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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
1926	CBT Central Bank & Trust Lexington, Kentucky	$22.1M	+$597K	6	4.37%	Increased
1927	Signet Financial Management Parsippany, New Jersey	$22.1M	-$228K	8	4.13%	Reduced
1928	GCM Gabalex Capital Management New York	$22.1M	-$1.47M	1	5.79%	Reduced
1929	Tran Capital Management San Rafael, California	$22M	-$16M	2	2.55%	Reduced
1930	Herald Investment Management London, United Kingdom	$22M	+$5.24M	9	5.61%	Increased
1931	Hayek Kallen Investment Management Fairhope, Alabama	$22M	+$40.3K	5	12.7%	Increased
1932	Blume Capital Management Berkeley, California	$22M	-$2.13M	7	10.76%	Reduced
1933	Whitegate Investment Counselors Concord, New Hampshire	$22M	+$824K	7	3.99%	Increased
1934	CCC Chelsea Counsel Company Los Angeles, California	$21.9M	-$1.24M	6	13.33%	Reduced
1935	ARS Wealth Advisors St. Petersburg, Florida	$21.9M	+$218K	6	6.34%	Increased
1936	Sigma Investment Counselors Northville, Michigan	$21.9M	-$164K	5	2.29%	Reduced
1937	TA Trivest Advisors Hong Kong	$21.8M	+$20M	2	6.14%	New
1938	Stanley Capital Management Houston, Texas	$21.8M	+$390K	3	9.25%	Increased
1939	Strategic Financial Services Utica, New York	$21.8M	-$3.25M	6	2.5%	Reduced
1940	OCM Ogborne Capital Management San Francisco, California	$21.8M	+$21M	1	9.86%	New
1941	MKC M. Kraus & Co Shelburne, Vermont	$21.7M	-$673K	3	10.84%	Reduced
1942	All-Stars Investment Hong Kong	$21.7M	$0	1	31.45%	Maintained
1943	Ruffer LLP London, United Kingdom	$21.7M	+$6.01M	3	0.63%	Increased
1944	Freedom Investment Management Hartford, Connecticut	$21.7M	-$619K	8	1.91%	Reduced
1945	O'Shares Investment Advisers Boston, Massachusetts	$21.7M	-$1.07M	9	2.98%	Reduced
1946	MCM McMillion Capital Management Greensboro, North Carolina	$21.7M	+$3.77M	7	10.41%	Increased
1947	True North Advisors Dallas, Texas	$21.6M	+$20.2M	3	6.09%	New
1948	Venturi Wealth Management Austin, Texas	$21.6M	+$363K	7	2.62%	Increased
1949	Edge Capital Group Atlanta, Georgia	$21.6M	-$201K	7	2.1%	Reduced
1950	Mint Tower Capital Management Amsterdam, Netherlands	$21.6M	+$10.1M	2	2.86%	Increased