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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	Pathstone Family Office Englewood, New Jersey	$48.6M	-$4.92M	16	1.99%	Reduced
1577	Capco Asset Management Tampa, Florida	$48.5M	-$965K	2	16.7%	Reduced
1578	First Merchants Corp Muncie, Indiana	$48.4M	+$485K	6	3.33%	Increased
1579	Addenda Capital Montreal, Quebec, Canada	$48.3M	-$583K	4	3.04%	Reduced
1580	Ironwood Investment Counsel Scottsdale, Arizona	$48.2M	+$1.27M	8	10.95%	Increased
1581	SA Strategic Advisors New York	$48.1M	+$2.07M	7	13.91%	Increased
1582	Rossmore Private Capital Glastonbury, Connecticut	$48.1M	-$642K	6	9.75%	Reduced
1583	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$48M	-$1.66M	5	7.28%	Reduced
1584	Iron Gate Global Advisors Nsl, Utah	$48M	-$615K	5	17.69%	Reduced
1585	PP Professional Planning Thousand Oaks, California	$47.8M	+$34.6M	8	19.31%	Increased
1586	BCM Bares Capital Management Austin, Texas	$47.7M	-$12.1M	1	0.88%	Reduced
1587	Nightview Capital Austin, Texas	$47.7M	-$6.38M	2	11.33%	Reduced
1588	NBT Bank Norwich, New York	$47.7M	-$974K	6	7.26%	Reduced
1589	Governors Lane New York	$47.7M	+$7.14M	1	4.04%	Increased
1590	DVF Discovery Value Fund Singapore	$47.7M	+$52.2M	1	1.12%	Increased
1591	HughesLittle Investment Management Vancouver,	$47.6M	$0	1	13.73%	Maintained
1592	Courier Capital Buffalo, New York	$47.6M	-$283K	6	5.16%	Reduced
1593	Edgestream Partners Princeton, New Jersey	$47.6M	+$27.3M	6	2.39%	Increased
1594	Wealth Enhancement Advisory Services Plymouth, Minnesota	$47.5M	+$13.9M	4	1.07%	Increased
1595	Alpine Woods Capital Investors Purchase, New York	$47.5M	+$2.95M	9	5.79%	Increased
1596	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$47.4M	-$1.9M	6	11.36%	Reduced
1597	Guardian Capital (Canada) Toronto, Ontario, Canada	$47.4M	+$415K	4	1.1%	Increased
1598	Bellevue Asset Management Bellevue, Washington	$47.3M	-$790K	13	28.93%	Reduced
1599	Rubric Capital Management (New York) New York	$47.1M	+$9.41M	1	3.46%	Increased
1600	WCM Woodson Capital Management Greenwich, Connecticut	$47.1M	+$1.04M	2	3.06%	Increased