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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	Mitchell Capital Management Leawood, Kansas	$14.6M	-$891K	1	5.83%	Reduced
1502	Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$14.6M	+$14.6M	6	1.53%	New
1503	BCA Bernzott Capital Advisors Camarillo, California	$14.6M	-$196K	2	2.84%	Reduced
1504	BCM BBT Capital Management Fort Worth, Texas	$14.5M	+$15.1M	1	2.26%	New
1505	VDBMI Van Den Berg Management I Austin, Texas	$14.5M	-$302K	1	1.87%	Reduced
1506	Checchi Capital Advisers Beverly Hills, California	$14.5M	-$166K	12	1.66%	Reduced
1507	TBA Train Babcock Advisors New York	$14.5M	-$14.6K	4	5.77%	Reduced
1508	Peak Asset Management Louisville, Colorado	$14.5M	+$850K	5	6.4%	Increased
1509	Eagle Ridge Investment Management Stamford, Connecticut	$14.5M	+$97K	4	3.32%	Increased
1510	Trustmark National Bank Trust Department Jackson, Mississippi	$14.5M	+$1.1M	5	1.87%	Increased
1511	Coastline Trust Providence, Rhode Island	$14.4M	+$605K	5	2.92%	Increased
1512	Churchill Management Los Angeles, California	$14.4M	-$1.23M	3	0.94%	Reduced
1513	Bank Hapoalim BM Tel Aviv, Israel	$14.4M	+$2.77M	6	3.37%	Increased
1514	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$14.4M	-$629K	4	7.1%	Reduced
1515	SWK Stephen W. Kidder	$14.4M	+$396K	5	5.72%	Increased
1516	MMG Monetary Management Group St Louis, Missouri	$14.3M	-$424K	6	6.66%	Reduced
1517	JAM JW Asset Management Miami Beach, Florida	$14.3M	+$2.69M	1	11.38%	Increased
1518	BWFM Bridgewater Wealth & Financial Management Bethesda, Maryland	$14.3M	+$113K	7	5.16%	Increased
1519	Northstar Investment Advisors Denver, Colorado	$14.3M	+$1.09M	4	3.28%	Increased
1520	IMAS ID Management A/S Randers, Denmark	$14.2M	-$636K	4	4.51%	Reduced
1521	Lincluden Management Mississauga, Ontario, Canada	$14.2M	+$152K	2	2.36%	Increased
1522	First Horizon Advisors Memphis, Tennessee	$14.2M	-$1.16M	12	1.92%	Reduced
1523	Sigma Planning Corp Ann Arbor, Michigan	$14.2M	-$484K	8	1.85%	Reduced
1524	TCOT Trust Company of Toledo Holland, Ohio	$14.2M	+$88.4K	6	4.07%	Increased
1525	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$14.2M	-$81.5K	4	5.75%	Reduced