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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	Avalon Global Asset Management San Francisco, California	$12.5M	-$1.05M	3	10.29%	Reduced
1727	Evergreen Capital Management Bellevue, Washington	$12.5M	+$161K	4	2.42%	Increased
1728	M Holdings Securities Portland, Oregon	$12.5M	+$2.39M	7	4.32%	Increased
1729	GCM Gabalex Capital Management New York	$12.4M	$0	1	4.2%	Maintained
1730	WCM Weik Capital Management Wyomissing, Pennsylvania	$12.4M	-$100K	4	6.95%	Reduced
1731	Buckingham Capital Management (Ohio) Dayton, Ohio	$12.4M	-$67.4K	3	3.08%	Reduced
1732	AA Antipodean Advisors New York	$12.3M	-$3.84M	1	4.94%	Reduced
1733	Sequoia Financial Advisors Akron, Ohio	$12.3M	+$1.14M	6	1.76%	Increased
1734	Avantax Planning Partners Dubuque, Iowa	$12.2M	+$12M	6	1.3%	New
1735	Legacy Private Trust Neenah, Wisconsin	$12.2M	+$1.22M	5	1.66%	Increased
1736	Alley Company Lake Forest, Illinois	$12.2M	-$58.7K	5	5.36%	Reduced
1737	FPA Fieldpoint Private Advisors New York	$12.2M	+$98.2K	3	8.02%	Increased
1738	Private Capital Advisors Darien, Connecticut	$12.1M	+$1.07M	6	4.15%	Increased
1739	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$12.1M	+$7.05M	1	0.84%	Increased
1740	Oakworth Capital Birmingham, Alabama	$12.1M	+$486K	11	3.98%	Increased
1741	Strategic Financial Services Utica, New York	$12.1M	-$229K	4	2.32%	Reduced
1742	Affinity Wealth Management Wilmington, Delaware	$12.1M	+$11.1M	4	6.84%	Increased
1743	Penobscot Investment Management Boston, Massachusetts	$12.1M	-$216K	6	4.18%	Reduced
1744	GHP Investment Advisors Denver, Colorado	$12.1M	+$1.33M	6	2.25%	Increased
1745	Leavell Investment Management Mobile, Alabama	$12M	-$1.68M	6	1.65%	Reduced
1746	CAIMH Central Asset Investments & Management Holdings Hong Kong	$12M	-$28M	5	11.26%	Reduced
1747	Frontier Capital Management Boston, Massachusetts	$12M	-$2.72M	1	0.09%	Reduced
1748	Intrust Bank Wichita, Kansas	$11.9M	+$163K	7	4.52%	Increased
1749	KCP Kenmare Capital Partners New York	$11.9M	+$2.1M	1	9.05%	Increased
1750	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$11.9M	-$470K	2	11.15%	Reduced