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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
1476	TOBAM Paris, France	$10.2M	+$7.99M	1	0.52%	Increased
1477	SCIA Sanibel Captiva Investment Advisers Chicago, Illinois	$10.2M	+$1.59M	4	6.28%	Increased
1478	Toth Financial Advisory Leesburg, Virginia	$10.1M	+$1.4M	4	4.3%	Increased
1479	Montgomery Investment Management Rockville, Maryland	$10.1M	-$7.08M	2	8.27%	Reduced
1480	Chautauqua Capital Management Boulder, Colorado	$10.1M	$0	1	2.23%	Maintained
1481	Mittleman Investment Management Melville, New York	$10.1M	-$110K	1	5.47%	Reduced
1482	America First Investment Advisors Omaha, Nebraska	$10.1M	-$273K	4	4.7%	Reduced
1483	Waratah Capital Advisors Toronto, Ontario, Canada	$10.1M	+$7.28M	2	3.86%	Increased
1484	Weatherly Asset Management Del Mar, California	$10.1M	-$231K	5	4.79%	Reduced
1485	Haberer Registered Investment Advisor Cincinnati, Ohio	$10M	-$2.46M	7	4.21%	Reduced
1486	Smithfield Trust Pittsburgh, Pennsylvania	$10M	+$496K	8	2.03%	Increased
1487	QCMC Quantum Capital Management (California) San Francisco, California	$10M	-$484K	5	1.69%	Reduced
1488	AT Bancorp Dubuque, Iowa	$9.9M	-$1.17M	4	3.05%	Reduced
1489	TA TBP Advisors Purchase, New York	$9.9M	+$34.5K	3	6.38%	Increased
1490	Leavell Investment Management Mobile, Alabama	$9.9M	+$50K	5	1.68%	Increased
1491	PSI Pinnacle Summer Investments Fairfax, Virginia	$9.9M	+$1.26M	6	1.36%	Increased
1492	Perennial Investment Partners Sydney, Australia	$9.9M	-$811K	2	2.86%	Reduced
1493	Eads & Heald Wealth Management Atlanta, Georgia	$9.9M	-$1M	5	6.58%	Reduced
1494	Harvey Capital Management Palm Beach, Florida	$9.9M	+$1.73M	4	4.09%	Increased
1495	Glenview State Bank Trust Department Glenview, Illinois	$9.9M	+$9.31M	4	6.21%	New
1496	Intel Corp Santa Clara, California	$9.9M	$0	1	19.77%	Maintained
1497	Hennessy Advisors Inc Novato, California	$9.9M	+$2.91M	3	0.4%	Increased
1498	Groesbeck Investment Management Paramus, New Jersey	$9.9M	-$822K	2	4.1%	Reduced
1499	SC X Management Menlo Park, California	$9.9M	-$719	1	19.78%	Reduced
1500	D.L. Carlson Investment Group Concord, New Hampshire	$9.8M	-$565K	2	3.58%	Reduced