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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
1901	Beck Capital Management Austin, Texas	$27.1M	+$1.7M	4	13.71%	Increased
1902	Hourglass Capital Houston, Texas	$27M	-$2.93M	7	9.58%	Reduced
1903	RWWM Inc Rocklin, California	$27M	-$10.5M	2	6.64%	Reduced
1904	Greatmark Investment Partners Columbus, Georgia	$27M	-$1.54M	5	7.1%	Reduced
1905	Capital Investment Advisory Services Raleigh, North Carolina	$27M	+$1.4M	10	5.46%	Increased
1906	CCC Chelsea Counsel Company Los Angeles, California	$26.9M	-$438K	5	16.61%	Reduced
1907	Avestar Capital New York	$26.9M	+$537K	9	11.89%	Increased
1908	Ethic Inc New York	$26.9M	+$3.36M	9	15.28%	Increased
1909	FVCM F&V Capital Management Boca Raton, Florida	$26.8M	-$659K	4	13.59%	Reduced
1910	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$26.7M	-$745K	3	16.78%	Reduced
1911	Riverstone Advisors New Braunfels, Texas	$26.7M	+$558K	2	19.9%	Increased
1912	Exane Derivatives Paris, France	$26.7M	+$5.07M	13	7.15%	Increased
1913	Wellington Shields & Co New York	$26.7M	+$407K	6	11.71%	Increased
1914	Lake Street Advisors Group Portsmouth, New Hampshire	$26.7M	+$938K	6	2.71%	Increased
1915	Rice Partnership Honolulu, Hawaii	$26.6M	-$117K	4	13.67%	Reduced
1916	Mirador Capital Partners Pleasanton, California	$26.6M	+$341K	7	9.96%	Increased
1917	Cubic Asset Management Boston, Massachusetts	$26.6M	-$2.57M	5	9.53%	Reduced
1918	Centiva Capital New York	$26.6M	+$13M	11	1.6%	Increased
1919	Legacy Private Trust Neenah, Wisconsin	$26.6M	+$31.9K	5	2.93%	Increased
1920	Atwood & Palmer Kansas City, Missouri	$26.6M	-$163K	7	3.59%	Reduced
1921	Hayek Kallen Investment Management Fairhope, Alabama	$26.5M	+$385K	5	15%	Increased
1922	MCG McCollum Christoferson Group Amherst, New York	$26.5M	-$1.22M	4	8.59%	Reduced
1923	Weik Capital Management Wyomissing, Pennsylvania	$26.5M	-$577K	4	14.28%	Reduced
1924	GCM Gabalex Capital Management New York	$26.5M	$0	1	8.33%	Maintained
1925	Sturgeon Ventures London, United Kingdom	$26.4M	+$686K	3	21.56%	Increased