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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	DCC Dow Chemical Company Midland, Michigan	$18.4M	+$4.31M	4	1.51%	Increased
1177	WealthTrust Fairport Cleveland, Ohio	$18.3M	-$2.54M	6	2.81%	Reduced
1178	AFG American Financial Group Cincinnati, Ohio	$18.3M	$0	1	1.62%	Maintained
1179	NC NBW Capital Boston, Massachusetts	$18.2M	-$8.93M	3	4.68%	Reduced
1180	OCM Olstein Capital Management Purchase, New York	$18.1M	-$316K	3	2.48%	Reduced
1181	FAM Fortaleza Asset Management Chicago, Illinois	$18.1M	+$638K	5	9.25%	Increased
1182	Oaktree Capital Management Los Angeles, California	$18.1M	+$4.85M	1	0.34%	Increased
1183	DCM Destrier Capital Management New York	$18M	-$93.2K	2	8.88%	Reduced
1184	CCM Catawba Capital Management Roanoke, Virginia	$18M	+$182K	4	4.29%	Increased
1185	Sand Hill Global Advisors Palo Alto, California	$18M	+$188K	4	3.63%	Increased
1186	Bainco International Investors Boston, Massachusetts	$18M	-$2.54M	3	4.61%	Reduced
1187	BC Bruce & Co Chicago, Illinois	$17.9M	+$2.76M	1	4.81%	Increased
1188	Hendershot Investments Centreville, Virginia	$17.9M	-$1.9M	4	11.04%	Reduced
1189	GW&K Investment Management Boston, Massachusetts	$17.8M	-$346K	3	0.48%	Reduced
1190	Central Securities New York	$17.8M	+$1.9M	2	3.85%	Increased
1191	Formuepleje A/S Aarhus C, Denmark	$17.8M	+$16.3M	2	2.09%	New
1192	RCP Rothschild Capital Partners New York	$17.7M	-$1.12M	2	8.72%	Reduced
1193	CIM CenturyLink Investment Management Denver, Colorado	$17.7M	+$1.9M	5	5.75%	Increased
1194	NPC National Planning Corporation El Segundo, California	$17.7M	+$497K	5	1.53%	Increased
1195	FBC Fairfield, Bush & Co Darien, Connecticut	$17.7M	-$170K	4	8.33%	Reduced
1196	BTNA Bremer Trust National Association St. Cloud, Minnesota	$17.7M	+$111K	7	6.52%	Increased
1197	CA Cornerstone Advisors Asheville, North Carolina	$17.7M	-$1.94M	4	4.16%	Reduced
1198	HC HHG & Company Darien, Connecticut	$17.7M	+$3.6M	5	6.04%	Increased
1199	FOAM Five Oceans Asset Management Sydney, Australia	$17.6M	-$2.97M	2	5.09%	Reduced
1200	FineMark National Bank & Trust Fort Myers, Florida	$17.6M	+$1.06M	8	3.29%	Increased