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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
1101	CIC Canal Insurance Company Greenville, South Carolina	$22.3M	$0	2	7.59%	Maintained
1102	Snow Capital Management Sewickley, Pennsylvania	$22.2M	+$8.31M	2	0.65%	Increased
1103	Stock Yards Bank & Trust Louisville, Kentucky	$22.2M	-$328K	4	3.15%	Reduced
1104	Murphy Capital Management Bedminster, New Jersey	$22.2M	-$1.02M	6	3.32%	Reduced
1105	GJCM Grand Jean Capital Management San Francisco, California	$22.1M	-$2.99M	3	8.62%	Reduced
1106	Overbrook Management Corp New York	$22.1M	-$62.8K	2	3.36%	Reduced
1107	GCM Gabalex Capital Management New York	$22.1M	-$13.7M	1	7.94%	Reduced
1108	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$22M	-$3.43K	5	4.28%	Reduced
1109	GI Glovista Investments Jersey City, New Jersey	$22M	+$15.1M	3	2.52%	Increased
1110	Granite Investment Advisors Concord, New Hampshire	$22M	+$1.1M	4	3.84%	Increased
1111	LIM Lagoda Investment Management New York	$22M	-$2.96M	1	5.76%	Reduced
1112	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$21.9M	-$573K	2	4.2%	Reduced
1113	Deltec Asset Management New York	$21.9M	+$2.9M	3	4.81%	Increased
1114	FAB First American Bank Dundee, Illinois	$21.9M	-$338K	5	2.16%	Reduced
1115	Griffin Asset Management New York	$21.8M	-$4.79M	4	8.35%	Reduced
1116	Adell Harriman & Carpenter Houston, Texas	$21.7M	+$386K	6	5.6%	Increased
1117	Fiduciary Group Savannah, Georgia	$21.7M	+$22.3M	5	6.83%	New
1118	Main Street Research Lakeville, Connecticut	$21.7M	+$718K	6	4.44%	Increased
1119	Lee, Danner & Bass Nashville, Tennessee	$21.7M	-$357K	5	2.58%	Reduced
1120	HCCM Herring Creek Capital Management Stamford, Connecticut	$21.6M	-$4.18M	1	5.57%	Reduced
1121	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$21.5M	-$1.05M	1	6.15%	Reduced
1122	NS Partners London, United Kingdom	$21.5M	+$22.4M	4	3.42%	New
1123	AFAM Capital Austin, Texas	$21.5M	+$383K	3	2.85%	Increased
1124	Bainco International Investors Boston, Massachusetts	$21.5M	+$2.76M	3	4.8%	Increased
1125	BLB&B Advisors Montgomeryville, Pennsylvania	$21.4M	+$387K	5	4.44%	Increased