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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	BRC Bell Rock Capital Rehoboth Beach, Delaware	$18.4M	-$674K	7	9.92%	Reduced
1727	180 Wealth Advisors Federal Way, Washington	$18.3M	+$17.7M	7	9.33%	New
1728	NC NBW Capital Boston, Massachusetts	$18.3M	-$450K	2	4.82%	Reduced
1729	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$18.3M	-$587K	1	3.33%	Reduced
1730	Holderness Investments Company Greensboro, North Carolina	$18.3M	+$171K	7	8.98%	Increased
1731	Good Life Advisors Reading, Pennsylvania	$18.3M	+$13M	7	5.68%	Increased
1732	BC Breakline Capital New York	$18.3M	+$17.7M	4	17.85%	New
1733	SICM Sustainable Insight Capital Management New York	$18.2M	+$7.39M	4	6.91%	Increased
1734	Bridgewater Associates Westport, Connecticut	$18.2M	-$7.6M	3	0.15%	Reduced
1735	BAM Bruderman Asset Management Locust Valley, New York	$18.1M	-$1.98M	6	4.61%	Reduced
1736	FTIM Flowering Tree Investment Management Singapore	$18.1M	-$2.18M	1	10.92%	Reduced
1737	SG Swarthmore Group Philadelphia, Pennsylvania	$18.1M	+$1.17M	5	3.87%	Increased
1738	IPLA Ice Pond Lane Advisers New York	$18.1M	-$5.39M	1	12.32%	Reduced
1739	IA IPL Advisers New York	$18.1M	-$5.94M	1	11.44%	Reduced
1740	AIM Act II Management New York	$18M	+$666K	2	11.63%	Increased
1741	Sargent Bickham Lagudis Boulder, Colorado	$18M	+$274K	11	2.15%	Increased
1742	Engineers Gate Manager New York	$18M	-$5.2M	9	1.23%	Reduced
1743	Columbia Wanger Asset Management Chicago, Illinois	$17.9M	-$20.1M	1	0.27%	Reduced
1744	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$17.9M	$0	1	13.1%	Maintained
1745	CC Cipher Capital New York	$17.9M	-$3.71M	5	1.42%	Reduced
1746	PP Prospector Partners Guilford, Connecticut	$17.9M	-$463K	1	2.61%	Reduced
1747	Alley Company Lake Forest, Illinois	$17.9M	-$102K	5	6.13%	Reduced
1748	Blue Chip Partners Farmington Hills, Michigan	$17.9M	+$318K	4	5.29%	Increased
1749	TI TTP Investments San Jose, California	$17.9M	+$17.5M	3	15.98%	New
1750	SC Scholtz & Company Stamford, Connecticut	$17.9M	-$450K	3	12.96%	Reduced