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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	Ostrum Asset Management Paris, France	$27.8M	-$7.23M	5	13.91%	Reduced
1627	EFG Asset Management (Americas) Miami, Florida	$27.8M	-$2.05M	6	8.37%	Reduced
1628	RIA RPG Investment Advisory Pleasanton, California	$27.8M	-$2.98M	8	6.59%	Reduced
1629	American Investment Services Great Barrington, Massachusetts	$27.7M	+$271K	4	8.7%	Increased
1630	Royce & Associates New York	$27.7M	+$10.1M	5	0.26%	Increased
1631	Security National Trust Wheeling, West Virginia	$27.7M	+$105K	8	8.68%	Increased
1632	Wilsey Asset Management San Diego, California	$27.7M	-$8.41M	1	10.86%	Reduced
1633	HBK Investments Dallas, Texas	$27.6M	+$21.2M	5	0.35%	Increased
1634	SCP Investment Orinda, California	$27.6M	+$5.47M	2	15.06%	Increased
1635	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$27.5M	-$163K	5	3.67%	Reduced
1636	Smithfield Trust Pittsburgh, Pennsylvania	$27.4M	+$5.22M	14	2.72%	Increased
1637	PI Pennant Investors Summit, New Jersey	$27.4M	$0	2	9.65%	Maintained
1638	Zevin Asset Management Boston, Massachusetts	$27.4M	+$272K	6	8.82%	Increased
1639	Dakota Wealth Management Palm Beach Gardens, Florida	$27.4M	+$2.25M	6	4.71%	Increased
1640	Loews Corp New York	$27.3M	-$2.95M	5	0.21%	Reduced
1641	Greenlea Lane Capital Management Weston, Connecticut	$27.3M	$0	1	15.9%	Maintained
1642	GC Gruss & Co West Palm Beach, Florida	$27.3M	-$847K	4	33.15%	Reduced
1643	Ironwood Investment Counsel Scottsdale, Arizona	$27.2M	-$385K	7	10.04%	Reduced
1644	WBI Investments Red Bank, New Jersey	$27.2M	+$18.4M	3	2.58%	Increased
1645	Duff & Phelps Investment Management Chicago, Illinois	$27.2M	+$163K	6	0.37%	Increased
1646	Capital Investment Counsel Inc Raleigh, North Carolina	$27.2M	+$613K	9	9.63%	Increased
1647	Gradient Investments Arden Hills, Minnesota	$27.2M	+$5.39M	14	1.33%	Increased
1648	Chemung Canal Trust Elmira, New York	$27.2M	-$5.64M	5	6.61%	Reduced
1649	Prospera Financial Services Dallas, Texas	$27.2M	+$2.26M	8	2.79%	Increased
1650	Lunia Capital Dallas, Texas	$27.1M	+$10.4M	3	9.34%	Increased