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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	ARMC American Research & Management Company Marion, Massachusetts	$32.1M	+$1M	6	9.52%	Increased
1477	AA Antipodean Advisors New York	$32.1M	-$4.43M	2	39.76%	Reduced
1478	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$32M	-$113K	4	8.87%	Reduced
1479	Endurance Wealth Management Providence, Rhode Island	$31.9M	-$1.29M	11	5.03%	Reduced
1480	FWC First Washington Corp Seattle, Washington	$31.9M	-$412K	6	15.17%	Reduced
1481	FPCM Financial Partners Capital Management New York	$31.9M	-$203K	4	9.07%	Reduced
1482	Arvest Bank Trust Division Dewey, Oklahoma	$31.8M	-$458K	5	2.16%	Reduced
1483	FIM Freedom Investment Management Hartford, Connecticut	$31.8M	-$2.19M	9	2%	Reduced
1484	DSI Daiwa SB Investments Tokyo, Japan	$31.8M	-$1.29M	8	6.3%	Reduced
1485	Oxbow Advisors Austin, Texas	$31.8M	-$148K	6	3.84%	Reduced
1486	Resources Management Corp West Hartford, Connecticut	$31.8M	+$30.5M	6	5.8%	New
1487	EVM Evelyn V. Moreno	$31.8M	-$1.09M	4	8.9%	Reduced
1488	Roundview Capital Princeton, New Jersey	$31.8M	+$229K	6	7.84%	Increased
1489	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$31.7M	+$2.16M	6	4.48%	Increased
1490	ProVise Management Group Clearwater, Florida	$31.7M	+$4.98M	5	4.17%	Increased
1491	Sonora Investment Management Tucson, Arizona	$31.7M	+$1.36M	12	4.38%	Increased
1492	DDD Partners Bellevue, Washington	$31.6M	-$1.02M	4	11.23%	Reduced
1493	Dixon Hubard Feinour & Brown Roanoke, Virginia	$31.6M	-$107K	6	8.73%	Reduced
1494	MRCP Manor Road Capital Partners New York	$31.5M	+$29.6M	1	6.33%	New
1495	BWM Buckley Wealth Management Las Vegas, Nevada	$31.5M	-$588K	6	13.76%	Reduced
1496	Anderson Hoagland & Co St Louis, Missouri	$31.5M	+$3.22K	5	17.68%	Increased
1497	AAC Acorn Advisory Capital New York	$31.5M	$0	4	35.81%	Maintained
1498	Hodges Capital Management Dallas, Texas	$31.4M	-$3.17M	6	2.31%	Reduced
1499	SCM Sandler Capital Management New York	$31.4M	+$9.04M	2	1.59%	Increased
1500	HA Harbor Advisors West Palm Beach, Florida	$31.4M	$0	7	9.75%	Maintained