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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
1151	WDA Wendell David Associates Portsmouth, New Hampshire	$16.1M	-$135K	5	3.87%	Reduced
1152	MB Financial Bank - Trust Department Rosemont, Illinois	$16.1M	+$293K	6	2.4%	Increased
1153	BAC Boys Arnold & Co Asheville, North Carolina	$16.1M	-$3.27M	4	3.35%	Reduced
1154	CA Cullinan Associates Louisville, Kentucky	$16.1M	-$1.06M	2	2.16%	Reduced
1155	CCM Cohen Capital Management Corte Madera, California	$16.1M	+$60.4K	3	4.95%	Increased
1156	CIM CenturyLink Investment Management Denver, Colorado	$16.1M	+$474K	5	4.89%	Increased
1157	J.M. Forbes & Co Boston, Massachusetts	$16M	+$255K	3	4.53%	Increased
1158	JLB & Associates Plymouth, Michigan	$16M	+$167K	3	6.74%	Increased
1159	Laird Norton Wetherby Wealth Management San Francisco, California	$16M	-$166K	6	4.99%	Reduced
1160	First Interstate Bank Billings, Montana	$16M	-$2.74M	4	4.3%	Reduced
1161	BTG Pactual Global Asset Management Hamilton, Bermuda	$16M	+$16.1M	2	3.53%	New
1162	Fuller & Thaler Asset Management San Mateo, California	$15.8M	-$1.44M	8	0.95%	Reduced
1163	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$15.8M	+$6.46M	4	1.85%	Increased
1164	SIC Schwartz Investment Counsel Plymouth, Michigan	$15.8M	+$279K	4	1.34%	Increased
1165	Oaktree Capital Management Los Angeles, California	$15.8M	+$15.4M	1	0.3%	New
1166	PWM Patriot Wealth Management Houston, Texas	$15.7M	+$2.08M	5	4.66%	Increased
1167	Harvard Management Company Boston, Massachusetts	$15.7M	+$14.5M	2	1.29%	Increased
1168	JWBC J.W. Burns & Co Dewitt, New York	$15.7M	+$941K	4	6%	Increased
1169	LIC Lodestar Investment Counsel Chicago, Illinois	$15.7M	+$1.11M	3	5.68%	Increased
1170	Destination Wealth Management Walnut Creek, California	$15.7M	+$862K	3	1.81%	Increased
1171	AC Amiya Capital London, United Kingdom	$15.6M	+$15.2M	2	2.49%	New
1172	ACP Arrowgrass Capital Partners London, United Kingdom	$15.6M	$0	1	1.81%	Maintained
1173	Hendershot Investments Centreville, Virginia	$15.6M	+$4.91M	4	10.97%	Increased
1174	HA Hays Advisory Franklin, Tennessee	$15.6M	-$207K	1	2.01%	Reduced
1175	CCM Catawba Capital Management Roanoke, Virginia	$15.6M	+$75.8K	4	4.07%	Increased