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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
2076	Advanced Asset Management Advisors Dublin, Ohio	$11.9M	+$10.5K	6	3.96%	Increased
2077	NG Northstar Group New York	$11.9M	+$416K	7	6.21%	Increased
2078	Allied Investment Advisors Billings, Montana	$11.9M	-$506K	2	9.83%	Reduced
2079	RMSCM R.M. Sincerbeaux Capital Management New York	$11.9M	$0	2	11.16%	Maintained
2080	Harbour Capital Advisors Tysons Corner, Virginia	$11.9M	-$480K	7	5.07%	Reduced
2081	Fort Point Capital Partners San Francisco, California	$11.9M	+$6.97M	6	4.36%	Increased
2082	Wealth Enhancement Advisory Services Plymouth, Minnesota	$11.9M	-$2.87M	3	0.8%	Reduced
2083	BIMC Benson Investment Management Company Roanoke, Virginia	$11.9M	+$3.13M	4	9.63%	Increased
2084	Balasa Dinverno & Foltz	$11.9M	-$233K	6	1.8%	Reduced
2085	Kemper Corp Master Retirement Trust Chicago, Illinois	$11.9M	-$183K	2	9.37%	Reduced
2086	Telos Capital Management San Diego, California	$11.8M	-$799K	6	4.21%	Reduced
2087	Newman Dignan & Sheerar Inc Providence, Rhode Island	$11.8M	-$917K	7	5.98%	Reduced
2088	CIA Covington Investment Advisors Ligonier, Pennsylvania	$11.8M	+$212K	2	3.81%	Increased
2089	Boston Research & Management Manchester, Massachusetts	$11.8M	-$292K	5	6.01%	Reduced
2090	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$11.8M	-$382K	2	4.97%	Reduced
2091	Stellar Capital Management Phoenix, Arizona	$11.8M	-$254K	5	7.61%	Reduced
2092	Karst Peak Capital Hong Kong	$11.8M	$0	1	11.06%	Maintained
2093	Credential Securities Vancouver,	$11.7M	-$50.7K	8	2.8%	Reduced
2094	GCM Garland Capital Management Bellevue, Washington	$11.7M	+$549K	2	8.15%	Increased
2095	Rafferty Asset Management New York	$11.7M	-$268K	5	0.17%	Reduced
2096	Hutchinson Capital Management San Rafael, California	$11.7M	-$4.23M	2	3.4%	Reduced
2097	Pier Capital Stamford, Connecticut	$11.7M	-$5.47M	2	2%	Reduced
2098	Financial Architects (New Jersey) Marlton, New Jersey	$11.7M	-$6.1M	16	2.28%	Reduced
2099	Elo Mutual Pension Insurance Espoo, Finland	$11.6M	+$11.9M	1	0.43%	New
2100	Mengis Capital Management Portland, Oregon	$11.6M	+$285K	4	6.96%	Increased