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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	HC Hourglass Capital Houston, Texas	$14.8M	-$4.15M	5	2.59%	Reduced
1202	PVH Psagot Value Holdings Tel Aviv, Israel	$14.7M	+$322K	4	0.55%	Increased
1203	CCM Century Capital Management Boston, Massachusetts	$14.6M	-$16.6M	2	0.61%	Reduced
1204	Bailard Foster City, California	$14.6M	-$4.64M	7	2.77%	Reduced
1205	Osborn Williams & Donohoe Cincinnati, Ohio	$14.6M	+$407K	4	3.56%	Increased
1206	SFG Sather Financial Group Victoria, Texas	$14.6M	+$1.77M	3	10.46%	Increased
1207	AHS Aspiriant Holdings S3 Los Angeles, California	$14.6M	+$154K	4	6.14%	Increased
1208	CM Capital Management Glen Allen, Virginia	$14.5M	-$1.91M	4	5.61%	Reduced
1209	Chemical Bank Detroit, Michigan	$14.3M	-$1.48M	4	2.77%	Reduced
1210	Penobscot Investment Management Boston, Massachusetts	$14.3M	+$200K	4	5.61%	Increased
1211	Appleton Partners Boston, Massachusetts	$14.3M	-$649K	4	3.83%	Reduced
1212	SKP Sanborn Kilcollin Partners Chicago, Illinois	$14.2M	+$1.2M	1	7.49%	Increased
1213	Torray Investment Partners Bethesda, Maryland	$14.2M	+$49.3K	2	3.06%	Increased
1214	CCM Cupps Capital Management Chicago, Illinois	$14.2M	-$2.16M	3	0.92%	Reduced
1215	Channing Capital Management Chicago, Illinois	$14.2M	+$4.88M	3	1.04%	Increased
1216	ARMC American Research & Management Company Marion, Massachusetts	$14.2M	-$7.57K	4	5.62%	Reduced
1217	IIM Ipswich Investment Management Beverly, Massachusetts	$14.2M	-$1.6M	6	6.37%	Reduced
1218	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$14.1M	-$16.7K	5	3.01%	Reduced
1219	Penn Capital Management Philadelphia, Pennsylvania	$14.1M	+$315K	2	0.58%	Increased
1220	Norris Perne & French Grand Rapids, Michigan	$14M	+$6.47M	6	2.89%	Increased
1221	Moore Capital Management New York	$14M	-$6.33M	4	0.3%	Reduced
1222	MC Mathes Company New York	$13.9M	-$553K	3	13.28%	Reduced
1223	CANC Culbertson A N & Co Charlottesville, Virginia	$13.9M	-$105K	4	7.46%	Reduced
1224	Wallington Asset Management Indianapolis, Indiana	$13.9M	+$35.1K	2	5.72%	Increased
1225	MCM McMillion Capital Management Greensboro, North Carolina	$13.9M	-$602K	3	9.91%	Reduced