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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	EVM Evelyn V. Moreno	$25.4M	-$239K	4	7.78%	Reduced
1527	HA Harbor Advisors West Palm Beach, Florida	$25.4M	+$3.22M	7	8.56%	Increased
1528	Millennium TVP Management New York	$25.4M	$0	1	27.9%	Maintained
1529	WA Winfield Associates Cleveland, Ohio	$25.3M	-$213K	5	13.65%	Reduced
1530	Crossvault Capital Management San Antonio, Texas	$25.3M	-$872K	4	14.4%	Reduced
1531	Ionic Capital Management New York	$25.3M	+$11.5M	3	1.59%	Increased
1532	Acorn Advisory Capital New York	$25.3M	$0	4	39.4%	Maintained
1533	Nicollet Investment Management Minneapolis, Minnesota	$25.3M	+$2.99K	6	19.63%	Increased
1534	Trust Asset Management Houston, Texas	$25.3M	+$322	4	10.1%	Increased
1535	NewEdge Advisors New Orleans, Louisiana	$25.3M	+$6.7M	8	2.89%	Increased
1536	Caprock Group Boise, Idaho	$25.2M	-$1.63M	11	5.39%	Reduced
1537	TLCM Tiger Legatus Capital Management New York	$25.2M	-$11.5M	2	8.97%	Reduced
1538	Sheets Smith Wealth Management Winston-Salem, North Carolina	$25.2M	+$2.11M	5	6.05%	Increased
1539	Hollencrest Capital Management Newport Beach, California	$25.2M	+$1.86M	7	3.3%	Increased
1540	Oxbow Advisors Austin, Texas	$25.2M	+$554K	6	5.13%	Increased
1541	Mitchell Capital Management Leawood, Kansas	$25.2M	-$4.96M	5	9.09%	Reduced
1542	CANC Culbertson A N & Co Charlottesville, Virginia	$25.1M	-$809K	6	7.52%	Reduced
1543	Anderson Hoagland & Co St Louis, Missouri	$25.1M	+$1.71M	5	14.45%	Increased
1544	Carroll Financial Associates Charlotte, North Carolina	$25.1M	-$299K	14	2.76%	Reduced
1545	John G. Ullman & Associates Corning, New York	$25.1M	+$1.75M	5	4.84%	Increased
1546	PM Capital Sydney, Australia	$25.1M	+$80.6K	1	4.52%	Increased
1547	Ardsley Advisory Partners Stamford, Connecticut	$25M	+$10.5M	3	3.75%	Increased
1548	HighPoint Advisor Group Downers Grove, Illinois	$25M	+$1.75M	8	6.87%	Increased
1549	AE Wealth Management Topeka, Kansas	$25M	+$7.83M	9	1.93%	Increased
1550	Maple Rock Capital Partners Toronto, Ontario, Canada	$24.9M	+$2.94M	1	6.2%	Increased