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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	First Merchants Corp Muncie, Indiana	$51M	+$3.72M	6	4.67%	Increased
1402	Webster Bank Waterbury, Connecticut	$51M	-$1.22M	12	6.89%	Reduced
1403	Peak Asset Management Louisville, Colorado	$50.9M	+$576K	8	13.28%	Increased
1404	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$50.9M	+$995K	5	3.91%	Increased
1405	Matthew Goff Investment Advisor Houston, Texas	$50.8M	-$360K	5	13.24%	Reduced
1406	Pacific Global Investment Management Glendale, California	$50.8M	+$146K	6	11.23%	Increased
1407	Meeder Advisory Services Dublin, Ohio	$50.8M	+$52.9M	8	6.41%	New
1408	Dorsey Asset Management Chicago, Illinois	$50.7M	-$2.35M	1	7.36%	Reduced
1409	Crosslink Capital Menlo Park, California	$50.5M	-$7.8M	3	12.19%	Reduced
1410	TFS Thoroughbred Financial Services Brentwood, Tennessee	$50.5M	+$4.23M	7	8.26%	Increased
1411	Mark Asset Management New York	$50.5M	-$5.85M	5	11.49%	Reduced
1412	Caldwell Trust Venice, Florida	$50.5M	-$234K	14	7.14%	Reduced
1413	Ameritas Advisory Services Lincoln, Nebraska	$50.4M	+$7.93M	9	2.34%	Increased
1414	Pitcairn Conshohocken, Pennsylvania	$50.4M	-$2.17M	11	5.02%	Reduced
1415	Versor Investments New York	$50.2M	-$25.1M	12	4.31%	Reduced
1416	LS Investment Advisors Bloomfield Hills, Michigan	$50M	-$3.17M	5	9.74%	Reduced
1417	Boenning & Scattergood West Conshohocken, Pennsylvania	$49.9M	-$8.28M	7	8.02%	Reduced
1418	Adero Partners Pleasanton, California	$49.8M	+$156K	8	6%	Increased
1419	Foster Dykema Cabot & Co Waltham, Massachusetts	$49.8M	+$11.9M	4	6.98%	Increased
1420	Carrhae Capital London, United Kingdom	$49.8M	+$19.1M	1	10.56%	Increased
1421	Bath Savings Trust Bath, Maine	$49.8M	-$312K	6	6.43%	Reduced
1422	Vantage Investment Partners Kansas City, Missouri	$49.8M	+$1.7M	4	7.73%	Increased
1423	Clough Capital Partners Boston, Massachusetts	$49.8M	-$42M	3	5.05%	Reduced
1424	Burleson & Co Petaluma, California	$49.7M	-$18.7M	13	12.41%	Reduced
1425	ACM Aljian Capital Management Carson City, Nevada	$49.7M	-$1.01M	4	28.66%	Reduced