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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	UONDDL University of Notre Dame du Lac South Bend, Indiana	$13.1M	-$20.3M	3	3.88%	Reduced
1802	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$13.1M	-$572K	2	0.26%	Reduced
1803	FP FDO Partners Cambridge, Massachusetts	$13.1M	+$11.1M	7	2.81%	Increased
1804	NewEdge Advisors New Orleans, Louisiana	$13.1M	+$3.16M	16	2.25%	Increased
1805	VDBMI Van Den Berg Management I Austin, Texas	$13.1M	-$437K	1	1.62%	Reduced
1806	Condor Capital Management Martinsville, New Jersey	$13.1M	-$435K	7	2.76%	Reduced
1807	Smithfield Trust Pittsburgh, Pennsylvania	$13.1M	+$726K	11	1.92%	Increased
1808	RIM Rainier Investment Management Seattle, Washington	$13.1M	-$10.5M	3	2.6%	Reduced
1809	Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$13.1M	+$1M	10	8.72%	Increased
1810	Pegasus Partners Mequon, Wisconsin	$13.1M	-$90.5K	7	3.47%	Reduced
1811	Wolverine Asset Management Chicago, Illinois	$13.1M	+$7.04M	4	0.17%	Increased
1812	Cetera Investment Advisers Schaumburg, Illinois	$13.1M	+$1.47M	7	3.2%	Increased
1813	SAM Solaris Asset Management New York	$13M	+$682K	6	8.05%	Increased
1814	Savant Capital Rockford, Illinois	$13M	+$749K	8	3.08%	Increased
1815	Capital Impact Advisors Boston, Massachusetts	$13M	$0	4	5.92%	Maintained
1816	WAS WESPAC Advisors SoCal Pasadena, California	$13M	-$330K	9	8.29%	Reduced
1817	IberiaBank Lafayette, Louisiana	$13M	+$987K	6	3.86%	Increased
1818	Venturi Wealth Management Austin, Texas	$12.9M	-$1.88M	7	2.94%	Reduced
1819	1834 Investment Advisors Milwaukee, Wisconsin	$12.9M	-$159K	3	2.44%	Reduced
1820	Waverly Advisors Birmingham, Alabama	$12.9M	+$602K	7	3.24%	Increased
1821	LSCM LaSalle Street Capital Management Chicago, Illinois	$12.9M	+$3.74M	6	10.5%	Increased
1822	Connors Investor Services Wyomissing, Pennsylvania	$12.9M	+$370K	3	2.03%	Increased
1823	Quinn Opportunity Partners Charlottesville, Virginia	$12.9M	$0	2	2.13%	Maintained
1824	GC Grace Capital Quincy, Massachusetts	$12.9M	+$612K	3	5.14%	Increased
1825	FC FIC Capital New York	$12.9M	-$67.2K	5	5.29%	Reduced