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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	CC ClearArc Capital Cincinnati, Ohio	$25M	-$589K	7	5.12%	Reduced
1052	Lockheed Martin Investment Management Bethesda, Maryland	$25M	+$12.6M	6	1.21%	Increased
1053	Giverny Capital Montreal, Quebec, Canada	$24.9M	+$24.5M	2	5.46%	New
1054	Regal Partners Sydney, NSW, Australia	$24.9M	+$7.37M	2	11.2%	Increased
1055	Sandy Spring Bank Olney, Maryland	$24.9M	-$13K	7	2.89%	Reduced
1056	FirstMerit Bank N.A. Trustee Akron, Ohio	$24.8M	-$281K	5	2.03%	Reduced
1057	MassMutual Private Wealth & Trust Windsor, Connecticut	$24.8M	+$12.2M	9	4.08%	Increased
1058	IAM Integre Asset Management New York	$24.7M	+$3.14M	5	4.9%	Increased
1059	FTIM Flowering Tree Investment Management Singapore	$24.7M	+$26.8M	1	11%	New
1060	FA FDx Advisors Chicago, Illinois	$24.6M	+$1.33M	7	0.54%	Increased
1061	Sabal Trust St. Petersburg, Florida	$24.6M	+$1.28M	1	3.24%	Increased
1062	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$24.6M	-$9.07M	5	1.72%	Reduced
1063	FC Farley Capital New York	$24.5M	-$2.88M	1	19.36%	Reduced
1064	Webster Bank Waterbury, Connecticut	$24.5M	-$297K	5	4.06%	Reduced
1065	HHC Hutchin Hill Capital New York	$24.5M	-$584K	6	0.68%	Reduced
1066	E.S. Barr & Co Lexington, Kentucky	$24.4M	+$1.38M	3	2.87%	Increased
1067	KCM Investment Advisors Greenbrae, California	$24.4M	+$836K	5	1.95%	Increased
1068	CCC Chelsea Counsel Company Los Angeles, California	$24.3M	+$46.4K	4	5.23%	Increased
1069	IA Icon Advisers Greenwood Village, Colorado	$24.3M	+$305K	3	1.42%	Increased
1070	NC Nevsky Capital London, United Kingdom	$24M	+$25.6M	1	3.26%	New
1071	SMI Shelter Mutual Insurance Columbia, Missouri	$23.9M	$0	2	7.49%	Maintained
1072	HA Hays Advisory Franklin, Tennessee	$23.9M	-$1.47M	2	3.09%	Reduced
1073	Bragg Financial Advisors Charlotte, North Carolina	$23.9M	+$1.47M	6	5.5%	Increased
1074	BP Bandera Partners New York	$23.9M	+$3.05M	1	13.26%	Increased
1075	TCM Tradewinds Capital Management Bellingham, Washington	$23.8M	-$916K	9	17.67%	Reduced