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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
1776	Physicians Financial Services Raleigh, North Carolina	$22.2M	+$588K	7	13.06%	Increased
1777	SevenBridge Financial Group Harrisburg, Pennsylvania	$22.2M	+$780K	10	7.95%	Increased
1778	Olstein Capital Management Purchase, New York	$22.2M	-$561K	4	3.59%	Reduced
1779	Oaktree Capital Management Los Angeles, California	$22.2M	-$66.7M	1	0.42%	Reduced
1780	Saban Capital Group Los Angeles, California	$22.1M	+$7.68M	4	37.63%	Increased
1781	Vicus Capital State College, Pennsylvania	$22.1M	-$482K	7	3.11%	Reduced
1782	McRae Capital Management Morristown, New Jersey	$22.1M	-$369K	2	8.84%	Reduced
1783	Hills Bank & Trust North Liberty, Iowa	$22.1M	+$1.33M	5	5.72%	Increased
1784	SIG Schaller Investment Group Winston Salem, North Carolina	$22M	-$1.23M	4	17.13%	Reduced
1785	All-Stars Investment Hong Kong	$22M	+$22.4M	1	39.39%	New
1786	HLC Hunt Lane Capital New York	$22M	-$42.5M	1	3.75%	Reduced
1787	Rehmann Capital Advisory Group Lansing, Michigan	$21.9M	+$859K	18	2.7%	Increased
1788	Blume Capital Management Berkeley, California	$21.8M	-$1.27M	7	11.06%	Reduced
1789	Institutional Venture Management XV Menlo Park, California	$21.8M	$0	1	33.25%	Maintained
1790	Leonard Green & Partners Los Angeles, California	$21.8M	+$7.06M	3	3.39%	Increased
1791	VIA Vantis Investment Advisers Miami, Florida	$21.8M	+$23.3M	1	13.16%	New
1792	LCH Lee Capital Holdings New York	$21.8M	$0	5	23.34%	Maintained
1793	Dynamic Advisor Solutions Phoenix, Arizona	$21.8M	+$3.7M	8	3.5%	Increased
1794	Renaissance Investment Group Lenox, Massachusetts	$21.8M	+$222K	5	8.11%	Increased
1795	TCI Wealth Advisors Tucson, Arizona	$21.8M	+$127K	16	9.8%	Increased
1796	American National Registered Investment Advisor Galveston, Texas	$21.7M	-$1.02M	7	12.18%	Reduced
1797	TAM Tradition Asset Management Richmond, Virginia	$21.7M	+$21.6M	8	5.64%	New
1798	John G. Ullman & Associates Corning, New York	$21.6M	-$693K	7	3.8%	Reduced
1799	Smithfield Trust Pittsburgh, Pennsylvania	$21.6M	+$1.82M	13	2.23%	Increased
1800	SSI Scott & Selber Inc Houston, Texas	$21.6M	-$3.99M	4	10.84%	Reduced