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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
2051	North Star Investment Management Chicago, Illinois	$4.24M	-$1.34M	7	0.79%	Reduced
2052	MS Marshall & Sullivan Seattle, Washington	$4.24M	-$30.6K	4	5.46%	Reduced
2053	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$4.22M	-$947K	4	1.13%	Reduced
2054	Skylands Capital Milwaukee, Wisconsin	$4.22M	+$2.17M	4	0.43%	Increased
2055	Cramer Rosenthal McGlynn Stamford, Connecticut	$4.22M	-$39.2M	2	0.05%	Reduced
2056	RP Rowlandmiller & Partners Atlanta, Georgia	$4.21M	-$480K	2	2.09%	Reduced
2057	First Commonwealth Financial Corp Indiana, Pennsylvania	$4.2M	-$298K	4	4.69%	Reduced
2058	FHC First Houston Capital Houston, Texas	$4.18M	-$82.2K	3	3.66%	Reduced
2059	THCM Tipp Hill Capital Management New York	$4.16M	+$4.51M	1	3.3%	New
2060	NCIM New Century Investment Management Southfield, Michigan	$4.16M	-$291K	1	1.92%	Reduced
2061	LPC Loeb Partners Corp New York	$4.15M	+$211K	5	1.21%	Increased
2062	Emerald Advisers Leola, Pennsylvania	$4.14M	+$138K	4	0.21%	Increased
2063	Homrich & Berg Atlanta, Georgia	$4.13M	+$424K	4	0.41%	Increased
2064	MC Menta Capital San Francisco, California	$4.12M	-$1.58M	4	0.53%	Reduced
2065	FSA Financial Sense Advisors San Diego, California	$4.12M	-$471K	1	1.72%	Reduced
2066	CA Claar Advisors New York	$4.11M	+$1.34M	1	1.65%	Increased
2067	Hodges Capital Management Dallas, Texas	$4.1M	-$2.01M	2	0.16%	Reduced
2068	One Capital Management Westlake Village, California	$4.1M	+$184K	4	1.23%	Increased
2069	FIM Freedom Investment Management Hartford, Connecticut	$4.08M	-$201K	6	0.45%	Reduced
2070	SAM Solaris Asset Management New York	$4.08M	-$290K	4	2.52%	Reduced
2071	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$4.06M	+$267K	3	4.03%	Increased
2072	AMIM Aull & Monroe Investment Management Mobile, Alabama	$4.06M	+$7.36K	2	2.28%	Increased
2073	RAM Roumell Asset Management Chevy Chase, Maryland	$4.04M	+$3.99M	1	6.49%	New
2074	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$4.03M	+$41.4K	2	3.32%	Increased
2075	Twin Tree Management Dallas, Texas	$4.03M	-$5.23M	6	0.1%	Reduced