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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	Biondo Investment Advisors Milford, Pennsylvania	$56.2M	-$258K	3	9.65%	Reduced
1602	Dixon Hubard Feinour & Brown Roanoke, Virginia	$56.2M	-$4.3M	5	11.91%	Reduced
1603	CANC Culbertson A N & Co Charlottesville, Virginia	$56.1M	+$623K	6	11.49%	Increased
1604	Taikang Asset Management (HK) Hong Kong	$56.1M	-$17M	5	11.39%	Reduced
1605	Intrust Bank Wichita, Kansas	$56.1M	+$2.05M	8	7.43%	Increased
1606	Broad Run Investment Management Arlington, Virginia	$55.9M	-$2.91M	2	3.58%	Reduced
1607	Anchor Investment Management Columbia, South Carolina	$55.9M	-$1.28M	15	7.78%	Reduced
1608	City Holding Co Charleston, West Virginia	$55.8M	+$181K	8	9.54%	Increased
1609	V Wealth Advisors Overland Park, Kansas	$55.8M	-$1.31M	11	8.63%	Reduced
1610	JCIC Asset Management Toronto, Ontario, Canada	$55.7M	-$3.2M	6	18.3%	Reduced
1611	Thompson Investment Management Madison, Wisconsin	$55.6M	-$1.61M	6	8.3%	Reduced
1612	Pacific Heights Asset Management San Francisco, California	$55.5M	$0	1	5.26%	Maintained
1613	Campbell Capital Management Miami, Florida	$55.4M	-$468K	3	24.27%	Reduced
1614	SHCM Shelter Haven Capital Management Summit, New Jersey	$55.2M	+$36.9M	1	17.56%	Increased
1615	Susquehanna International Group (Ireland) Dublin, Ireland	$55.1M	+$33.6M	5	13.23%	Increased
1616	Shufro Rose & Co New York	$55.1M	-$557K	7	4.32%	Reduced
1617	SRFM Shannon River Fund Management New York	$55.1M	+$43.9M	1	3.88%	New
1618	Greenlea Lane Capital Management Weston, Connecticut	$55M	$0	2	17.97%	Maintained
1619	Concourse Financial Group Securities Birmingham, Alabama	$54.9M	-$23K	20	3.36%	Reduced
1620	Sabal Trust St. Petersburg, Florida	$54.9M	-$639K	6	3.93%	Reduced
1621	Allworth Financial Folsom, California	$54.8M	+$13.2M	22	0.91%	Increased
1622	Mengis Capital Management Portland, Oregon	$54.7M	-$547K	7	11.5%	Reduced
1623	EC EMS Capital New York	$54.7M	-$70.1M	1	4.82%	Reduced
1624	CRB Chad R. Baker	$54.6M	$0	4	12.25%	Maintained
1625	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$54M	-$20.7M	16	6.99%	Reduced