio Management Group Wayzata, Minnesota	$35M	+$11.5M	1	4.18%	Increased
1415	QV Investors Calgary, Alberta, Canada	$35M	-$10.5M	1	0.86%	Reduced
1416	Compass Capital Management Minneapolis, Minnesota	$35M	-$1.12M	1	4.58%	Reduced
1417	M MOTCO San Antonio, Texas	$35M	+$69.3K	7	3.48%	Increased
1418	Fuller & Thaler Asset Management San Mateo, California	$34.9M	-$18.3M	6	0.36%	Reduced
1419	Fulton Breakefield Broenniman Bethesda, Maryland	$34.9M	-$243K	2	5.43%	Reduced
1420	MMG Monetary Management Group St Louis, Missouri	$34.8M	-$1.59M	6	13.29%	Reduced
1421	APA American Portfolios Advisors Holbrook, New York	$34.8M	+$3.22M	19	4%	Increased
1422	CMI Cider Mill Investments Greenwich, Connecticut	$34.8M	+$10.7M	3	16.06%	Increased
1423	Girard Partners King Of Prussia, Pennsylvania	$34.7M	-$1.79M	14	6.16%	Reduced
1424	Check Capital Management Costa Mesa, California	$34.7M	-$2.53M	2	1.73%	Reduced
1425	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$34.6M	-$9.08M	4	2.49%	Reduced