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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
2426	Nicolet Bankshares Green Bay, Wisconsin	$32.1M	+$80.7K	7	7.93%	Increased
2427	Accent Capital Management Centerville, Ohio	$32.1M	+$813K	6	27.72%	Increased
2428	SIA Strategic Investment Advisors Farmington Hills, Michigan	$32.1M	+$4M	5	4.12%	Increased
2429	Vise Technologies New York	$32.1M	+$244K	8	6.32%	Increased
2430	Convergence Investment Partners Palm Beach Gardens, Florida	$32.1M	+$4.72M	9	12.29%	Increased
2431	Wills Financial Group Richmond, Virginia	$32M	+$124K	4	15.09%	Increased
2432	Larson Financial Group St Louis, Missouri	$32M	+$395K	21	2.47%	Increased
2433	Aurora Investment Managers Naples, Florida	$32M	-$2.8M	5	23.55%	Reduced
2434	PAM Pegasus Asset Management Montebello, New York	$32M	-$19.8K	5	12.38%	Reduced
2435	New Age Alpha Advisors Rye, New York	$31.9M	+$4.48M	5	18.87%	Increased
2436	M. Kulyk & Associates Decatur, Georgia	$31.9M	+$878K	6	7.39%	Increased
2437	Signet Financial Management Parsippany, New Jersey	$31.9M	+$2.07M	6	4.38%	Increased
2438	Riverview Capital Advisers Boston, Massachusetts	$31.8M	-$69.4K	4	10.96%	Reduced
2439	Northwest Bancshares Warren, Pennsylvania	$31.8M	+$771K	6	5.02%	Increased
2440	Wealth Effects Boston, Massachusetts	$31.8M	-$494K	8	11.74%	Reduced
2441	Redwood Investments Boston, Massachusetts	$31.8M	-$4.99M	4	9.31%	Reduced
2442	Thames Capital Management Roseland, New Jersey	$31.7M	-$770K	2	13.21%	Reduced
2443	Goldentree Asset Management New York	$31.7M	+$34.2M	1	2.53%	New
2444	Stevens Capital Management Radnor, Pennsylvania	$31.7M	+$12.8M	4	6.17%	Increased
2445	Unison Asset Management North Miami Beach, Florida	$31.7M	+$3.43M	5	16.59%	Increased
2446	Legacy Financial Advisors Covington, Kentucky	$31.6M	+$2.02M	7	5.66%	Increased
2447	Newman Dignan & Sheerar Inc Providence, Rhode Island	$31.6M	-$383K	6	8.45%	Reduced
2448	Riverstone Advisors New Braunfels, Texas	$31.6M	-$1.69M	5	18.82%	Reduced
2449	Wildcat Capital Management New York	$31.6M	$0	1	11.45%	Maintained
2450	Perennial Investment Advisors Los Angeles, California	$31.5M	-$606K	7	4.79%	Reduced