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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	FVCM F&V Capital Management Boca Raton, Florida	$15.8M	-$3.61M	4	9.27%	Reduced
1702	BCM Buckhead Capital Management Atlanta, Georgia	$15.8M	-$5.56M	3	3.41%	Reduced
1703	SIM Spark Investment Management New York	$15.8M	+$11.8M	3	0.85%	Increased
1704	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$15.8M	+$2.09M	3	3.72%	Increased
1705	NorthCoast Asset Management Greenwich, Connecticut	$15.8M	-$8.37M	2	1.86%	Reduced
1706	BCA Bernzott Capital Advisors Camarillo, California	$15.8M	-$3.68M	2	2.25%	Reduced
1707	SCM Symons Capital Management Pittsburgh, Pennsylvania	$15.7M	-$335K	1	3.97%	Reduced
1708	CG Clinton Group New York	$15.7M	-$6.39M	4	1.72%	Reduced
1709	Moody National Bank Trust Division Galveston, Texas	$15.7M	-$3.82M	7	0.77%	Reduced
1710	Nuveen Fund Advisors Chicago, Illinois	$15.7M	-$3.7M	7	3.19%	Reduced
1711	Financial Architects (New Jersey) Marlton, New Jersey	$15.7M	+$1.95M	14	2.79%	Increased
1712	Blue Chip Partners Farmington Hills, Michigan	$15.6M	-$8.25K	4	5.04%	Reduced
1713	Northeast Financial Consultants Westport, Connecticut	$15.6M	+$313K	6	5.73%	Increased
1714	SH Sandia Holdings Greenwich, Connecticut	$15.6M	+$1.03M	2	6.71%	Increased
1715	AIC Argus Investors Counsel New York	$15.6M	-$2.35M	4	7.73%	Reduced
1716	Tompkins Financial Ithaca, New York	$15.6M	+$1.76M	8	3.7%	Increased
1717	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$15.6M	$0	1	10.02%	Maintained
1718	Navellier & Associates Reno, Nevada	$15.6M	-$4.05M	5	3.03%	Reduced
1719	Fiduciary Trust International Lincoln, Massachusetts	$15.6M	-$91.3K	5	4.02%	Reduced
1720	AAM Autus Asset Management Scottsdale, Arizona	$15.6M	+$623K	6	2.99%	Increased
1721	Capital Impact Advisors Boston, Massachusetts	$15.6M	+$2.17M	6	6.96%	Increased
1722	NewEdge Advisors New Orleans, Louisiana	$15.6M	+$1.48M	8	2.42%	Increased
1723	SIRP Shelter Insurance Retirement Plan Columbia, Missouri	$15.6M	-$837K	2	7.24%	Reduced
1724	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$15.5M	-$145K	8	6.47%	Reduced
1725	Sargent Bickham Lagudis Boulder, Colorado	$15.5M	-$14.7K	11	1.93%	Reduced