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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
1626	WCM Woodson Capital Management Greenwich, Connecticut	$16.8M	-$1.3M	3	9.65%	Reduced
1627	Martin & Co Knoxville, Tennessee	$16.8M	+$149K	5	5.19%	Increased
1628	Forte Capital Rochester, New York	$16.8M	+$117K	8	5.54%	Increased
1629	Managed Asset Portfolios Rochester, Michigan	$16.8M	+$458K	1	5.53%	Increased
1630	TPC Tiger Pacific Capital New York	$16.7M	$0	1	12.38%	Maintained
1631	UFF USA Financial Formulas Ada, Michigan	$16.7M	+$75K	5	4.03%	Increased
1632	American Assets Investment Management San Diego, California	$16.7M	-$421K	5	3.46%	Reduced
1633	PTB Pioneer Trust Bank Salem, Oregon	$16.7M	+$190K	5	9.23%	Increased
1634	Kopernik Global Investors Tampa, Florida	$16.6M	-$7.78M	1	3.48%	Reduced
1635	RCM Raging Capital Management Rocky Hill, New Jersey	$16.6M	-$11.1M	1	3.12%	Reduced
1636	CAM Capco Asset Management Tampa, Florida	$16.5M	$0	1	14.45%	Maintained
1637	NI Nepsis Inc Minneapolis, Minnesota	$16.5M	+$6.43M	4	8.13%	Increased
1638	LA Lynch & Associates Newburgh, Indiana	$16.5M	+$157K	3	6.5%	Increased
1639	Summit Partners Public Asset Management Boston, Massachusetts	$16.5M	$0	1	2.25%	Maintained
1640	LGC Laurel Grove Capital Los Angeles, California	$16.4M	+$138K	5	8.69%	Increased
1641	BC Bruce & Co Chicago, Illinois	$16.4M	$0	1	3.74%	Maintained
1642	Beaumont Financial Advisors Needham, Massachusetts	$16.3M	+$1.93M	6	2.12%	Increased
1643	Evanson Asset Management Carmel, California	$16.3M	+$50.2K	6	3.76%	Increased
1644	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$16.2M	+$96.3M	4	6.36%	Increased
1645	Sowell Financial Services North Little Rock, Arkansas	$16.2M	+$834K	4	4.6%	Increased
1646	Spinnaker Trust Portland, Maine	$16.2M	-$666K	6	2.02%	Reduced
1647	Next Century Growth Investors Plymouth, Minnesota	$16.1M	-$2.87M	4	1.55%	Reduced
1648	Quantbot Technologies New York	$16.1M	-$10.2M	8	1.52%	Reduced
1649	Brian C. Broderick	$16.1M	-$115K	4	5.97%	Reduced
1650	Legacy Private Trust Neenah, Wisconsin	$16.1M	+$496K	5	2.04%	Increased