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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	Wealth Enhancement Advisory Services Plymouth, Minnesota	$35.4M	-$12.5M	5	0.93%	Reduced
1727	Citizens Business Bank Ontario, California	$35.4M	-$587K	7	6.02%	Reduced
1728	Cypress Asset Management Houston, Texas	$35.4M	-$2.03M	5	11.04%	Reduced
1729	ARMC American Research & Management Company Marion, Massachusetts	$35.4M	+$170K	7	10.32%	Increased
1730	Winch Advisory Services Appleton, Wisconsin	$35.3M	-$444K	11	14.97%	Reduced
1731	Foster & Motley Cincinnati, Ohio	$35.3M	-$2.05M	5	4.16%	Reduced
1732	Forvis Mazars Wealth Advisors Springfield, Missouri	$35.3M	+$660K	7	2.05%	Increased
1733	Mirador Capital Partners Pleasanton, California	$35.3M	+$5.65M	8	10.99%	Increased
1734	Capital Impact Advisors Boston, Massachusetts	$35.1M	-$3.78M	5	10.41%	Reduced
1735	Intellectus Partners San Francisco, California	$35M	-$4.66M	7	13.22%	Reduced
1736	Moseley Investment Management Bradenton, Florida	$35M	-$629K	8	24.9%	Reduced
1737	Parsifal Capital Management Greenwich, Connecticut	$35M	+$31.3M	1	6.24%	New
1738	Thames Capital Management Roseland, New Jersey	$34.9M	+$1M	3	12.32%	Increased
1739	Crystal Rock Capital Management Bannockburn, Illinois	$34.9M	-$4.51M	5	22.02%	Reduced
1740	Renaissance Investment Group Lenox, Massachusetts	$34.9M	+$552K	5	11.6%	Increased
1741	BOK Financial Private Wealth Denver, Colorado	$34.8M	-$2.03M	5	3.63%	Reduced
1742	Auxano Advisors Bellevue, Washington	$34.8M	-$1.22M	6	26.94%	Reduced
1743	PI Pennant Investors Summit, New Jersey	$34.8M	-$10.8M	3	12.64%	Reduced
1744	Exchange Capital Management Ann Arbor, Michigan	$34.8M	-$322K	5	8.8%	Reduced
1745	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$34.7M	-$11M	1	8.96%	Reduced
1746	CC Codex Capital New York	$34.7M	+$34.2M	6	22.32%	New
1747	NKCFO LLC Geneva, Illinois	$34.6M	-$4.44M	5	15.03%	Reduced
1748	Concourse Financial Group Securities Birmingham, Alabama	$34.6M	+$2.37M	18	3.01%	Increased
1749	JLB & Associates Plymouth, Michigan	$34.6M	-$1.86M	2	6.36%	Reduced
1750	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$34.6M	-$653K	6	5.31%	Reduced