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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
1576	Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$22.5M	-$2.76M	6	2.13%	Reduced
1577	VST Van Strum & Towne San Francisco, California	$22.5M	-$1.07M	5	14.96%	Reduced
1578	SMI Shelter Mutual Insurance Columbia, Missouri	$22.5M	$0	2	6.7%	Maintained
1579	CCM Cohen Capital Management Corte Madera, California	$22.5M	$0	6	5.23%	Maintained
1580	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$22.4M	+$5.23M	4	14.46%	Increased
1581	RCM Raging Capital Management Rocky Hill, New Jersey	$22.4M	+$26.7M	1	3.04%	New
1582	AP Archon Partners Princeton Junction, New Jersey	$22.4M	+$9.9M	2	4.88%	Increased
1583	Duff & Phelps Investment Management Chicago, Illinois	$22.4M	-$137K	6	0.32%	Reduced
1584	SI Salesforce Inc San Francisco, California	$22.3M	+$26.2M	2	100%	New
1585	Addenda Capital Montreal, Quebec, Canada	$22.3M	-$1.34M	3	1.54%	Reduced
1586	6 Meridian Wichita, Kansas	$22.2M	+$21.7M	2	2.57%	New
1587	Hudson Valley Investment Advisors Goshen, New York	$22.2M	-$124K	4	5.49%	Reduced
1588	La Financiere de L'Echiquier Paris, France	$22.2M	-$2.56M	2	15.55%	Reduced
1589	Sowell Financial Services North Little Rock, Arkansas	$22.2M	+$2.15M	4	5.42%	Increased
1590	OCM Oakview Capital Management Dallas, Texas	$22.2M	-$8.02M	1	9.87%	Reduced
1591	Rand Wealth Baltimore, Maryland	$22.1M	-$392K	8	2.42%	Reduced
1592	FWM Frontier Wealth Management Kansas City, Missouri	$22.1M	-$673K	7	3.55%	Reduced
1593	RIM Rampart Investment Management Hartford, Connecticut	$22.1M	-$4.79M	9	8.51%	Reduced
1594	TCCM Timber Creek Capital Management Boston, Massachusetts	$22.1M	+$801K	6	13.79%	Increased
1595	ICM Intrepid Capital Management Jacksonville Beach, Florida	$22.1M	-$204K	1	8.31%	Reduced
1596	TCV Trust & Wealth Management Richmond, Virginia	$22M	-$1.04M	6	3.08%	Reduced
1597	UM Ulysses Management New York	$22M	$0	1	2.34%	Maintained
1598	Royce & Associates New York	$22M	+$2.11M	3	0.15%	Increased
1599	Gratus Capital Atlanta, Georgia	$22M	-$1.44M	4	2.86%	Reduced
1600	Biondo Investment Advisors Milford, Pennsylvania	$22M	-$84.6K	3	5.56%	Reduced