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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	Patten & Patten Chattanooga, Tennessee	$16.8M	+$1.03M	4	2.34%	Increased
1202	First National Trust Hermitage, Pennsylvania	$16.8M	+$167K	5	3.06%	Increased
1203	Hourglass Capital Houston, Texas	$16.8M	-$387K	4	2.68%	Reduced
1204	Catawba Capital Management Roanoke, Virginia	$16.8M	-$121K	4	4.02%	Reduced
1205	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$16.8M	+$821K	7	3.28%	Increased
1206	American Financial Group Cincinnati, Ohio	$16.7M	-$7.99M	1	1.64%	Reduced
1207	Van Cleef Asset Management Beachwood, Ohio	$16.7M	-$1.02M	4	7.35%	Reduced
1208	Fuller & Thaler Asset Management San Mateo, California	$16.7M	+$483K	7	0.92%	Increased
1209	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$16.6M	+$51.4K	5	3.75%	Increased
1210	GW&K Investment Management Boston, Massachusetts	$16.6M	+$38.4K	3	0.45%	Increased
1211	SPC Standard Pacific Capital San Francisco, California	$16.6M	+$15M	1	2.89%	New
1212	Capital Advisors Inc Tulsa, Oklahoma	$16.6M	-$263K	4	3.65%	Reduced
1213	MU Investments Company Tokyo, Japan	$16.5M	+$3.57M	5	7.13%	Increased
1214	Aureus Asset Management Boston, Massachusetts	$16.5M	+$263K	5	4.46%	Increased
1215	CL CIM LLC Albany, New York	$16.4M	-$84.9K	3	8.95%	Reduced
1216	Bender Robert & Associates Pasadena, California	$16.4M	-$87.6K	3	12.33%	Reduced
1217	Highland Capital Management (Texas) Dallas, Texas	$16.4M	+$11.7M	3	0.9%	Increased
1218	Brown Advisory Securities Baltimore, Maryland	$16.4M	-$1.07M	6	6.62%	Reduced
1219	Bremer Trust National Association St. Cloud, Minnesota	$16.4M	+$2.29M	7	6.18%	Increased
1220	BACM Blue Arrow Capital Management New York	$16.3M	+$14.8M	2	2.7%	New
1221	Roundview Capital Princeton, New Jersey	$16.3M	+$3.77M	5	7.46%	Increased
1222	Graham Capital Management Rowayton, Connecticut	$16.2M	+$14.7M	1	0.88%	New
1223	Schwartz Investment Counsel Plymouth, Michigan	$16.2M	+$1.58M	4	1.22%	Increased
1224	AIM Act II Management New York	$16.2M	-$8.89M	1	4.02%	Reduced
1225	Harvard Management Company Boston, Massachusetts	$16.2M	-$2.18M	2	1.81%	Reduced