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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	Keel Point Huntsville, Alabama	$29.8M	-$8.1M	8	3.85%	Reduced
1652	Wealth Enhancement Advisory Services Plymouth, Minnesota	$29.8M	+$6.91M	5	1.06%	Increased
1653	EFG Asset Management (Americas) Miami, Florida	$29.7M	-$125K	6	9.53%	Reduced
1654	Broadleaf Partners Hudson, Ohio	$29.6M	+$804K	4	19.06%	Increased
1655	SC Saybrook Capital Winston Salem, North Carolina	$29.5M	+$2.98M	3	13.58%	Increased
1656	Intrust Bank Wichita, Kansas	$29.4M	+$2.47M	6	8.21%	Increased
1657	Capital Investment Counsel Inc Raleigh, North Carolina	$29.4M	+$1.08M	9	11.86%	Increased
1658	DRW Securities Chicago, Illinois	$29.4M	-$20.1M	6	1.08%	Reduced
1659	Lathrop Investment Management Little Rock, Arkansas	$29.4M	-$2.77M	3	10.35%	Reduced
1660	TCV Trust & Wealth Management Richmond, Virginia	$29.3M	-$3.01M	6	4.82%	Reduced
1661	CRB Chad R. Baker	$29.3M	+$8.81M	4	11.38%	Increased
1662	Leavell Investment Management Mobile, Alabama	$29.3M	+$443K	6	3.39%	Increased
1663	Kore Private Wealth New York	$29.3M	+$2.37M	15	7%	Increased
1664	C Chescapmanager Baltimore, Maryland	$29.2M	-$25.4M	1	7.15%	Reduced
1665	Stonebridge Capital Management Los Angeles, California	$29.2M	-$1.1M	6	16.36%	Reduced
1666	Chemung Canal Trust Elmira, New York	$29.2M	+$902K	5	8.92%	Increased
1667	Intact Investment Management Montreal, Quebec, Canada	$29.2M	-$230K	6	1.27%	Reduced
1668	JLB & Associates Plymouth, Michigan	$29.1M	-$1.73M	2	6.91%	Reduced
1669	Cadian Capital Management New York	$29M	+$3.44M	1	1.43%	Increased
1670	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$29M	-$46M	10	3.88%	Reduced
1671	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$29M	+$2.99M	5	8.21%	Increased
1672	Telos Capital Management San Diego, California	$28.9M	+$8.53M	7	7.17%	Increased
1673	KM Kylin Management New York	$28.9M	-$27.8M	1	12.49%	Reduced
1674	James Investment Research Alpha, Ohio	$28.9M	-$7.65M	6	2.99%	Reduced
1675	Covenant Asset Management Chester, New Jersey	$28.9M	+$2.31M	6	8.71%	Increased