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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	Central Securities New York	$54.6M	-$688K	3	8.21%	Reduced
1152	Bragg Financial Advisors Charlotte, North Carolina	$54.4M	+$421K	7	6.62%	Increased
1153	Portolan Capital Management Boston, Massachusetts	$54.3M	-$11.5M	3	6.12%	Reduced
1154	CMG Cavalry Management Group San Francisco, California	$54.1M	+$6.83M	2	12.69%	Increased
1155	Sepio Capital Salt Lake City, Utah	$53.6M	+$4.58M	6	5.53%	Increased
1156	Hemenway Trust Hemenway Trust Salem, New Hampshire	$53.5M	+$715K	6	8.39%	Increased
1157	Polunin Capital Partners London, United Kingdom	$53.5M	+$1.24M	1	13.62%	Increased
1158	Cookson Peirce & Co Pittsburgh, Pennsylvania	$53.3M	-$4.6M	2	4.66%	Reduced
1159	Northstar Investment Advisors Denver, Colorado	$53.3M	+$2.35M	6	8.88%	Increased
1160	Abner Herrman & Brock Jersey City, New Jersey	$53.3M	-$1.09M	7	7.86%	Reduced
1161	Gifford Fong Associates Lafayette, California	$53.2M	+$1.85M	6	17.4%	Increased
1162	Rockland Trust Hanover, Massachusetts	$53M	+$6.51M	6	4.82%	Increased
1163	YCG LLC Austin, Texas	$53M	+$182K	2	7.89%	Increased
1164	GW Henssler & Associates Kennesaw, Georgia	$53M	-$796K	8	4.72%	Reduced
1165	Essex Investment Management Boston, Massachusetts	$52.8M	+$5.38M	8	7.63%	Increased
1166	Baker Avenue Asset Management San Francisco, California	$52.8M	-$1.47M	8	4.21%	Reduced
1167	Snowden Capital Advisors New York	$52.8M	-$2.3M	8	5.31%	Reduced
1168	Godsey & Gibb Inc Richmond, Virginia	$52.8M	-$5.75M	6	8.04%	Reduced
1169	Penn Davis McFarland Dallas, Texas	$52.7M	-$550K	3	16.5%	Reduced
1170	Nexus Investment Management Toronto, Ontario, Canada	$52.7M	-$9.01M	3	7.49%	Reduced
1171	Weatherly Asset Management Del Mar, California	$52.6M	-$2.47M	7	11.21%	Reduced
1172	SC Selz Capital New York	$52.5M	+$12.4M	3	13.23%	Increased
1173	Ashburton (Jersey) St Helier, Jersey	$52.4M	-$33.4K	8	25.84%	Reduced
1174	Brown Advisory Securities Baltimore, Maryland	$52.4M	-$2.57M	6	14.74%	Reduced
1175	Birinyi Associates Westport, Connecticut	$52.4M	-$4.17M	5	22.72%	Reduced