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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
1501	SC Saybrook Capital Winston Salem, North Carolina	$11.1M	+$131K	2	7.05%	Increased
1502	GHA Garcia Hamilton & Associates Houston, Texas	$11.1M	-$1.57M	4	6.14%	Reduced
1503	Soros Fund Management New York	$11M	-$377M	2	0.1%	Reduced
1504	D.L. Carlson Investment Group Concord, New Hampshire	$11M	+$531K	3	3.98%	Increased
1505	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$11M	-$257K	1	4%	Reduced
1506	Apex Capital Orinda, California	$11M	-$1.8M	1	0.95%	Reduced
1507	Penn Capital Management Philadelphia, Pennsylvania	$11M	-$1.89M	1	0.45%	Reduced
1508	SFSIG San Francisco Sentry Investment Group San Francisco, California	$10.9M	+$158K	5	6.55%	Increased
1509	Gibraltar Capital Management Tulsa, Oklahoma	$10.9M	+$1.58M	3	11.6%	Increased
1510	GW & Wade Wellesley, Massachusetts	$10.9M	-$245K	6	2.15%	Reduced
1511	CCT Capital City Trust Tallahassee, Florida	$10.9M	+$307K	3	4.4%	Increased
1512	FPCM Fox Point Capital Management New York	$10.9M	+$10.5M	1	6.98%	New
1513	NTV Asset Management Charleston, West Virginia	$10.8M	-$76.2K	5	3.17%	Reduced
1514	State of Alaska Department of Revenue Juneau, Alaska	$10.8M	-$485K	2	2.34%	Reduced
1515	Stratos Wealth Partners Beachwood, Ohio	$10.8M	-$4.53M	5	1.38%	Reduced
1516	EIM Emerson Investment Management Boston, Massachusetts	$10.8M	-$1.67M	3	2.02%	Reduced
1517	ACP Arrowgrass Capital Partners London, United Kingdom	$10.8M	+$10.7M	1	8.64%	New
1518	TCM Tradition Capital Management Summit, New Jersey	$10.8M	-$123K	3	3.5%	Reduced
1519	LA Lynch & Associates Newburgh, Indiana	$10.8M	+$786K	2	5.61%	Increased
1520	CHA Cedar Hill Associates Chicago, Illinois	$10.7M	+$151K	1	1.69%	Increased
1521	Cutler Investment Counsel Jacksonville, Oregon	$10.7M	+$13.5K	2	3.51%	Increased
1522	SFU Stonehage Fleming (UK) London, United Kingdom	$10.7M	+$2.5M	6	4.83%	Increased
1523	WFG Windsor Financial Group Minneapolis, Minnesota	$10.7M	+$194K	3	4.61%	Increased
1524	QAM Quentec Asset Management New York	$10.7M	+$11.5M	1	2.14%	New
1525	AMG National Trust Bank Greenwood Village, Colorado	$10.7M	-$375K	4	0.98%	Reduced