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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	CIC Canal Insurance Company Greenville, South Carolina	$24M	-$656K	2	8.55%	Reduced
1527	Carroll Financial Associates Charlotte, North Carolina	$23.9M	-$659K	13	2.62%	Reduced
1528	ACC Accident Compensation Corp Wellington, New Zealand	$23.9M	-$401K	7	6.61%	Reduced
1529	BCM Beck Capital Management Austin, Texas	$23.9M	+$3.81M	5	10.53%	Increased
1530	SM Selkirk Management Chatham, New Jersey	$23.9M	$0	2	12.77%	Maintained
1531	SCI S&CO Inc Boston, Massachusetts	$23.9M	+$113K	5	2.96%	Increased
1532	IIM Ipswich Investment Management Beverly, Massachusetts	$23.8M	-$659K	7	10.1%	Reduced
1533	Oxbow Advisors Austin, Texas	$23.8M	+$343K	6	4.46%	Increased
1534	MTM Millennium TVP Management New York	$23.8M	$0	1	25.95%	Maintained
1535	RWA Wealth Partners Newton, Massachusetts	$23.8M	+$4.73M	7	2.68%	Increased
1536	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$23.7M	+$2.04M	3	10.59%	Increased
1537	Greenwood Capital Associates Greenwood, South Carolina	$23.7M	-$103K	4	5.53%	Reduced
1538	Family Management New York	$23.7M	-$1.11M	6	16.56%	Reduced
1539	Arvest Bank Trust Division Dewey, Oklahoma	$23.7M	-$1.04M	4	1.66%	Reduced
1540	IPGDR Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$23.7M	+$23M	2	15.09%	New
1541	BP Broadleaf Partners Hudson, Ohio	$23.7M	+$23.1M	5	19.69%	New
1542	PVH Psagot Value Holdings Tel Aviv, Israel	$23.6M	+$4.03M	5	1.03%	Increased
1543	Simmons Bank Pine Bluff, Arkansas	$23.6M	-$822K	8	2.37%	Reduced
1544	CCM Crossvault Capital Management San Antonio, Texas	$23.5M	-$364K	4	12.39%	Reduced
1545	AAC Acorn Advisory Capital New York	$23.5M	+$23.3M	4	15.36%	New
1546	Marble Harbor Investment Counsel Boston, Massachusetts	$23.4M	+$287K	7	4.56%	Increased
1547	TCOT Trust Company of Toledo Holland, Ohio	$23.3M	-$89.5K	7	5.79%	Reduced
1548	GJCM Grand Jean Capital Management San Francisco, California	$23.3M	+$176K	4	7.82%	Increased
1549	Dixon Hubard Feinour & Brown Roanoke, Virginia	$23.3M	-$1.79M	6	6.31%	Reduced
1550	NIM Nicollet Investment Management Minneapolis, Minnesota	$23.3M	+$22.3M	6	19.13%	New