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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
2201	IBEX Wealth Advisors Bedminster, New Jersey	$21.1M	-$143K	3	6.13%	Reduced
2202	Blackhill Capital Morristown, New Jersey	$21.1M	+$662K	4	2.85%	Increased
2203	Perkins Coie Trust Company Seattle, Washington	$21.1M	-$2.63M	8	8.42%	Reduced
2204	Contravisory Investment Management Norwell, Massachusetts	$21.1M	+$46.5K	5	7.18%	Increased
2205	Hartford Financial Management Hartford, Connecticut	$21.1M	+$51.1K	10	6.25%	Increased
2206	TI Truehand Inc Strafford, New Hampshire	$21.1M	-$50.4K	8	15.19%	Reduced
2207	Hodges Capital Management Dallas, Texas	$21M	+$337K	5	4.08%	Increased
2208	Old Dominion Capital Management Charlottesville, Virginia	$21M	+$1.35M	7	5.91%	Increased
2209	ARI Applied Research Investments Wilmington, Delaware	$20.9M	+$2.61M	3	11.82%	Increased
2210	Davis Rea Toronto, Ontario, Canada	$20.9M	+$617K	3	14.03%	Increased
2211	Ardsley Advisory Partners Stamford, Connecticut	$20.9M	-$42.2M	4	4.04%	Reduced
2212	Tandem Investment Advisors Charleston, South Carolina	$20.8M	-$1.19M	3	2.55%	Reduced
2213	Advanced Asset Management Advisors Dublin, Ohio	$20.8M	-$3.38M	5	5.53%	Reduced
2214	Brick & Kyle Associates Newtown, Pennsylvania	$20.8M	+$720K	4	14.36%	Increased
2215	Trust Asset Management Houston, Texas	$20.8M	+$9.19M	6	3.71%	Increased
2216	American Investment Services Great Barrington, Massachusetts	$20.7M	-$956K	4	6.96%	Reduced
2217	Optiver US Chicago, Illinois	$20.6M	+$20.7M	1	0.05%	New
2218	NBW Capital Boston, Massachusetts	$20.6M	+$680K	2	6.88%	Increased
2219	PFS Investments Duluth, Georgia	$20.6M	+$4.18M	6	0.68%	Increased
2220	Ativo Capital Management Chicago, Illinois	$20.6M	+$1.34M	5	9.88%	Increased
2221	Bourgeon Capital Management Darien, Connecticut	$20.5M	-$471K	7	6.22%	Reduced
2222	Tiemann Investment Advisors Menlo Park, California	$20.5M	-$455K	7	12.72%	Reduced
2223	MS Madden Securities Dallas, Texas	$20.5M	+$1.55M	5	15.23%	Increased
2224	KCM Karp Capital Management Sausalito, California	$20.5M	-$1.7M	5	5.01%	Reduced
2225	Eagle Capital Management (Louisiana) Mandeville, Louisiana	$20.4M	-$854K	3	8.43%	Reduced