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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	Carroll Financial Associates Charlotte, North Carolina	$26.7M	-$33.3K	15	2.97%	Reduced
1502	Kayak Investment Partners San Francisco, California	$26.7M	+$7M	3	47.49%	Increased
1503	Wallington Asset Management Indianapolis, Indiana	$26.7M	-$4.09M	3	7.99%	Reduced
1504	Nicollet Investment Management Minneapolis, Minnesota	$26.7M	-$81.9K	5	21.08%	Reduced
1505	Roundview Capital Princeton, New Jersey	$26.7M	-$574K	5	7.47%	Reduced
1506	Essex Financial Services Essex, Connecticut	$26.6M	-$4.2M	7	8.15%	Reduced
1507	BBR Partners New York	$26.6M	+$15.6M	6	3.5%	Increased
1508	EVM Evelyn V. Moreno	$26.6M	-$329K	4	8.79%	Reduced
1509	First Interstate Bank Billings, Montana	$26.6M	-$1.09M	11	6.58%	Reduced
1510	Caprock Group Boise, Idaho	$26.5M	+$17.4K	9	6.1%	Increased
1511	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$26.5M	-$929K	6	3.87%	Reduced
1512	Exencial Wealth Advisors Oklahoma City, Oklahoma	$26.5M	+$4.27M	6	7.11%	Increased
1513	Dixon Hubard Feinour & Brown Roanoke, Virginia	$26.5M	-$646K	6	9.81%	Reduced
1514	KSCM Kamunting Street Capital Management Miami Beach, Florida	$26.5M	+$10.2M	3	24.31%	Increased
1515	Athanor Capital New York	$26.5M	+$6.79M	4	8.88%	Increased
1516	Quantitative Investment Management Charlottesville, Virginia	$26.4M	+$15.5M	4	1.36%	Increased
1517	WA Winfield Associates Cleveland, Ohio	$26.3M	-$965K	6	16.09%	Reduced
1518	Shikiar Asset Management New York	$26.3M	-$6.15M	4	13.72%	Reduced
1519	HeadInvest LLC Portland, Maine	$26.2M	+$14M	6	4.16%	Increased
1520	Fulcrum Capital Seattle, Washington	$26.2M	+$835K	5	11.81%	Increased
1521	ARMC American Research & Management Company Marion, Massachusetts	$26.1M	+$1.35M	6	8.81%	Increased
1522	Hodges Capital Management Dallas, Texas	$26.1M	-$7.84M	6	2.94%	Reduced
1523	Winslow Evans & Crocker Boston, Massachusetts	$26.1M	+$3.05M	17	8.78%	Increased
1524	Wilsey Asset Management San Diego, California	$26.1M	-$3.6M	1	12.7%	Reduced
1525	Prince Street Capital Management New York	$26.1M	+$19.2M	2	6.44%	Increased