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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	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$19.1M	-$346K	4	3.62%	Reduced
1202	FA Friess Associates Greenville, Delaware	$19M	+$19.1M	2	1.62%	Increased
1203	BPM Bowling Portfolio Management Cincinnati, Ohio	$19M	-$251K	5	4.46%	Reduced
1204	Intact Investment Management Montreal, Quebec, Canada	$19M	+$3.81M	5	0.78%	Increased
1205	AAM Aston Asset Management Chicago, Illinois	$19M	+$1.94M	4	4.47%	Increased
1206	Personal Capital Advisors Redwood City, California	$18.9M	+$5.01M	5	2.43%	Increased
1207	AAM Augustine Asset Management Jacksonville, Florida	$18.8M	+$4.79M	2	11.87%	Increased
1208	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$18.8M	-$210K	5	3.13%	Reduced
1209	KFS KMS Financial Services Seattle, Washington	$18.8M	-$551K	5	2.64%	Reduced
1210	ARTA A.R.T. Advisors New York	$18.8M	-$4.1M	7	0.87%	Reduced
1211	BAC Boys Arnold & Co Asheville, North Carolina	$18.7M	-$1.3M	4	3.68%	Reduced
1212	FCM Firsthand Capital Management San Jose, California	$18.6M	-$973K	4	9.76%	Reduced
1213	DBG De Burlo Group Boston, Massachusetts	$18.6M	+$7.12M	6	4.12%	Increased
1214	FWCM First Western Capital Management Los Angeles, California	$18.6M	-$841K	5	5.5%	Reduced
1215	Bainco International Investors Boston, Massachusetts	$18.6M	+$19.1K	3	4.64%	Increased
1216	BG Bollard Group Boston, Massachusetts	$18.6M	-$143K	4	1.75%	Reduced
1217	FAM Foundation Asset Management White Plains, New York	$18.5M	+$15.6M	1	5.09%	Increased
1218	Vestor Capital Chicago, Illinois	$18.5M	+$126K	4	6.16%	Increased
1219	BAM Burnham Asset Management New York	$18.5M	+$16.4K	5	4.08%	Increased
1220	CCM Cohen Capital Management Corte Madera, California	$18.5M	$0	3	4.93%	Maintained
1221	John G. Ullman & Associates Corning, New York	$18.5M	-$4.96M	3	3.55%	Reduced
1222	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$18.4M	+$9.6M	6	8.57%	New
1223	Rockland Trust Hanover, Massachusetts	$18.4M	-$3.52M	3	4.06%	Reduced
1224	Laird Norton Wetherby Wealth Management San Francisco, California	$18.4M	-$378K	5	5.13%	Reduced
1225	SIRP Shelter Insurance Retirement Plan Columbia, Missouri	$18.4M	$0	2	7.52%	Maintained