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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
1751	Avior Wealth Management Omaha, Nebraska	$17.9M	+$9.7M	11	4%	Increased
1752	American Assets Investment Management San Diego, California	$17.8M	-$813K	5	3.42%	Reduced
1753	Northstar Capital Management New York	$17.8M	+$17M	6	17.08%	New
1754	Heritage Trust Oklahoma City, Oklahoma	$17.8M	-$229K	8	6.38%	Reduced
1755	Capital Impact Advisors Boston, Massachusetts	$17.8M	$0	6	7.67%	Maintained
1756	ICM Asset Management Spokane, Washington	$17.7M	+$38.6K	1	19.05%	Increased
1757	Donoghue Forlines Boston, Massachusetts	$17.7M	+$283K	1	1.34%	Increased
1758	GHP Investment Advisors Denver, Colorado	$17.6M	+$297K	7	2.5%	Increased
1759	Anchor Investment Management Columbia, South Carolina	$17.6M	+$1.51M	10	4.66%	Increased
1760	Myriad Asset Management North Point, Hong Kong	$17.5M	-$51.7M	1	1.73%	Reduced
1761	Bath Savings Trust Bath, Maine	$17.5M	+$116K	6	4.41%	Increased
1762	AC Apertura Capital Dallas, Texas	$17.5M	-$30.1M	3	5.86%	Reduced
1763	HRC Hoertkorn Richard Charles	$17.5M	+$2.02M	7	10.38%	Increased
1764	Maple Rock Capital Partners Toronto, Ontario, Canada	$17.4M	+$5M	1	5.8%	Increased
1765	Cypress Asset Management Houston, Texas	$17.4M	+$150K	6	3.75%	Increased
1766	Blue Fin Capital Warren, Rhode Island	$17.4M	+$520K	6	10.16%	Increased
1767	GA Glenhill Advisors New York	$17.4M	-$10.4M	1	1.28%	Reduced
1768	Tompkins Financial Ithaca, New York	$17.4M	-$47K	8	4%	Reduced
1769	Sigma Investment Counselors Northville, Michigan	$17.4M	-$1.81M	4	2.38%	Reduced
1770	Argus Investors Counsel New York	$17.4M	-$255K	4	8.02%	Reduced
1771	Intrust Bank Wichita, Kansas	$17.3M	+$452K	7	5.17%	Increased
1772	KSCM Kamunting Street Capital Management Miami Beach, Florida	$17.3M	-$11.6M	4	12.33%	Reduced
1773	CG Clinton Group New York	$17.3M	+$165K	3	1.52%	Increased
1774	Comerica Securities Detroit, Michigan	$17.3M	+$2.01M	9	2.18%	Increased
1775	ECM EagleClaw Capital Management Boston, Massachusetts	$17.3M	+$762K	6	8.72%	Increased