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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	WCP Welch Capital Partners Harrison, New York	$19.8M	-$5.51M	3	7.04%	Reduced
1677	Guinness Asset Management London, United Kingdom	$19.7M	+$1.02M	2	4.13%	Increased
1678	Northeast Financial Consultants Westport, Connecticut	$19.7M	+$1.9M	6	6.53%	Increased
1679	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$19.6M	+$99.3K	4	5.55%	Increased
1680	Van Hulzen Asset Management El Dorado Hills, California	$19.6M	+$7.04M	6	5.96%	Increased
1681	MC Muhlenkamp & Co Wexford, Pennsylvania	$19.6M	-$209K	1	5.78%	Reduced
1682	GCM GoodHaven Capital Management Millburn, New Jersey	$19.5M	-$645K	2	9.58%	Reduced
1683	SA Strategic Advisors New York	$19.5M	+$882K	7	7.97%	Increased
1684	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$19.5M	+$272K	6	8.98%	Increased
1685	SNT Security National Trust Wheeling, West Virginia	$19.5M	-$606K	8	6.27%	Reduced
1686	North Growth Management Vancouver, British Columbia, Canada	$19.4M	+$18.6M	1	5.09%	New
1687	HBK Sorce Advisory Erie, Pennsylvania	$19.4M	+$2.8M	7	2.28%	Increased
1688	WCM Woodson Capital Management Greenwich, Connecticut	$19.3M	-$7.9M	3	8.14%	Reduced
1689	Gladstone Capital Management London, United Kingdom	$19.3M	-$2.38M	1	11.15%	Reduced
1690	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$19.3M	+$826K	7	8.11%	Increased
1691	Hancock Whitney Gulfport, Mississippi	$19.3M	-$689K	6	0.8%	Reduced
1692	CCC Chelsea Counsel Company Los Angeles, California	$19.3M	-$2.32M	6	10.29%	Reduced
1693	1834 Investment Advisors Milwaukee, Wisconsin	$19.3M	+$2.87M	8	3.03%	Increased
1694	Oakworth Capital Birmingham, Alabama	$19.3M	+$673K	10	4.53%	Increased
1695	Carson Wealth (CWM LLC) Omaha, Nebraska	$19.2M	-$613K	13	0.85%	Reduced
1696	Connable Office Inc Kalamazoo, Michigan	$19.2M	-$944K	6	3.74%	Reduced
1697	LA Lynch & Associates Newburgh, Indiana	$19.2M	+$542K	3	7.19%	Increased
1698	Vident Investment Advisory Alpharetta, Georgia	$19.2M	-$1.87M	11	0.86%	Reduced
1699	Buckingham Capital Management (Ohio) Dayton, Ohio	$19.1M	+$511K	3	4.01%	Increased
1700	PSC Prentiss Smith & Co Brattleboro, Vermont	$19.1M	-$1.41M	9	9.32%	Reduced