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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
1801	Resources Management Corp West Hartford, Connecticut	$84.3M	-$2.4M	7	10.63%	Reduced
1802	Aspen Grove Capital Avon, Colorado	$84.2M	-$221K	7	12.13%	Reduced
1803	SFMG Wealth Advisors Plano, Texas	$84.2M	+$348K	7	5.07%	Increased
1804	Godsey & Gibb Inc Richmond, Virginia	$84.2M	+$700K	9	6.9%	Increased
1805	Jackson Square Capital San Francisco, California	$84.1M	+$27.5M	7	11.7%	Increased
1806	Ironwood Investment Counsel Scottsdale, Arizona	$84.1M	-$1.29M	7	11.04%	Reduced
1807	Wolf Hill Capital Management Greenwich, Connecticut	$84M	+$8.92M	1	7.02%	Increased
1808	Conning Inc Hartford, Connecticut	$84M	-$6.24M	7	2.52%	Reduced
1809	Ally Financial Detroit, Michigan	$83.9M	-$39M	5	10.83%	Reduced
1810	Perryman Financial Advisory Dallas, Texas	$83.8M	+$1.98M	6	11.15%	Increased
1811	KR Capital LP New York City, New York	$83.5M	+$54.2M	4	8.28%	Increased
1812	Zhang Financial Portage, Michigan	$83.5M	+$2.07M	6	2.44%	Increased
1813	Zweig-DiMenna Associates New York	$83.4M	-$41.5M	4	7.57%	Reduced
1814	AC AMS Capital Sao Paulo, Brazil	$83.3M	+$11.2M	3	28.63%	Increased
1815	Alight Capital Management New York	$83M	+$38.2M	8	11.65%	Increased
1816	CIM Coleford Investment Management Toronto, Ontario, Canada	$82.9M	+$3.58M	4	18.09%	Increased
1817	Canandaigua National Bank & Trust Canandaigua, New York	$82.9M	+$87.8M	7	6.99%	New
1818	FC Fulcrum Capital Seattle, Washington	$82.6M	-$4.04M	4	16.76%	Reduced
1819	True North Advisors Dallas, Texas	$82.6M	+$32.9M	7	7.89%	Increased
1820	SevenBridge Financial Group Harrisburg, Pennsylvania	$82.4M	-$817K	7	12.13%	Reduced
1821	Hilltop Holdings Dallas, Texas	$82.4M	+$271K	11	6.39%	Increased
1822	Managed Asset Portfolios Rochester, Michigan	$82.3M	+$15.8M	3	9.41%	Increased
1823	Apollon Financial Mount Pleasant, South Carolina	$82.2M	+$426K	8	9.7%	Increased
1824	City Holding Co Charleston, West Virginia	$82.2M	+$212K	11	9.29%	Increased
1825	Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida	$82.2M	-$1.4M	5	10.83%	Reduced