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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
1701	GAAM Guinness Atkinson Asset Management Pasadena, California	$10.7M	-$36.4K	3	6.69%	Reduced
1702	MCM Matterhorn Capital Management San Antonio, Texas	$10.7M	-$28.2K	4	6.78%	Reduced
1703	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$10.7M	-$464K	5	5.06%	Reduced
1704	CIM CIM Investment Management Pittsburgh, Pennsylvania	$10.6M	-$375K	6	4.41%	Reduced
1705	Nikko Asset Management Americas New York	$10.6M	+$809K	6	1.01%	Increased
1706	Guinness Asset Management London, United Kingdom	$10.6M	+$1.62M	3	2.92%	Increased
1707	Leuthold Group Minneapolis, Minnesota	$10.6M	+$1.2M	3	1.12%	Increased
1708	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$10.6M	+$90.4K	6	1.05%	Increased
1709	Evergreen Capital Management Bellevue, Washington	$10.6M	-$75.4K	4	2.3%	Reduced
1710	Dillon & Associates Jackson, Michigan	$10.5M	+$213K	4	4.84%	Increased
1711	Novare Capital Management Charlotte, North Carolina	$10.5M	+$912K	2	2.84%	Increased
1712	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$10.5M	$0	2	0.33%	Maintained
1713	FC FIC Capital New York	$10.5M	+$165K	5	4.98%	Increased
1714	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$10.5M	+$1.5M	4	3.39%	Increased
1715	Greenwood Gearhart Fayetteville, Arkansas	$10.5M	-$5.49M	2	4.45%	Reduced
1716	Blue Chip Partners Farmington Hills, Michigan	$10.5M	+$436K	4	4.71%	Increased
1717	STB S&T Bank Indiana, Pennsylvania	$10.5M	-$127K	1	1.71%	Reduced
1718	NCM Neumann Capital Management Foster City, California	$10.4M	-$162K	4	6.94%	Reduced
1719	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$10.4M	$0	2	7.72%	Maintained
1720	AFG American Financial Group Cincinnati, Ohio	$10.4M	$0	1	0.8%	Maintained
1721	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$10.4M	-$3.99M	4	11.11%	Reduced
1722	AMG National Trust Bank Greenwood Village, Colorado	$10.4M	-$93.7K	6	0.93%	Reduced
1723	RGI River Global Investors London, United Kingdom	$10.4M	+$4.68M	4	4.48%	Increased
1724	Scion Asset Management Saratoga, California	$10.4M	+$10.8M	1	22.82%	New
1725	SC Scholtz & Company Stamford, Connecticut	$10.4M	-$833K	3	10.68%	Reduced