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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	Stewart & Patten Company Lafayette, California	$30.5M	-$381K	6	6.35%	Reduced
1102	CA Cullinan Associates Louisville, Kentucky	$30.5M	-$3.07M	5	2.65%	Reduced
1103	WEC White Elm Capital Greenwich, Connecticut	$30.4M	-$12M	1	3.16%	Reduced
1104	FPCM Financial Partners Capital Management New York	$30.3M	-$11K	5	7.22%	Reduced
1105	Norris Perne & French Grand Rapids, Michigan	$30.3M	+$1.84M	5	6.34%	Increased
1106	Reynders McVeigh Capital Management Boston, Massachusetts	$30.3M	+$2.11M	6	4.96%	Increased
1107	Allstate Corporation Northbrook, Illinois	$30.2M	-$4.22M	4	2.87%	Reduced
1108	ArrowMark Colorado Holdings Denver, Colorado	$30.1M	-$1.84M	6	0.82%	Reduced
1109	1ST Source Bank South Bend, Indiana	$30.1M	-$74.3K	6	3.49%	Reduced
1110	Chas P. Smith & Associates (CPS) Lakeland, Florida	$30M	+$390K	6	5.3%	Increased
1111	RCP Rothschild Capital Partners New York	$30M	+$3.21M	3	15.1%	Increased
1112	J.M. Forbes & Co Boston, Massachusetts	$30M	-$5.05M	4	8.02%	Reduced
1113	CGL Clarius Group LLC Seattle, Washington	$29.9M	+$27.8M	6	17.35%	New
1114	SCM Summit Capital Management Seattle, Washington	$29.9M	-$1.53M	1	12.1%	Reduced
1115	Snow Capital Management Sewickley, Pennsylvania	$29.7M	+$9.3M	3	1.18%	Increased
1116	AL Agran Libbie Santa Monica, California	$29.7M	+$190K	7	7.83%	Increased
1117	Locust Wood Capital Advisers New York	$29.7M	-$648K	2	3.67%	Reduced
1118	Kimelman & Baird New York	$29.6M	+$27.9M	3	5.56%	New
1119	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$29.5M	-$1.89M	2	9.77%	Reduced
1120	FAB First American Bank Dundee, Illinois	$29.5M	-$5.34M	4	2.99%	Reduced
1121	GAMCO Investors Greenwich, Connecticut	$29.3M	-$16M	4	0.19%	Reduced
1122	Calamos Wealth Management Naperville, Illinois	$29.3M	+$11.5M	5	5.84%	Increased
1123	HCM Harvey Capital Management Palm Beach, Florida	$29.3M	+$313K	6	11.56%	Increased
1124	Kanawha Capital Management Richmond, Virginia	$29.3M	+$2.08M	5	5.26%	Increased
1125	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$29.2M	+$1.67M	3	5.14%	Increased