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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	BPM Bowling Portfolio Management Cincinnati, Ohio	$18.8M	-$285K	5	4.63%	Reduced
1152	Teachers Insurance & Annuity Association of America New York	$18.8M	$0	1	1.1%	Maintained
1153	Zuckerman Investment Group Chicago, Illinois	$18.8M	+$94.8K	2	4.42%	Increased
1154	Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$18.8M	+$538K	5	19.14%	Increased
1155	CA Cornerstone Advisors Asheville, North Carolina	$18.7M	+$7M	4	4.59%	Increased
1156	PCM Palestra Capital Management New York	$18.7M	-$736K	1	3.84%	Reduced
1157	Frontier Investment Management Dallas, Texas	$18.7M	-$195K	4	3.49%	Reduced
1158	Hendershot Investments Centreville, Virginia	$18.6M	+$257K	4	12.05%	Increased
1159	QCM Cayman Houston, Texas	$18.5M	+$15.8M	3	5.94%	Increased
1160	HPCM High Pointe Capital Management Chicago, Illinois	$18.5M	-$3.41M	6	7.3%	Reduced
1161	NCM Capital Management Group Durham, North Carolina	$18.4M	-$903K	6	12.11%	Reduced
1162	MB Financial Bank - Trust Department Rosemont, Illinois	$18.4M	-$36.9K	6	2.57%	Reduced
1163	Virtu Financial New York	$18.4M	+$4.22M	2	1.84%	Increased
1164	Regal Partners Sydney, NSW, Australia	$18.4M	-$20.8M	1	5.88%	Reduced
1165	Laird Norton Wetherby Wealth Management San Francisco, California	$18.4M	+$41.7K	6	5.23%	Increased
1166	Canandaigua National Bank & Trust Canandaigua, New York	$18.3M	-$464K	5	6.46%	Reduced
1167	Shelter Insurance Retirement Plan Columbia, Missouri	$18.3M	$0	2	7.25%	Maintained
1168	Psagot Value Holdings Tel Aviv, Israel	$18.3M	-$104K	4	0.64%	Reduced
1169	Lee, Danner & Bass Nashville, Tennessee	$18.3M	+$54.3K	5	2.44%	Increased
1170	SIG Schooner Investment Group Wayne, Pennsylvania	$18.2M	+$2.88M	4	5.62%	Increased
1171	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$18.2M	-$272K	2	5.33%	Reduced
1172	Destination Wealth Management Walnut Creek, California	$18.2M	+$167K	3	1.9%	Increased
1173	Sand Hill Global Advisors Palo Alto, California	$18.1M	-$5.08M	4	3.84%	Reduced
1174	SFG Sather Financial Group Victoria, Texas	$18M	+$1.96M	3	12%	Increased
1175	JLB & Associates Plymouth, Michigan	$17.9M	-$861	3	6.82%	Reduced