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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	Intersect Capital San Ramon, California	$31.9M	+$1.83M	8	10.27%	Increased
1777	Joel Isaacson & Co New York	$31.8M	+$108K	10	4.52%	Increased
1778	Duff & Phelps Investment Management Chicago, Illinois	$31.7M	-$1.18M	6	0.5%	Reduced
1779	South Street Advisors New York	$31.6M	+$748K	4	8.47%	Increased
1780	Brasada Capital Management Houston, Texas	$31.6M	+$1.06M	6	8.86%	Increased
1781	1834 Investment Advisors Milwaukee, Wisconsin	$31.6M	+$1.39M	9	5%	Increased
1782	Canal Insurance Company Greenville, South Carolina	$31.6M	-$1.15M	2	12.44%	Reduced
1783	Old Mission Capital Chicago, Illinois	$31.6M	+$14.1M	4	2.26%	Increased
1784	WESPAC Advisors SoCal Pasadena, California	$31.4M	-$171K	3	14.55%	Reduced
1785	SSI Scott & Selber Inc Houston, Texas	$31.4M	-$1.93M	6	15.54%	Reduced
1786	Crosslink Capital Menlo Park, California	$31.3M	+$3.9M	1	6.45%	Increased
1787	Ferris Capital Marlborough, Massachusetts	$31.2M	+$3.55M	9	11.03%	Increased
1788	Marietta Investment Partners Milwaukee, Wisconsin	$31.2M	+$2.31M	6	10.37%	Increased
1789	Physicians Financial Services Raleigh, North Carolina	$31.1M	+$941K	8	17.21%	Increased
1790	CL CIM LLC Albany, New York	$31M	+$127K	4	9.09%	Increased
1791	KC KCL Capital New York	$31M	-$18.7M	2	6.75%	Reduced
1792	Capital Planning Advisors Roseville, California	$30.9M	-$1.04M	6	9.21%	Reduced
1793	IIA IPG Investment Advisors San Diego, California	$30.8M	+$48.1K	6	10.43%	Increased
1794	Greenwood Capital Associates Greenwood, South Carolina	$30.7M	+$2.74M	5	7.01%	Increased
1795	Aviance Capital Partners Naples, Florida	$30.7M	-$7.75M	7	7.57%	Reduced
1796	CCM Compton Capital Management Providence, Rhode Island	$30.6M	-$71.3K	8	12.82%	Reduced
1797	CBT Central Bank & Trust Lexington, Kentucky	$30.6M	+$3.28M	7	6.04%	Increased
1798	Texas Yale Capital Corp St. Petersburg, Florida	$30.6M	+$996K	6	2.49%	Increased
1799	United Bank (Virginia) Vienna, Virginia	$30.6M	+$1.52M	7	5.54%	Increased
1800	Taconic Capital Advisors New York	$30.5M	+$1.96M	1	1.71%	Increased