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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
1726	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$10.6M	+$271K	6	3.56%	Increased
1727	AAA Adams Asset Advisors Dallas, Texas	$10.6M	$0	4	1.99%	Maintained
1728	Alley Company Lake Forest, Illinois	$10.5M	+$2.27M	5	5.05%	Increased
1729	Cheviot Value Management Beverly Hills, California	$10.5M	-$335K	1	6.72%	Reduced
1730	Beaumont Financial Advisors Needham, Massachusetts	$10.5M	-$1.2M	5	1.71%	Reduced
1731	TCM Tradition Capital Management Summit, New Jersey	$10.5M	-$2.13M	4	3.49%	Reduced
1732	AAM Autus Asset Management Scottsdale, Arizona	$10.5M	-$396K	5	2.54%	Reduced
1733	SCM Sterneck Capital Management Kansas City, Missouri	$10.5M	-$1.22M	5	7.36%	Reduced
1734	Alta Park Capital San Francisco, California	$10.5M	-$9.9M	4	15.1%	Reduced
1735	Novare Capital Management Charlotte, North Carolina	$10.4M	+$1.53M	2	2.93%	Increased
1736	Sequoia Financial Advisors Akron, Ohio	$10.4M	-$935K	6	3.36%	Reduced
1737	ProVise Management Group Clearwater, Florida	$10.4M	+$1.47M	6	2.13%	Increased
1738	Oakworth Capital Birmingham, Alabama	$10.4M	+$1.57M	9	4.15%	Increased
1739	Joel Isaacson & Co New York	$10.4M	-$250K	10	2.29%	Reduced
1740	RCM Reynolds Capital Management Las Vegas, Nevada	$10.4M	-$5.25M	5	17.98%	Reduced
1741	Fiduciary Trust International Lincoln, Massachusetts	$10.4M	+$159K	4	3.4%	Increased
1742	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$10.3M	+$27K	4	7.17%	Increased
1743	CPA Court Place Advisors Ellicott City, Maryland	$10.3M	-$45.6K	4	6.36%	Reduced
1744	Fagan Associates Troy, New York	$10.3M	+$3.69M	3	6.82%	Increased
1745	Vantage Investment Partners Kansas City, Missouri	$10.3M	-$10.9K	1	1.22%	Reduced
1746	Forte Capital Rochester, New York	$10.3M	+$340K	8	4.52%	Increased
1747	VEPM Vista Equity Partners Management San Francisco, California	$10.3M	+$5.64M	2	5.57%	Increased
1748	ACM Arrow Capital Management New York	$10.3M	+$1.19M	1	11.38%	Increased
1749	Hennessy Advisors Inc Novato, California	$10.2M	-$2.16M	1	0.31%	Reduced
1750	KLCM Advisors Milwaukee, Wisconsin	$10.2M	+$7.84M	1	3.55%	Increased