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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	$18.9M	+$1.03M	4	3.43%	Increased
1202	Main Street Research Lakeville, Connecticut	$18.8M	+$906K	7	4.02%	Increased
1203	SIC Schwartz Investment Counsel Plymouth, Michigan	$18.7M	-$2.16M	2	1.24%	Reduced
1204	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$18.7M	+$629K	1	2.05%	Increased
1205	KLWA Kelly Lawrence W & Associates Pasadens, California	$18.7M	+$184K	4	3.89%	Increased
1206	SIRP Shelter Insurance Retirement Plan Columbia, Missouri	$18.6M	$0	2	7.29%	Maintained
1207	TAM Telemark Asset Management Boston, Massachusetts	$18.6M	-$23.7M	1	5.49%	Reduced
1208	PIM Partner Investment Management San Francisco, California	$18.6M	-$3.38M	1	7.58%	Reduced
1209	NC NBW Capital Boston, Massachusetts	$18.5M	-$208K	2	4.26%	Reduced
1210	Callahan Advisors Houston, Texas	$18.5M	+$443K	4	5.45%	Increased
1211	Whitebox Advisors Minneapolis, Minnesota	$18.5M	-$8.52M	3	0.74%	Reduced
1212	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$18.5M	-$2.77M	2	2.02%	Reduced
1213	Bainco International Investors Boston, Massachusetts	$18.5M	+$266K	3	4.38%	Increased
1214	MSU Maple Securities USA Jersey City, New Jersey	$18.5M	+$18M	2	1.46%	Increased
1215	Fulton Bank Lancaster, Pennsylvania	$18.5M	+$163K	5	2.05%	Increased
1216	Alpha Cubed Investments Irvine, California	$18.5M	+$11.5M	7	7.22%	Increased
1217	MRCM M&R Capital Management Summit, New Jersey	$18.4M	-$2.17M	4	4.38%	Reduced
1218	Fuller & Thaler Asset Management San Mateo, California	$18.4M	-$3.01M	8	0.66%	Reduced
1219	AIM Assured Investment Management New York	$18.4M	-$69.9M	4	0.35%	Reduced
1220	LAM Lingohr Asset Management Duesseldorf, Germany	$18.3M	-$9.6M	3	4.55%	Reduced
1221	Clarkston Capital Partners Rochester, Michigan	$18.3M	-$772K	3	2.77%	Reduced
1222	GPC Glacier Peak Capital Bellevue, Washington	$18.2M	+$3.85M	2	9.23%	Increased
1223	AT Acadia Trust Portland, Maine	$18.2M	-$401K	2	6.25%	Reduced
1224	CL CIM LLC Albany, New York	$18.1M	-$22.2K	3	8.55%	Reduced
1225	BAS Brown Advisory Securities Baltimore, Maryland	$18.1M	+$1.68M	6	6.56%	Increased