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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	E.S. Barr & Co Lexington, Kentucky	$22.2M	+$2.89M	3	2.53%	Increased
1127	GIM Greylin Investment Management Orange, Virginia	$22.2M	+$612K	1	5.22%	Increased
1128	IAM Integre Asset Management New York	$22.1M	+$887K	4	4.59%	Increased
1129	First American Trust Santa Ana, California	$22.1M	-$1.98M	4	8.19%	Reduced
1130	AFAM Capital Austin, Texas	$22.1M	-$444K	3	2.81%	Reduced
1131	Beacon Trust Morristown, New Jersey	$22M	+$1.79M	5	3.38%	Increased
1132	Murphy Capital Management Bedminster, New Jersey	$22M	-$1.55M	6	3.36%	Reduced
1133	QI Quotient Investors New York	$22M	-$4.17M	3	4.51%	Reduced
1134	Adell Harriman & Carpenter Houston, Texas	$21.9M	+$183K	6	5.97%	Increased
1135	NPC National Planning Corporation El Segundo, California	$21.8M	+$3.23M	11	1.54%	Increased
1136	Ledyard National Bank	$21.8M	-$96.9K	6	4.02%	Reduced
1137	PC Passport Capital San Francisco, California	$21.8M	-$83.4M	2	0.56%	Reduced
1138	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$21.8M	$0	6	4.26%	Maintained
1139	Snow Capital Management Sewickley, Pennsylvania	$21.7M	+$1.29M	2	0.65%	Increased
1140	BG Bollard Group Boston, Massachusetts	$21.7M	+$4.58M	5	1.91%	Increased
1141	ID Integral Derivatives New York	$21.7M	+$10.4M	7	0.37%	Increased
1142	FAB First American Bank Dundee, Illinois	$21.7M	-$3.18M	5	2.3%	Reduced
1143	CF CNA Financial Chicago, Illinois	$21.6M	-$13.1M	3	5.03%	Reduced
1144	PWM Patriot Wealth Management Houston, Texas	$21.5M	+$233K	5	5.04%	Increased
1145	BHTS Bar Harbor Trust Services Ellsworth, Maine	$21.2M	+$6.72M	3	9.12%	Increased
1146	Lee, Danner & Bass Nashville, Tennessee	$21.2M	+$950K	5	2.53%	Increased
1147	JLB & Associates Plymouth, Michigan	$21.1M	-$39.9K	3	7%	Reduced
1148	Central Securities New York	$21.1M	+$935K	3	4.56%	Increased
1149	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$21M	+$8.94M	3	10.3%	Increased
1150	BLB&B Advisors Montgomeryville, Pennsylvania	$21M	-$491K	3	4.44%	Reduced