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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
1201	KCP KDI Capital Partners Raleigh, North Carolina	$14.7M	+$15.6M	2	3.61%	New
1202	ARMC American Research & Management Company Marion, Massachusetts	$14.6M	+$15.5M	4	5.89%	New
1203	Leuthold Group Minneapolis, Minnesota	$14.6M	+$15.1M	4	1.36%	New
1204	HA Hays Advisory Franklin, Tennessee	$14.6M	+$15.8M	1	2.07%	New
1205	MCM McMillion Capital Management Greensboro, North Carolina	$14.6M	+$15M	3	10.78%	New
1206	Fukoku Mutual Life Insurance Tokyo, Japan	$14.6M	+$14.9M	8	3.45%	New
1207	General Pension Society PZU Joint Stock Warsaw, Poland	$14.5M	+$14M	1	10.23%	New
1208	GW&K Investment Management Boston, Massachusetts	$14.5M	+$14.2M	3	0.54%	New
1209	LIC Lodestar Investment Counsel Chicago, Illinois	$14.5M	+$14.5M	3	5.54%	New
1210	Patten & Patten Chattanooga, Tennessee	$14.5M	+$14.4M	4	2.37%	New
1211	PVH Psagot Value Holdings Tel Aviv, Israel	$14.5M	+$14.1M	4	0.61%	New
1212	AIC Argus Investors Counsel New York	$14.5M	+$14.3M	3	6.29%	New
1213	Penobscot Investment Management Boston, Massachusetts	$14.5M	+$15M	4	6.03%	New
1214	BRA Bender Robert & Associates Pasadena, California	$14.4M	+$14.4M	4	12.4%	New
1215	Granite Investment Advisors Concord, New Hampshire	$14.4M	+$14M	3	3.32%	New
1216	Next Century Growth Investors Plymouth, Minnesota	$14.4M	+$13.8M	2	0.46%	New
1217	Wallington Asset Management Indianapolis, Indiana	$14.4M	+$14.5M	2	6.1%	New
1218	AHS Aspiriant Holdings S3 Los Angeles, California	$14.3M	+$14.6M	4	6.45%	New
1219	Torray Investment Partners Bethesda, Maryland	$14.3M	+$15.2M	2	3.1%	New
1220	Osborn Williams & Donohoe Cincinnati, Ohio	$14.2M	+$14.5M	3	3.7%	New
1221	CANC Culbertson A N & Co Charlottesville, Virginia	$14.2M	+$14.6M	4	7.98%	New
1222	SCI S&CO Inc Boston, Massachusetts	$14.2M	+$14.2M	3	2.15%	New
1223	NPC National Planning Corporation El Segundo, California	$14.1M	+$14.4M	5	1.75%	New
1224	Essex Financial Services Essex, Connecticut	$14.1M	+$14.5M	5	4.93%	New
1225	AA Antipodean Advisors New York	$14.1M	+$13.6M	1	1.48%	New