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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
1601	Kelly Lawrence W & Associates Pasadens, California	$32.4M	-$462K	6	5.08%	Reduced
1602	TCV Trust & Wealth Management Richmond, Virginia	$32.4M	-$940K	6	3.93%	Reduced
1603	CC ClearArc Capital Cincinnati, Ohio	$32.3M	-$12.7M	7	12.57%	Reduced
1604	Minneapolis Portfolio Management Group Wayzata, Minnesota	$32.3M	-$936K	1	3.72%	Reduced
1605	Portland Hill Asset Management London, United Kingdom	$32.2M	-$23.8M	4	32.72%	Reduced
1606	Ipswich Investment Management Beverly, Massachusetts	$32.2M	-$491K	7	9.46%	Reduced
1607	Financial Advocates Investment Management Olympia, Washington	$32.2M	-$7.4M	8	3.43%	Reduced
1608	Crosslink Capital Menlo Park, California	$32.2M	+$21.2M	2	7.31%	Increased
1609	ARMC American Research & Management Company Marion, Massachusetts	$32.1M	-$511K	6	9.52%	Reduced
1610	Stonebridge Capital Management Los Angeles, California	$32.1M	-$112K	6	14.03%	Reduced
1611	Empirical Wealth Management Seattle, Washington	$32M	+$292K	9	3.52%	Increased
1612	JLB & Associates Plymouth, Michigan	$31.8M	-$424K	2	5.85%	Reduced
1613	Royce & Associates New York	$31.8M	-$598K	5	0.28%	Reduced
1614	SAM Scopus Asset Management New York	$31.8M	-$44.2M	1	1.04%	Reduced
1615	CC Carve Capital Stockholm, Sweden	$31.8M	-$4.87M	1	59.62%	Reduced
1616	Laurel Wealth Advisors (California) Solana Beach, California	$31.7M	-$5.76M	7	5.32%	Reduced
1617	Burleson & Co Petaluma, California	$31.7M	+$1.08M	7	8.88%	Increased
1618	Steginsky Capital Port Washington, New York	$31.5M	+$102K	2	18.21%	Increased
1619	Crossvault Capital Management San Antonio, Texas	$31.5M	-$971K	4	13.8%	Reduced
1620	Wilsey Asset Management San Diego, California	$31.4M	$0	1	11.37%	Maintained
1621	Sloane Robinson London, United Kingdom	$31.3M	-$16.6M	1	12.08%	Reduced
1622	Mengis Capital Management Portland, Oregon	$31.2M	-$66K	6	8.59%	Reduced
1623	Community Bank Dewitt, New York	$31.2M	-$138K	6	5.49%	Reduced
1624	Boothbay Fund Management New York	$31.2M	-$6.14M	6	2.71%	Reduced
1625	Affinity Wealth Management Wilmington, Delaware	$31.2M	+$288K	4	11.53%	Increased