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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
951	ICC Capital Management Orlando, Florida	$27.2M	-$1.63M	5	2.45%	Reduced
952	Meritage Portfolio Management Overland Park, Kansas	$27.1M	+$447K	5	3.26%	Increased
953	FAM Foxhaven Asset Management Charlottesville, Virginia	$27.1M	+$8.72M	1	7.38%	Increased
954	MCI McDonald Capital Investors Orinda, California	$27.1M	-$9.24M	1	3.55%	Reduced
955	LCM Lonestar Capital Management San Francisco, California	$27.1M	+$12.4M	1	2.72%	Increased
956	Ledyard National Bank	$27M	+$3.7M	6	4.6%	Increased
957	Evergreen Capital Management Bellevue, Washington	$26.9M	-$2.22M	4	5.42%	Reduced
958	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$26.9M	+$4.06M	5	6.51%	Increased
959	PAM PartnerRe Asset Management Greenwich, Connecticut	$26.8M	-$119K	8	4.5%	Reduced
960	Leuthold Group Minneapolis, Minnesota	$26.8M	+$17.7M	3	2.38%	Increased
961	MIM Marco Investment Management Atlanta, Georgia	$26.8M	-$610K	6	5.59%	Reduced
962	BOK Bank of Kentucky Crestview Hills,, Kentucky	$26.7M	+$1.21M	4	6.08%	Increased
963	Raymond James Trust St. Petersburg, Florida	$26.7M	+$17.3K	5	3.29%	Increased
964	First Allied Advisory Services San Diego, California	$26.7M	+$4.08M	6	2%	Increased
965	CCC Chelsea Counsel Company Los Angeles, California	$26.6M	+$5.41M	4	5.41%	Increased
966	Roffman Miller Associates Philadelphia, Pennsylvania	$26.6M	+$505K	3	5.91%	Increased
967	PEAK6 Group Chicago, Illinois	$26.6M	-$15.3M	6	0.23%	Reduced
968	SM SCFF Management Menlo Park, California	$26.6M	$0	1	21.2%	Maintained
969	Boston Common Asset Management Boston, Massachusetts	$26.5M	-$179K	4	1.5%	Reduced
970	Bank of Hawaii Honolulu, Hawaii	$26.5M	-$1.12M	5	2.64%	Reduced
971	Arrow Financial Glens Falls, New York	$26.4M	-$2.08M	5	7.5%	Reduced
972	Kanawha Capital Management Richmond, Virginia	$26.4M	-$168K	3	4.98%	Reduced
973	Foster & Motley Cincinnati, Ohio	$26.4M	+$601K	3	6.48%	Increased
974	Grimes & Company Westborough, Massachusetts	$26.3M	+$208K	4	7.38%	Increased
975	Veritas Investment Management (UK) London, United Kingdom	$26.3M	+$1.93M	3	19.12%	Increased