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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	Auxier Asset Management Aurora, Oregon	$22.9M	-$1.73M	5	5.1%	Reduced
1627	Oak Grove Capital North Hampton, New Hampshire	$22.9M	+$3.79M	5	20.44%	Increased
1628	BCM Bluefin Capital Management New York	$22.9M	+$13M	3	2.32%	Increased
1629	SignatureFD Atlanta, Georgia	$22.8M	+$1.77M	15	2.13%	Increased
1630	Canal Insurance Company Greenville, South Carolina	$22.8M	$0	2	8.46%	Maintained
1631	Sowell Financial Services North Little Rock, Arkansas	$22.8M	-$7.63M	6	3.23%	Reduced
1632	Covenant Asset Management Chester, New Jersey	$22.8M	$0	5	11.5%	Maintained
1633	Buckingham Capital Management (Ohio) Dayton, Ohio	$22.8M	+$571K	4	5%	Increased
1634	SC Shellback Capital Boston, Massachusetts	$22.8M	-$16.7M	2	4.12%	Reduced
1635	PTB Pioneer Trust Bank Salem, Oregon	$22.8M	+$590K	5	10.98%	Increased
1636	RCM Ratan Capital Management Miami Beach, Florida	$22.8M	+$12.5M	4	20.38%	Increased
1637	Oribel Capital Management New York	$22.8M	-$18.6M	3	9.26%	Reduced
1638	USA Financial Formulas Ada, Michigan	$22.7M	-$5.15M	5	5.66%	Reduced
1639	Kovack Advisors Ft. Lauderdale, Florida	$22.7M	+$1.96M	8	6.65%	Increased
1640	B. Riley Wealth Management Memphis, Tennessee	$22.7M	+$6.38M	7	4.77%	Increased
1641	Peak Asset Management Louisville, Colorado	$22.7M	+$707K	6	8.52%	Increased
1642	Vigilant Capital Management Portland, Maine	$22.7M	-$670K	9	3.59%	Reduced
1643	FBP Flippin Bruce & Porter Lynchburg, Virginia	$22.7M	+$1.24M	2	4.45%	Increased
1644	Private Trust Company Cleveland, Ohio	$22.6M	+$132K	6	5.38%	Increased
1645	SC Salzman & Co Pittsford, New York	$22.6M	+$23.4M	3	20.62%	New
1646	Strategy Capital Los Altos, California	$22.6M	+$24.3M	3	24.64%	New
1647	Rampart Investment Management Hartford, Connecticut	$22.5M	-$34.5M	10	6.26%	Reduced
1648	WDA Wendell David Associates Portsmouth, New Hampshire	$22.5M	-$132K	6	4.05%	Reduced
1649	6 Meridian Wichita, Kansas	$22.5M	-$772K	3	2.57%	Reduced
1650	Capital Investment Counsel Inc Raleigh, North Carolina	$22.4M	+$644K	8	9.76%	Increased