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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
2101	OIA Optimum Investment Advisors Chicago, Illinois	$23M	-$1.19M	12	7.71%	Reduced
2102	Asset Dedication LLC San Francisco, California	$22.9M	+$1.43M	17	5.06%	Increased
2103	APSI Asset Planning Services Inc Covington, Louisiana	$22.9M	-$226K	3	15.67%	Reduced
2104	Employers Holdings Reno, Nevada	$22.8M	-$3.75M	6	15.42%	Reduced
2105	Blume Capital Management Berkeley, California	$22.8M	-$539K	7	11.58%	Reduced
2106	Sphera Funds Management Tel Aviv, Israel	$22.8M	-$8.02M	2	2.24%	Reduced
2107	One Capital Management Westlake Village, California	$22.8M	-$2.91M	7	3.11%	Reduced
2108	Sunbelt Securities Houston, Texas	$22.8M	+$881K	8	6.33%	Increased
2109	SeaBridge Investment Advisors Summit, New Jersey	$22.7M	-$9.18K	6	8.45%	Reduced
2110	Verdence Capital Advisors Hunt Valley, Maryland	$22.7M	+$1.02M	9	5.2%	Increased
2111	MD Financial Management Ottawa, Ontario, Canada	$22.7M	+$20.3M	1	0.92%	New
2112	Kelly Lawrence W & Associates Pasadens, California	$22.7M	-$10.8M	6	6.76%	Reduced
2113	IMOV Investment Management of Virginia Richmond, Virginia	$22.7M	-$536K	4	5.64%	Reduced
2114	Fernwood Investment Management Quincy, Massachusetts	$22.7M	-$1.4M	10	10.7%	Reduced
2115	Bandera Partners New York	$22.7M	-$732K	3	14.78%	Reduced
2116	HeadInvest LLC Portland, Maine	$22.7M	-$403K	7	6.55%	Reduced
2117	GVO Asset Management Zug, Switzerland	$22.6M	-$8.82M	3	14.17%	Reduced
2118	Zions Bancorporation Salt Lake City, Utah	$22.6M	-$1.52M	16	3.22%	Reduced
2119	Trexquant Investment Stamford, Connecticut	$22.6M	+$9.9M	7	1.46%	Increased
2120	Fortis Group Advisors Westwood, New Jersey	$22.6M	+$22.6M	12	4.39%	New
2121	CIM CIM Investment Management Pittsburgh, Pennsylvania	$22.6M	-$1.29M	8	8.57%	Reduced
2122	Morris Capital Advisors Malvern, Pennsylvania	$22.6M	-$1.42M	6	19.92%	Reduced
2123	Icon Advisers Greenwood Village, Colorado	$22.5M	+$1.13M	5	4.43%	Increased
2124	NME Notis-McConarty Edward	$22.4M	-$581K	5	9.87%	Reduced
2125	Strategic Blueprint Atlanta, Georgia	$22.4M	+$5.29M	6	6.94%	Increased