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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	Grandfield & Dodd New York	$27.5M	+$666K	5	4.62%	Increased
1027	Sandy Spring Bank Olney, Maryland	$27.4M	+$918K	10	3.36%	Increased
1028	St. James Investment Company Southlake, Texas	$27.4M	+$412K	1	3.37%	Increased
1029	DCM Decatur Capital Management Decatur, Georgia	$27.3M	+$27.3M	2	3.73%	New
1030	E.S. Barr & Co Lexington, Kentucky	$27.3M	-$335K	3	3.48%	Reduced
1031	MC MIG Capital Newport Beach, California	$27.1M	$0	2	6.53%	Maintained
1032	BA Birinyi Associates Westport, Connecticut	$27.1M	+$5.18M	4	11.76%	Increased
1033	GSA Capital Partners London, United Kingdom	$27.1M	-$19M	11	1.33%	Reduced
1034	Greystone Managed Investments Regina, Saskatchewan, Canada	$27.1M	+$5.67M	2	1%	Increased
1035	Private Advisor Group Morristown, New Jersey	$26.8M	+$1.84M	6	1.48%	Increased
1036	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$26.7M	+$479K	5	5.42%	Increased
1037	1ST Source Bank South Bend, Indiana	$26.7M	-$170K	5	3.06%	Reduced
1038	Donaldson Capital Management Evansville, Indiana	$26.6M	+$751K	4	3.97%	Increased
1039	Foster Dykema Cabot & Co Waltham, Massachusetts	$26.6M	-$2.93M	5	6.8%	Reduced
1040	Capital Advisors Inc Tulsa, Oklahoma	$26.4M	-$924K	4	4.76%	Reduced
1041	LHC Levy Harkins & Co New York	$26.3M	-$345K	2	14.37%	Reduced
1042	Stephens Inc Little Rock, Arkansas	$26.3M	+$356K	7	1.37%	Increased
1043	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$26M	+$634K	1	8.4%	Increased
1044	Giverny Capital Montreal, Quebec, Canada	$26M	+$536K	2	5.22%	Increased
1045	Insight Holdings Group New York	$25.9M	$0	1	16.43%	Maintained
1046	ArrowMark Colorado Holdings Denver, Colorado	$25.9M	-$1.37M	6	0.71%	Reduced
1047	SCM Somerset Capital Management London, United Kingdom	$25.9M	+$2.32M	1	10.26%	Increased
1048	Arvest Bank Trust Division Dewey, Oklahoma	$25.9M	+$611K	3	2.34%	Increased
1049	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$25.8M	-$23.4M	5	0.48%	Reduced
1050	Bank of Hawaii Honolulu, Hawaii	$25.8M	+$2.11M	5	2.99%	Increased