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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	M.D. Sass LLC New York	$28.1M	-$1.29M	3	4.47%	Reduced
1577	FBP Flippin Bruce & Porter Lynchburg, Virginia	$28M	+$555K	2	5.01%	Increased
1578	Buckingham Capital Management (Ohio) Dayton, Ohio	$28M	+$1.37M	4	5.49%	Increased
1579	Fuller & Thaler Asset Management San Mateo, California	$27.9M	+$4.76M	6	0.35%	Increased
1580	HBK Sorce Advisory Erie, Pennsylvania	$27.9M	+$1000K	8	2.79%	Increased
1581	Timber Creek Capital Management Boston, Massachusetts	$27.9M	+$843K	6	18.8%	Increased
1582	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$27.9M	+$313K	4	8.15%	Increased
1583	Exchange Capital Management Ann Arbor, Michigan	$27.9M	+$845K	5	7.82%	Increased
1584	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$27.9M	+$327K	9	2.47%	Increased
1585	Laurel Wealth Advisors (California) Solana Beach, California	$27.9M	+$852K	7	6.86%	Increased
1586	Community Bank Dewitt, New York	$27.8M	-$338K	8	5.62%	Reduced
1587	JLB & Associates Plymouth, Michigan	$27.8M	-$230K	2	5.87%	Reduced
1588	Lombard Odier Asset Management (USA) New York	$27.8M	+$5.02M	2	2.28%	Increased
1589	Atria Investments Charlotte, North Carolina	$27.7M	-$15M	10	1.17%	Reduced
1590	MIG Capital Newport Beach, California	$27.7M	-$23.8M	2	3.76%	Reduced
1591	CCM Cohen Capital Management Corte Madera, California	$27.7M	-$4.99K	5	6.67%	Reduced
1592	Shaolin Capital Management Miami, Florida	$27.7M	+$27.5M	1	5.09%	New
1593	Horiko Capital Management New York	$27.7M	+$2.24M	3	22.79%	Increased
1594	RiverPark Advisors New York	$27.7M	-$1.95M	5	12.01%	Reduced
1595	Center Lake Capital Management West Palm Beach, Florida	$27.6M	+$1M	2	15.33%	Increased
1596	Strategic Global Advisors Newport Beach, California	$27.6M	+$18.5M	8	5.81%	Increased
1597	Sitrin Capital Management Century City, California	$27.6M	+$5.29M	4	14.82%	Increased
1598	Hillman Company Pittsburgh, Pennsylvania	$27.6M	-$28.6M	1	12.21%	Reduced
1599	Avantax Advisory Services Dallas, Texas	$27.5M	+$2.56M	7	1.46%	Increased
1600	Cohen & Steers New York	$27.4M	-$34.6M	5	0.08%	Reduced