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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
1126	LAM Lapides Asset Management Greenwich, Connecticut	$20.2M	+$7.36M	1	2.74%	Increased
1127	FPCM Financial Partners Capital Management New York	$20.2M	+$1.1M	3	6.17%	Increased
1128	CA Cornerstone Advisors Asheville, North Carolina	$20.1M	+$2.54M	4	4%	Increased
1129	KLWA Kelly Lawrence W & Associates Pasadens, California	$20.1M	-$66.4K	4	4.28%	Reduced
1130	NPC National Planning Corporation El Segundo, California	$20M	-$76.5K	5	1.57%	Reduced
1131	First Financial Bank - Trust Division Hamilton, Ohio	$19.9M	-$2.52M	4	3.95%	Reduced
1132	MC Mathes Company New York	$19.9M	-$219K	6	9.85%	Reduced
1133	MKP Capital Management New York	$19.9M	+$20.2M	1	5.15%	New
1134	HPCM High Pointe Capital Management Chicago, Illinois	$19.8M	+$666K	6	7.21%	Increased
1135	FCM Firsthand Capital Management San Jose, California	$19.8M	-$1.23M	4	9.04%	Reduced
1136	Nichols & Pratt Advisers Boston, Massachusetts	$19.7M	-$4.42M	4	1.7%	Reduced
1137	Washington Trust Bank Spokane, Washington	$19.7M	-$338K	9	4%	Reduced
1138	LIC Lodestar Investment Counsel Chicago, Illinois	$19.6M	-$603K	5	5.89%	Reduced
1139	J.V. Bruni & Co Colorado Springs, Colorado	$19.6M	-$334K	1	3.65%	Reduced
1140	JLB & Associates Plymouth, Michigan	$19.6M	+$169K	3	7.1%	Increased
1141	AIA Affinity Investment Advisors Newport Beach, California	$19.5M	-$166K	2	2.21%	Reduced
1142	IAM Integre Asset Management New York	$19.5M	-$1.06M	3	4.16%	Reduced
1143	BAC Boys Arnold & Co Asheville, North Carolina	$19.5M	+$214K	4	3.37%	Increased
1144	Moore Capital Management New York	$19.5M	-$3.01M	5	0.47%	Reduced
1145	HMI Capital Management San Francisco, California	$19.5M	-$3.46M	1	10.06%	Reduced
1146	MCM Mazama Capital Management Portland, Oregon	$19.5M	+$9.29M	4	5.2%	Increased
1147	FSC Fiduciary Services Corp Savannah, Georgia	$19.4M	+$400K	5	7.28%	Increased
1148	LT LJ Trust Reno, Nevada	$19.4M	$0	1	3.93%	Maintained
1149	Sand Hill Global Advisors Palo Alto, California	$19.4M	+$1.41M	4	3.65%	Increased
1150	SIC Schwartz Investment Counsel Plymouth, Michigan	$19.3M	-$659K	2	1.37%	Reduced