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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
2326	Oarsman Capital Milwaukee, Wisconsin	$27.9M	+$649K	6	10.89%	Increased
2327	Jackson Hole Capital Partners Tulsa, Oklahoma	$27.9M	+$3.75M	8	8.02%	Increased
2328	Kayak Investment Partners San Francisco, California	$27.8M	-$7.45M	4	24.57%	Reduced
2329	SAM Security Asset Management New York	$27.8M	-$458K	4	11.91%	Reduced
2330	Capital Asset Advisory Services Williamston, Michigan	$27.7M	+$304K	9	2.95%	Increased
2331	LeJeune Puetz Investment Counsel Traverse City, Michigan	$27.7M	+$732K	7	9.67%	Increased
2332	CIM CIM Investment Management Pittsburgh, Pennsylvania	$27.6M	-$1.24M	8	9.33%	Reduced
2333	TBH Global Asset Management Brentwood, Tennessee	$27.6M	-$880K	6	5.89%	Reduced
2334	Glassy Mountain Advisors Bethesda, Maryland	$27.6M	+$596K	4	14.16%	Increased
2335	World Equity Group Schaumburg, Illinois	$27.6M	+$26.8M	6	5.95%	New
2336	Keebeck Wealth Management Chicago, Illinois	$27.6M	+$1.25M	6	4.57%	Increased
2337	Intrinsic Edge Capital Management Chicago, Illinois	$27.5M	+$9.05M	3	2.11%	Increased
2338	HCA Hyperion Capital Advisors New York	$27.5M	-$64.8K	5	10.42%	Reduced
2339	Drexel Morgan & Co Radnor, Pennsylvania	$27.5M	$0	3	8%	Maintained
2340	Quantbot Technologies New York	$27.5M	-$20.7M	18	2.4%	Reduced
2341	IMOV Investment Management of Virginia Richmond, Virginia	$27.5M	+$1.96M	6	4.83%	Increased
2342	Harrington Investments Napa, California	$27.4M	+$48.5K	5	16.44%	Increased
2343	Pragma Gestao de Patrimonio Sao Paulo, Brazil	$27.4M	+$1.82M	2	15.01%	Increased
2344	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$27.4M	+$356K	6	5.06%	Increased
2345	Granger Management New York	$27.4M	-$3.6M	5	7.22%	Reduced
2346	Altrinsic Global Advisors Stamford, Connecticut	$27.4M	+$2.01M	1	0.96%	Increased
2347	JWCA J.W. Coons Advisors Columbus, Ohio	$27.4M	+$1.22M	6	8.16%	Increased
2348	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$27.4M	-$4.03M	4	3.31%	Reduced
2349	Continuum Advisory Eagle, Idaho	$27.3M	+$11.5M	6	5.19%	Increased
2350	MCG McCollum Christoferson Group Amherst, New York	$27.3M	-$62.9K	3	6.75%	Reduced