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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	USCA RIA Houston, Texas	$57.3M	+$3.73M	9	5.82%	Increased
1102	Greystone Managed Investments Regina, Saskatchewan, Canada	$57.3M	+$819K	3	3.28%	Increased
1103	LRPA L. Roy Papp & Associates Phoenix, Arizona	$57.3M	+$811K	6	9%	Increased
1104	Kimelman & Baird New York	$57.3M	-$1.02M	6	7.97%	Reduced
1105	TM Tiger Management New York	$57.1M	+$1.14M	4	23.16%	Increased
1106	JC JBF Capital Aspen, Colorado	$57.1M	-$11.2M	3	10.38%	Reduced
1107	Grandfield & Dodd New York	$56.9M	-$897K	6	5.63%	Reduced
1108	Thompson Siegel & Walmsley Richmond, Virginia	$56.7M	-$3.69M	13	0.82%	Reduced
1109	MAM Morse Asset Management Darien, Connecticut	$56.5M	-$3.05M	5	16.65%	Reduced
1110	Maple Capital Management Montpelier, Vermont	$56.5M	+$1.72M	5	12.7%	Increased
1111	Donaldson Capital Management Evansville, Indiana	$56.5M	-$16.7M	5	4.68%	Reduced
1112	Osborn Williams & Donohoe Cincinnati, Ohio	$56.4M	+$508K	7	5.81%	Increased
1113	Vantage Investment Partners Kansas City, Missouri	$56.4M	-$143M	3	6.45%	Reduced
1114	BA Birinyi Associates Westport, Connecticut	$56.4M	+$1.81M	6	23.67%	Increased
1115	Halsey Associates New Haven, Connecticut	$56.3M	-$3.18M	5	10.06%	Reduced
1116	Huber Capital Management El Segundo, California	$56.3M	-$8.09M	4	6.69%	Reduced
1117	CapWealth Advisors Franklin, Tennessee	$56.2M	+$514K	5	8.03%	Increased
1118	AC Asturias Capital New York	$56M	-$5.12M	4	28.5%	Reduced
1119	Smith Salley Wealth Management Greensboro, North Carolina	$56M	-$763K	5	8.45%	Reduced
1120	Lombard Odier Asset Management (Europe) London, United Kingdom	$56M	+$27.6M	8	4.75%	Increased
1121	Chas P. Smith & Associates (CPS) Lakeland, Florida	$55.9M	-$171K	5	6.58%	Reduced
1122	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$55.9M	+$603K	2	10.43%	Increased
1123	Weatherly Asset Management Del Mar, California	$55.7M	+$206K	7	11.11%	Increased
1124	Capital Investment Advisors Atlanta, Georgia	$55.7M	+$520K	8	3.05%	Increased
1125	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$55.6M	-$243K	6	7.03%	Reduced