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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
1176	CCM Catawba Capital Management Roanoke, Virginia	$15.6M	+$16M	4	4.35%	New
1177	John G. Ullman & Associates Corning, New York	$15.6M	+$15.2M	3	3.27%	New
1178	IIM Ipswich Investment Management Beverly, Massachusetts	$15.6M	+$15.6M	6	6.74%	New
1179	JLB & Associates Plymouth, Michigan	$15.6M	+$16M	3	7.1%	New
1180	Eagle Global Advisors Houston, Texas	$15.6M	+$15.3M	4	0.59%	New
1181	BAS Brown Advisory Securities Baltimore, Maryland	$15.5M	+$15.4M	6	7.5%	New
1182	CCM Cupps Capital Management Chicago, Illinois	$15.5M	+$14.9M	4	1.23%	New
1183	MC Maplelane Capital New York	$15.5M	+$14.8M	2	0.97%	New
1184	Sand Hill Global Advisors Palo Alto, California	$15.4M	+$15.2M	4	4.24%	New
1185	Fuller & Thaler Asset Management San Mateo, California	$15.4M	+$15.2M	7	1.08%	New
1186	MB Financial Bank - Trust Department Rosemont, Illinois	$15.4M	+$15.6M	6	2.4%	New
1187	Snow Capital Management Sewickley, Pennsylvania	$15.3M	+$14.5M	1	0.71%	New
1188	KMC Kirr Marbach & Co Columbus, Indiana	$15.3M	+$15.5M	2	3.27%	New
1189	Appleton Partners Boston, Massachusetts	$15.2M	+$15.5M	4	4.39%	New
1190	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$15.2M	+$15.5M	4	4.06%	New
1191	WG Winchester Group New York	$15.2M	+$14.7M	4	3.25%	New
1192	SIC Schwartz Investment Counsel Plymouth, Michigan	$15.2M	+$16M	4	1.51%	New
1193	Zuckerman Investment Group Chicago, Illinois	$15.1M	+$14.4M	2	3.94%	New
1194	First National Trust Hermitage, Pennsylvania	$15M	+$15.1M	5	3.08%	New
1195	Regents of the University of California Oakland, California	$15M	+$14.7M	3	8.1%	New
1196	Van Cleef Asset Management Beachwood, Ohio	$15M	+$14.6M	3	7.94%	New
1197	GIM Groesbeck Investment Management Paramus, New Jersey	$15M	+$15.1M	2	6.32%	New
1198	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$15M	+$15.2M	3	5.55%	New
1199	JWBC J.W. Burns & Co Dewitt, New York	$15M	+$14.9M	4	6.14%	New
1200	Ensemble Capital Management San Francisco, California	$15M	+$14.9M	3	6.95%	New