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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	Cubic Asset Management Boston, Massachusetts	$28.6M	-$1.09M	6	8.17%	Reduced
1927	Boundary Creek Advisors New York	$28.6M	-$1.58M	2	0.87%	Reduced
1928	Lakehouse Capital Sydney NSW, Australia	$28.6M	+$811K	4	28.33%	Increased
1929	Delta Investment Management San Francisco, California	$28.6M	+$1.18M	5	9.25%	Increased
1930	Centaurus Financial Anaheim, California	$28.6M	-$5.9M	12	2.69%	Reduced
1931	Whalerock Point Partners Providence, Rhode Island	$28.6M	+$352K	4	11.61%	Increased
1932	Iowa State Bank Urbandale, Iowa	$28.5M	+$1.29M	5	7.17%	Increased
1933	Forum Financial Management Lombard, Illinois	$28.5M	+$802K	8	0.94%	Increased
1934	Empyrean Capital Partners Los Angeles, California	$28.5M	-$10.9M	1	0.9%	Reduced
1935	Merriman Wealth Management Seattle, Washington	$28.5M	-$11.8M	7	1.46%	Reduced
1936	Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$28.5M	+$1.19M	2	1.61%	Increased
1937	Paragon Capital Management (Colorado) Denver, Colorado	$28.4M	-$42.5K	4	7.57%	Reduced
1938	Herald Investment Management London, United Kingdom	$28.4M	+$1.34M	9	6.97%	Increased
1939	PT Plimoth Trust Plymouth, Massachusetts	$28.3M	-$707K	6	9.13%	Reduced
1940	TrustCore Financial Services Brentwood, Tennessee	$28.3M	-$3.12M	19	2.49%	Reduced
1941	Rehmann Capital Advisory Group Lansing, Michigan	$28.3M	-$177K	9	2.89%	Reduced
1942	Whitener Capital Management Rocky Mount, North Carolina	$28.2M	-$738K	8	12.33%	Reduced
1943	Strategic Vision Investment Hong Kong	$28.2M	+$7.26M	2	10.14%	Increased
1944	Lakeside Advisors Seattle, Washington	$28.2M	-$176K	2	23.11%	Reduced
1945	America First Investment Advisors Omaha, Nebraska	$28.2M	+$2.89M	4	8.31%	Increased
1946	CCPM Cooper Creek Partners Management New York	$28.1M	+$4.84M	3	2.32%	Increased
1947	CX Institutional Auburn, Indiana	$28M	+$1.06M	7	1.7%	Increased
1948	Two Point Capital Management Pittsford, New York	$28M	+$28.2M	3	18.08%	New
1949	XC XY Capital Central, Hong Kong	$28M	+$25M	1	18.31%	New
1950	HIM Hotaling Investment Management Wayne, Pennsylvania	$27.9M	+$643K	4	12.63%	Increased