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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
926	Dowling & Yahnke San Diego, California	$41.4M	+$402K	7	4.97%	Increased
927	LCM Lomas Capital Management New York	$41.4M	+$113K	1	8.37%	Increased
928	QCI Asset Management Pittsford, New York	$41.3M	+$25.2K	7	5.83%	Increased
929	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$41.2M	-$2.87M	1	0.83%	Reduced
930	ARTA A.R.T. Advisors New York	$41.1M	-$5.1M	9	2.05%	Reduced
931	BA Birinyi Associates Westport, Connecticut	$41.1M	+$1.61M	5	17.94%	Increased
932	Waters Parkerson & Co New Orleans, Louisiana	$41M	+$4.03M	5	4.39%	Increased
933	Hikari Tsushin Inc Tokyo, Japan	$40.5M	-$15.8M	2	9.96%	Reduced
934	Woodstock Corp Boston, Massachusetts	$40.4M	+$542K	8	8.35%	Increased
935	Capital Investment Services of America Milwaukee, Wisconsin	$40.4M	-$301K	4	7.7%	Reduced
936	Colony Group Boston, Massachusetts	$40.4M	+$1.32M	7	4.44%	Increased
937	Old Republic International (ORI) Chicago, Illinois	$40.4M	+$5.09M	1	1.8%	Increased
938	MCG Meru Capital Group New York	$40.3M	-$27.3M	2	13.98%	Reduced
939	North Star Asset Management Neenah, Wisconsin	$40.3M	+$1.67M	8	4.7%	Increased
940	WEC White Elm Capital Greenwich, Connecticut	$40.2M	-$11M	1	4.65%	Reduced
941	Meritage Portfolio Management Overland Park, Kansas	$40.2M	+$7.31M	6	4.52%	Increased
942	Mairs & Power Inc St Paul, Minnesota	$40.1M	-$372K	6	0.54%	Reduced
943	AG Aravt Global New York	$40M	+$41.7M	1	2.97%	New
944	SAM Symphony Asset Management San Francisco, California	$40M	+$2.54M	4	4.3%	Increased
945	Estabrook Capital Management New York	$39.9M	-$1.95M	6	5.98%	Reduced
946	Moody Lynn & Lieberson Boston, Massachusetts	$39.7M	-$12.9M	3	7.1%	Reduced
947	FineMark National Bank & Trust Fort Myers, Florida	$39.6M	-$1.11M	9	4.42%	Reduced
948	Tufton Capital Management Hunt Valley, Maryland	$39.6M	-$2.08M	6	8.02%	Reduced
949	Middleton & Co Boston, Massachusetts	$39.6M	+$81K	6	9.1%	Increased
950	Compass Capital Management Minneapolis, Minnesota	$39.5M	+$1.37M	2	7.56%	Increased