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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
1651	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$12.9M	+$647K	4	12.71%	Increased
1652	Sprott Inc Toronto, Ontario, Canada	$12.9M	-$8.2M	1	0.46%	Reduced
1653	Managed Asset Portfolios Rochester, Michigan	$12.8M	+$81.3K	1	5.4%	Increased
1654	Fagan Associates Troy, New York	$12.8M	+$1.12M	4	7.84%	Increased
1655	PAM Princeton Alpha Management Princeton Junction, New Jersey	$12.8M	+$7.03M	9	2.4%	Increased
1656	Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$12.8M	-$65K	1	4.78%	Reduced
1657	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$12.8M	-$516K	6	5.48%	Reduced
1658	Ancora Advisors Cleveland, Ohio	$12.8M	+$27.8K	7	1.29%	Increased
1659	MSWM Mader & Shannon Wealth Management Kansas City, Missouri	$12.7M	+$11.9M	2	9.68%	New
1660	CIM CIM Investment Management Pittsburgh, Pennsylvania	$12.7M	+$529K	7	4.85%	Increased
1661	TCM Texan Capital Management Houston, Texas	$12.7M	-$1.28M	5	5.99%	Reduced
1662	Mitchell Capital Management Leawood, Kansas	$12.7M	-$3.57M	3	4.75%	Reduced
1663	PM Penbrook Management New York	$12.7M	-$43.2K	5	13.68%	Reduced
1664	Laffer Tengler Investments Nashville, Tennessee	$12.6M	+$49.6K	2	3.51%	Increased
1665	QI Quotient Investors New York	$12.6M	-$3.7M	7	8.16%	Reduced
1666	Forte Capital Rochester, New York	$12.6M	-$60.3K	8	4.79%	Reduced
1667	Schnieders Capital Management Pasadena, California	$12.6M	+$129K	7	7.05%	Increased
1668	Carrhae Capital London, United Kingdom	$12.6M	-$9.3M	1	9.77%	Reduced
1669	MCM McMillion Capital Management Greensboro, North Carolina	$12.6M	+$230K	3	9.4%	Increased
1670	TCI Wealth Advisors Tucson, Arizona	$12.5M	-$114K	10	6.82%	Reduced
1671	CCM Crossvault Capital Management San Antonio, Texas	$12.5M	+$3.08M	4	8.73%	Increased
1672	Clearline Capital New York	$12.5M	+$11.7M	1	3.91%	New
1673	Alley Company Lake Forest, Illinois	$12.5M	+$157K	5	5.58%	Increased
1674	RJA Robshaw & Julian Associates Williamsville, New York	$12.5M	-$135K	3	9.27%	Reduced
1675	MA Menlo Advisors Menlo Park, California	$12.4M	-$26.1K	3	9.92%	Reduced