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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
1676	Capital Planning Advisors Roseville, California	$15.1M	-$187K	4	7.45%	Reduced
1677	Atlantic Union Bankshares Glen Allen, Virginia	$15.1M	+$268K	6	5.38%	Increased
1678	Summit Partners Public Asset Management Boston, Massachusetts	$15.1M	-$15M	1	2.93%	Reduced
1679	Evanson Asset Management Carmel, California	$15.1M	+$153K	6	3.72%	Increased
1680	Lawson Kroeker Investment Management Omaha, Nebraska	$15M	-$659K	4	5.09%	Reduced
1681	Argyle Capital Management Center Valley, Pennsylvania	$15M	-$21K	4	6.11%	Reduced
1682	CL CIM LLC Albany, New York	$14.9M	-$663K	4	6.74%	Reduced
1683	Sargent Bickham Lagudis Boulder, Colorado	$14.9M	-$107K	9	1.93%	Reduced
1684	PWW Pettyjohn Wood & White Lynchburg, Virginia	$14.9M	+$93.2K	4	5.53%	Increased
1685	Prospector Partners Guilford, Connecticut	$14.8M	-$1.99M	1	2.26%	Reduced
1686	Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$14.8M	-$20.9M	1	7.51%	Reduced
1687	Sowell Financial Services North Little Rock, Arkansas	$14.8M	+$392K	4	4.36%	Increased
1688	Sigma Investment Counselors Northville, Michigan	$14.7M	+$14.6K	4	2.35%	Increased
1689	First Fiduciary Investment Counsel Cleveland, Ohio	$14.7M	+$1.24M	1	2.85%	Increased
1690	Legacy Private Trust Neenah, Wisconsin	$14.7M	+$1.19M	5	1.89%	Increased
1691	Analyst IMS Investment Management Services Tel-Aviv, Israel	$14.7M	-$228K	7	5.74%	Reduced
1692	North Star Investment Management Chicago, Illinois	$14.7M	-$690K	11	2.02%	Reduced
1693	Schnieders Capital Management Pasadena, California	$14.7M	+$285K	7	7.03%	Increased
1694	Noesis Capital Mangement Boca Raton, Florida	$14.7M	+$628K	6	5.59%	Increased
1695	TBA Train Babcock Advisors New York	$14.6M	-$1.4M	6	6.56%	Reduced
1696	Old Second National Bank of Aurora Aurora, Illinois	$14.6M	-$309K	8	6.51%	Reduced
1697	Blue Chip Partners Farmington Hills, Michigan	$14.5M	+$92.7K	4	5.5%	Increased
1698	Abbrea Capital Greenbrae, California	$14.5M	+$3.56M	6	5.92%	Increased
1699	HBK Investments Dallas, Texas	$14.5M	+$5.66M	3	0.12%	Increased
1700	New England Asset Management Farmington, Connecticut	$14.4M	+$1.24M	4	0.24%	Increased