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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
1026	Bragg Financial Advisors Charlotte, North Carolina	$20.9M	+$265K	6	5.44%	Increased
1027	Chilton Capital Management Houston, Texas	$20.9M	-$4.4M	7	2.39%	Reduced
1028	Grandfield & Dodd New York	$20.7M	-$270K	4	3.69%	Reduced
1029	Veritas Investment Management (UK) London, United Kingdom	$20.7M	-$794K	3	17.04%	Reduced
1030	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$20.6M	+$5.3M	3	4.52%	Increased
1031	TIAAOA Teachers Insurance & Annuity Association of America New York	$20.6M	$0	1	1.21%	Maintained
1032	BCM Boltwood Capital Management Walnut Creek, California	$20.6M	+$1.66M	5	7.47%	Increased
1033	QS Investors New York	$20.6M	-$7.68M	5	0.89%	Reduced
1034	MG Meditor Group Hamilton, Bermuda	$20.5M	-$57.3M	1	2.9%	Reduced
1035	Convergence Investment Partners Palm Beach Gardens, Florida	$20.5M	+$705K	4	4.34%	Increased
1036	Cortland Associates St Louis, Missouri	$20.5M	-$151K	3	4.39%	Reduced
1037	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$20.4M	-$1.06M	2	5.57%	Reduced
1038	Ledyard National Bank	$20.4M	+$562K	6	3.6%	Increased
1039	Avenir Corporation Alexandria, Virginia	$20.4M	+$20.2M	1	1.97%	New
1040	AIM Act II Management New York	$20.3M	-$1.44M	1	5.15%	Reduced
1041	UM Ulysses Management New York	$20.3M	-$3.41M	2	2.61%	Reduced
1042	IG Ithaka Group Arlington, Virginia	$20.3M	+$820K	2	4.71%	Increased
1043	J.V. Bruni & Co Colorado Springs, Colorado	$20.3M	-$31.1K	1	4.19%	Reduced
1044	DBG De Burlo Group Boston, Massachusetts	$20.3M	-$1.67M	6	5.52%	Reduced
1045	EULAV Asset Management Sarasota, Florida	$20.3M	-$210K	5	1.18%	Reduced
1046	Thompson Investment Management Madison, Wisconsin	$20.3M	+$401K	3	4.38%	Increased
1047	Delta Asset Management Memphis, Tennessee	$20.2M	+$203K	6	4.92%	Increased
1048	KCM Investment Advisors Greenbrae, California	$20.2M	+$44K	4	2.41%	Increased
1049	MCM McKinley Capital Management Anchorage, Alaska	$20.2M	-$6.7M	5	0.88%	Reduced
1050	RCIM Russell Clark Investment Management London, United Kingdom	$20.1M	-$444K	1	7.02%	Reduced