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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	Eagle Rock Investment Company Atlanta, Georgia	$30.9M	+$3.26M	6	7.12%	Increased
1852	Ipswich Investment Management Beverly, Massachusetts	$30.8M	-$549K	7	8.82%	Reduced
1853	Wittenberg Investment Management Carlisle, Massachusetts	$30.8M	+$4.26M	4	12.54%	Increased
1854	Virtu Financial New York	$30.8M	-$21.8M	15	4.08%	Reduced
1855	Wilsey Asset Management San Diego, California	$30.7M	+$3.6K	1	7.3%	Increased
1856	Alley Investment Management Company Lake Forest, Illinois	$30.7M	-$329K	4	5.27%	Reduced
1857	MKC M. Kraus & Co Shelburne, Vermont	$30.7M	+$368K	5	11.3%	Increased
1858	Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$30.6M	-$930K	4	10.51%	Reduced
1859	Krilogy Financial St. Louis, Missouri	$30.6M	+$7.97M	7	2.91%	Increased
1860	Proficio Capital Partners Newton, Massachusetts	$30.6M	+$547K	7	5.79%	Increased
1861	Stoneridge Investment Partners Radnor, Pennsylvania	$30.5M	+$6.94M	5	16.82%	Increased
1862	Ninety One Cape Town, South Africa	$30.5M	-$6.54M	3	9.92%	Reduced
1863	Cornerstone Advisory Hunt Valley, Maryland	$30.5M	-$395K	9	6%	Reduced
1864	Truxt Investmentos Rio De Janeiro, Brazil	$30.5M	+$2.53M	1	8.12%	Increased
1865	Hayek Kallen Investment Management Fairhope, Alabama	$30.4M	-$903K	5	14.03%	Reduced
1866	1834 Investment Advisors Milwaukee, Wisconsin	$30.4M	-$1.31M	5	4.34%	Reduced
1867	D.J. St. Germain Springfield, Massachusetts	$30.4M	+$82M	9	10.21%	Increased
1868	Toronado Partners San Francisco, California	$30.3M	+$12.6M	1	11.61%	Increased
1869	IQ EQ Fund Management Dublin 2, Ireland	$30.2M	-$541K	6	6.19%	Reduced
1870	QV Investors Calgary, Alberta, Canada	$30.2M	+$2.58M	3	2.89%	Increased
1871	Sycomore Asset Management Paris, France	$30.2M	-$2.52M	5	8.32%	Reduced
1872	Jacobson & Schmitt Advisors Middleton, Wisconsin	$30.1M	$0	2	9.62%	Maintained
1873	Sycale Advisors New York	$30.1M	+$13.1M	2	10.71%	Increased
1874	Buffington Mohr McNeal Boise, Idaho	$30.1M	-$1.4M	7	6.99%	Reduced
1875	Institute for Wealth Management Denver, Colorado	$30M	-$1.08M	10	6.32%	Reduced