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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
1451	MCM McRae Capital Management Morristown, New Jersey	$18.8M	+$529K	2	8.31%	Increased
1452	Radnor Capital Management Wayne, Pennsylvania	$18.8M	+$18.1M	6	6.42%	New
1453	Petrus Trust Company Dallas, Texas	$18.7M	-$491K	2	4.6%	Reduced
1454	Baltimore-Washington Financial Advisors Columbia, Maryland	$18.7M	-$240K	3	5.12%	Reduced
1455	DG Davidson & Garrard Lynchburg, Virginia	$18.7M	+$1.37M	8	4.65%	Increased
1456	Oxbow Advisors Austin, Texas	$18.7M	+$1.49M	6	2.34%	Increased
1457	SIM Spark Investment Management New York	$18.7M	-$380K	6	1.54%	Reduced
1458	Suncoast Equity Management Tampa, Florida	$18.7M	-$1.1M	2	5.95%	Reduced
1459	Clearstead Advisors Cleveland, Ohio	$18.7M	+$18.3M	6	3.02%	New
1460	Gratus Capital Atlanta, Georgia	$18.6M	-$341K	4	2.79%	Reduced
1461	D.L. Carlson Investment Group Concord, New Hampshire	$18.6M	-$1.81M	5	6.34%	Reduced
1462	JAM JCIC Asset Management Toronto, Ontario, Canada	$18.6M	-$1.18M	4	6.3%	Reduced
1463	Lombard Odier Asset Management (Europe) London, United Kingdom	$18.6M	$0	6	6.73%	Maintained
1464	Vestor Capital Chicago, Illinois	$18.6M	-$5.42M	4	4.94%	Reduced
1465	AGF Investments LLC Toronto, Ontario, Canada	$18.5M	+$17.9M	8	4.9%	New
1466	SCI S&CO Inc Boston, Massachusetts	$18.5M	+$739K	5	2.68%	Increased
1467	VST Van Strum & Towne San Francisco, California	$18.5M	-$144K	3	11.62%	Reduced
1468	QAM Quentec Asset Management New York	$18.5M	-$8.09M	2	2.06%	Reduced
1469	Carroll Financial Associates Charlotte, North Carolina	$18.5M	-$196K	10	2.63%	Reduced
1470	Rand Wealth Baltimore, Maryland	$18.5M	-$136K	7	2.33%	Reduced
1471	ARGA Investment Management Stamford, Connecticut	$18.4M	+$15.5M	6	4.11%	Increased
1472	Hodges Capital Management Dallas, Texas	$18.4M	+$14M	5	0.85%	Increased
1473	Steigerwald Gordon & Koch Leesburg, Virginia	$18.4M	+$933K	4	5.88%	Increased
1474	Duff & Phelps Investment Management Chicago, Illinois	$18.4M	-$652K	6	0.27%	Reduced
1475	GLRA Gerald L. Ray & Associates Dallas, Texas	$18.4M	+$1.62M	7	2.67%	Increased