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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
1851	6CM 683 Capital Management New York	$23.4M	+$23.2M	1	2.74%	New
1852	Duncker Streett & Co St. Louis, Missouri	$23.4M	-$206K	9	6.24%	Reduced
1853	Penobscot Investment Management Boston, Massachusetts	$23.4M	-$670K	7	5.5%	Reduced
1854	Fukoku Mutual Life Insurance Tokyo, Japan	$23.4M	-$3.9M	11	3.39%	Reduced
1855	Marietta Investment Partners Milwaukee, Wisconsin	$23.4M	+$690K	6	10.03%	Increased
1856	OFG OTA Financial Group Purchase, New York	$23.3M	+$6.08M	1	29.12%	Increased
1857	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$23.2M	-$36.7K	6	9%	Reduced
1858	1834 Investment Advisors Milwaukee, Wisconsin	$23.2M	+$1.6M	9	4.41%	Increased
1859	Intersect Capital San Ramon, California	$23.2M	+$2.66M	7	9.23%	Increased
1860	Texas Yale Capital Corp St. Petersburg, Florida	$23.2M	+$191K	6	2.28%	Increased
1861	SAM Sandell Asset Management New York	$23.2M	+$2.63M	3	5.05%	Increased
1862	Altavista Wealth Management Asheville, North Carolina	$23.1M	+$527K	7	7.9%	Increased
1863	Wittenberg Investment Management Carlisle, Massachusetts	$23.1M	-$2.37M	3	12.64%	Reduced
1864	Parcion Private Wealth Bellevue, Washington	$23.1M	-$1.35M	6	6.36%	Reduced
1865	Physicians Financial Services Raleigh, North Carolina	$23M	-$130K	7	15.84%	Reduced
1866	Iron Gate Global Advisors Nsl, Utah	$23M	+$15.1M	4	15.62%	Increased
1867	AAM Autus Asset Management Scottsdale, Arizona	$22.9M	+$165K	4	4.03%	Increased
1868	PWW Pettyjohn Wood & White Lynchburg, Virginia	$22.9M	+$19.4K	6	8.55%	Increased
1869	Hamilton Wealth Encino, California	$22.9M	+$5.25M	5	17.07%	Increased
1870	Apriem Advisors Irvine, California	$22.9M	+$724K	6	5.54%	Increased
1871	Granite Point Capital Management Boston, Massachusetts	$22.9M	+$11.7M	5	12.91%	Increased
1872	Steigerwald Gordon & Koch Leesburg, Virginia	$22.8M	-$1.5M	6	7.75%	Reduced
1873	K.J. Harrison & Partners Toronto, Ontario, Canada	$22.8M	+$1.59M	6	12.72%	Increased
1874	No Street GP LP San Francisco, California	$22.8M	+$17.9M	2	4.59%	Increased
1875	Xcel Wealth Management Holly Hill, Florida	$22.7M	+$186K	8	20.5%	Increased