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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	Claret Asset Management Montreal, Quebec, Canada	$33.5M	+$2.92M	7	7.47%	Increased
1777	First Fiduciary Investment Counsel Cleveland, Ohio	$33.4M	-$762K	2	6.95%	Reduced
1778	Sky Investment Group Hartford, Connecticut	$33.4M	+$9.29M	6	9.19%	Increased
1779	Aspiriant LLC Los Angeles, California	$33.4M	+$10.4M	8	2.61%	Increased
1780	Greenwood Capital Associates Greenwood, South Carolina	$33.3M	+$1.63M	6	6.47%	Increased
1781	Leuthold Group Minneapolis, Minnesota	$33.3M	-$649K	4	4.57%	Reduced
1782	CBT Central Bank & Trust Lexington, Kentucky	$33.3M	+$365K	7	6.23%	Increased
1783	Herald Investment Management London, United Kingdom	$33.2M	$0	9	7.15%	Maintained
1784	1834 Investment Advisors Milwaukee, Wisconsin	$33.1M	-$119K	9	4.83%	Reduced
1785	Physicians Financial Services Raleigh, North Carolina	$33.1M	-$492K	7	16.51%	Reduced
1786	Brasada Capital Management Houston, Texas	$33M	+$11.9K	7	8.37%	Increased
1787	Welch Capital Partners Harrison, New York	$33M	-$13.7K	5	10.13%	Reduced
1788	GHP Investment Advisors Denver, Colorado	$33M	+$1.95M	7	3.73%	Increased
1789	Duff & Phelps Investment Management Chicago, Illinois	$33M	-$867K	6	0.51%	Reduced
1790	KCM Kingdon Capital Management New York	$33M	-$33.3M	2	3.7%	Reduced
1791	Duncker Streett & Co St. Louis, Missouri	$32.8M	+$1.03M	8	7.17%	Increased
1792	Avior Wealth Management Omaha, Nebraska	$32.8M	+$1.37M	15	4.68%	Increased
1793	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$32.8M	-$3.01M	6	2.49%	Reduced
1794	Nicola Wealth Management Vancouver, British Columbia, Canada	$32.8M	-$10.3M	4	4.67%	Reduced
1795	KCP KDI Capital Partners Raleigh, North Carolina	$32.7M	-$11.7M	4	16.3%	Reduced
1796	Empirical Finance Havertown, Pennsylvania	$32.6M	+$6.26M	8	7%	Increased
1797	Kora Management Brooklyn, New York	$32.6M	+$29.8M	1	3.82%	New
1798	KPS Global Asset Management (UK) London, United Kingdom	$32.6M	-$8.48M	1	4.74%	Reduced
1799	Selective Wealth Management Forest, Virginia	$32.6M	+$269K	8	25.55%	Increased
1800	Quadrant Capital Group Cincinnati, Ohio	$32.6M	-$7.32M	20	7.1%	Reduced