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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
1051	HA Hays Advisory Franklin, Tennessee	$25.8M	-$1.2M	2	3.41%	Reduced
1052	Webster Bank Waterbury, Connecticut	$25.7M	-$1.77M	5	4.55%	Reduced
1053	Chas P. Smith & Associates (CPS) Lakeland, Florida	$25.6M	+$7.26M	4	5.08%	Increased
1054	Gerstein Fisher New York	$25.5M	+$1.69M	5	4.49%	Increased
1055	ICC Capital Management Orlando, Florida	$25.5M	-$5.23M	6	3.09%	Reduced
1056	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$25.5M	+$333K	4	5.35%	Increased
1057	GIM Greylin Investment Management Orange, Virginia	$25.5M	-$79.4K	2	6.08%	Reduced
1058	Chilton Capital Management Houston, Texas	$25.5M	+$316K	3	2.7%	Increased
1059	Stock Yards Bank & Trust Louisville, Kentucky	$25.4M	-$5.06M	4	3.85%	Reduced
1060	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$25.4M	+$540K	5	5.93%	Increased
1061	DSI Daiwa SB Investments Tokyo, Japan	$25.4M	+$237K	4	3.18%	Increased
1062	OCM Olstein Capital Management Purchase, New York	$25.3M	+$6.92M	3	3.3%	Increased
1063	Trust Company of Vermont Brattleboro, Vermont	$25.3M	+$717K	7	3.83%	Increased
1064	Allstate Corporation Northbrook, Illinois	$25.3M	-$36.9M	2	1.15%	Reduced
1065	GIM Greystone Investment Management Cincinnati, Ohio	$25.2M	-$458K	3	9.9%	Reduced
1066	SAM Symphony Asset Management San Francisco, California	$25.2M	-$11.4M	4	2.6%	Reduced
1067	Bank of Hawaii Honolulu, Hawaii	$25.2M	-$1.22M	4	2.35%	Reduced
1068	EGM Espalier Global Management New York	$25.1M	-$12.8M	2	1.34%	Reduced
1069	Capital Advisors Inc Tulsa, Oklahoma	$25.1M	+$6.82M	5	5.13%	Increased
1070	CIC Canal Insurance Company Greenville, South Carolina	$25M	$0	2	7.94%	Maintained
1071	First Long Island Investors Jericho, New York	$25M	+$1.29M	2	5.46%	Increased
1072	RNC Capital Management Los Angeles, California	$24.9M	-$463K	6	2%	Reduced
1073	FNB First Niagara Bank Lockport, New York	$24.9M	-$682K	5	5.25%	Reduced
1074	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$24.9M	+$969K	5	6.69%	Increased
1075	Kennedy Capital Management St Louis, Missouri	$24.8M	+$8.63M	2	0.49%	Increased