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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	NBW Capital Boston, Massachusetts	$19.1M	-$897K	2	5.44%	Reduced
2077	MA Menlo Advisors Menlo Park, California	$19.1M	-$40.2K	3	12.5%	Reduced
2078	Westbourne Investment Advisors Annapolis, Maryland	$19.1M	-$842K	6	13.01%	Reduced
2079	Chase Investment Counsel Charlottesville, Virginia	$19.1M	+$4M	4	9.7%	Increased
2080	Cornerstone Advisory Hunt Valley, Maryland	$19.1M	-$865	8	3.95%	Reduced
2081	Bishop Rock Capital New York	$19.1M	-$551K	1	4.58%	Reduced
2082	Towle & Co Denver, Colorado	$19.1M	+$16.5M	1	2.21%	New
2083	Rossmore Private Capital Glastonbury, Connecticut	$19M	+$1.12M	6	5.87%	Increased
2084	White Pine Investment Company Livonia, Michigan	$19M	+$1.68K	3	7.78%	Increased
2085	Brightworth Atlanta, Georgia	$19M	+$735K	6	3.54%	Increased
2086	Liberty Capital Management Birmingham, Michigan	$18.9M	-$17.9K	5	7.79%	Reduced
2087	Valley National Advisers Bethlehem, Pennsylvania	$18.9M	+$130K	13	4.73%	Increased
2088	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$18.8M	+$17.4M	3	4.99%	New
2089	Stellar Capital Management Phoenix, Arizona	$18.8M	+$365K	6	10.99%	Increased
2090	Shelter Mutual Insurance Columbia, Missouri	$18.6M	$0	2	6.33%	Maintained
2091	WC Whitnell & Co Oak Brook, Illinois	$18.6M	+$2.7M	7	5.72%	Increased
2092	Hamilton Wealth Encino, California	$18.6M	+$561K	5	12.58%	Increased
2093	LBC Lawrence B. Cohen	$18.5M	+$704K	4	10.93%	Increased
2094	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$18.5M	-$1.22M	2	9.98%	Reduced
2095	New Mountain Vantage Advisers New York	$18.5M	-$37.3M	2	0.71%	Reduced
2096	Principal Street Partners Memphis, Tennessee	$18.4M	+$8.99M	5	4.11%	Increased
2097	Cipher Capital New York	$18.4M	+$1.9M	5	1.31%	Increased
2098	Cinctive Capital Management New York	$18.4M	+$18M	4	1.93%	New
2099	Optas LLC Austin, Texas	$18.4M	+$17.7M	5	7.11%	New
2100	Executive Wealth Management Brighton, Michigan	$18.4M	+$3.27M	6	2.52%	Increased