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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
1526	Wedbush Securities Los Angeles, California	$10.9M	-$1.12M	7	2.19%	Reduced
1527	CWM Catamount Wealth Management Westport, Connecticut	$10.9M	+$3.62M	6	10.89%	Increased
1528	ACM Argyle Capital Management Center Valley, Pennsylvania	$10.9M	+$317K	3	5.31%	Increased
1529	SIM Sterling Investment Management Tucson, Arizona	$10.8M	+$1.46M	4	8.53%	Increased
1530	Stillwater Capital Advisors Devon, Pennsylvania	$10.8M	+$15.3K	3	3.69%	Increased
1531	VAS Valicenti Advisory Services Elmira, New York	$10.7M	-$251K	3	7.09%	Reduced
1532	GWM Gupta Wealth Management San Diego, California	$10.7M	+$791K	11	2.6%	Increased
1533	Foundry Partners Minneapolis, Minnesota	$10.7M	+$3.72M	3	0.93%	Increased
1534	Suncoast Equity Management Tampa, Florida	$10.7M	-$25.8K	1	4.91%	Reduced
1535	Gibraltar Capital Management Tulsa, Oklahoma	$10.6M	-$633K	3	13.16%	Reduced
1536	WA Winfield Associates Cleveland, Ohio	$10.6M	+$1.14M	7	7.95%	Increased
1537	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$10.6M	-$1.55M	3	12.35%	Reduced
1538	Whitney & Co Rochester, New York	$10.6M	+$57.9K	5	4.78%	Increased
1539	Ironwood Investment Counsel Scottsdale, Arizona	$10.6M	+$416K	2	5.71%	Increased
1540	Aureus Asset Management Boston, Massachusetts	$10.6M	-$7M	4	2.62%	Reduced
1541	EIM Emerson Investment Management Boston, Massachusetts	$10.5M	-$10.8K	3	2.11%	Reduced
1542	EGM Espalier Global Management New York	$10.5M	-$187K	2	1.7%	Reduced
1543	Linscomb Wealth Houston, Texas	$10.5M	-$114K	5	1.24%	Reduced
1544	CIBC Bank USA Chicago, Illinois	$10.5M	-$1.18M	5	1.92%	Reduced
1545	Wallington Asset Management Indianapolis, Indiana	$10.5M	+$253K	1	3.78%	Increased
1546	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$10.5M	-$74K	3	4.48%	Reduced
1547	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$10.5M	-$495K	4	7.07%	Reduced
1548	Van Hulzen Asset Management El Dorado Hills, California	$10.5M	-$460K	6	6.77%	Reduced
1549	SFA Staton Financial Advisors Charlotte, North Carolina	$10.5M	-$416K	2	11.09%	Reduced
1550	ETrade Capital Management Arlington, Virginia	$10.5M	+$513K	4	0.64%	Increased