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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	HCM Hutchinson Capital Management San Rafael, California	$18.4M	-$27.9K	2	5.67%	Reduced
1202	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$18.4M	+$81.8K	5	3.43%	Increased
1203	FA Friess Associates Greenville, Delaware	$18.4M	+$17.6M	2	1.54%	Increased
1204	Martin & Co Knoxville, Tennessee	$18.4M	+$128K	4	6.02%	Increased
1205	Greenleaf Trust Kalamazoo, Michigan	$18.4M	-$8.89M	5	0.53%	Reduced
1206	SII Investments Appleton, Wisconsin	$18.4M	+$148K	6	2.16%	Increased
1207	John G. Ullman & Associates Corning, New York	$18.4M	+$180K	4	3.45%	Increased
1208	MRCM M&R Capital Management Summit, New Jersey	$18.3M	-$218K	4	4.34%	Reduced
1209	FNB First Niagara Bank Lockport, New York	$18.3M	-$1.07M	5	4.11%	Reduced
1210	Avalon Global Asset Management San Francisco, California	$18.3M	+$865K	3	11.99%	Increased
1211	CL Croft-Leominster Baltimore, Maryland	$18.3M	+$768K	4	3.53%	Increased
1212	Cowen Inc New York	$18.3M	-$949K	5	1.1%	Reduced
1213	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$18.3M	+$15.3M	3	6.01%	New
1214	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$18.2M	+$7.43M	5	1.53%	Increased
1215	JWBC J.W. Burns & Co Dewitt, New York	$18.2M	-$433K	5	5.95%	Reduced
1216	ACM Argentus Capital Management Dallas, Texas	$18.2M	-$4.39M	5	2.76%	Reduced
1217	Parkwood LLC Cleveland, Ohio	$18.1M	-$3.24M	4	2.55%	Reduced
1218	Addenda Capital Montreal, Quebec, Canada	$18.1M	-$46.7K	3	1.54%	Reduced
1219	Hancock Whitney Gulfport, Mississippi	$18.1M	$0	3	0.69%	Maintained
1220	Sand Hill Global Advisors Palo Alto, California	$18.1M	+$147K	4	2.94%	Increased
1221	PWM Patriot Wealth Management Houston, Texas	$18M	-$4.71M	3	4.02%	Reduced
1222	MTC McDaniel Terry & Co Austin, Texas	$17.9M	+$673K	2	4.51%	Increased
1223	AT Acadia Trust Portland, Maine	$17.9M	-$185K	2	6.62%	Reduced
1224	Stanley-Laman Group Berwyn, Pennsylvania	$17.9M	+$282K	7	3.28%	Increased
1225	AAM Augustine Asset Management Jacksonville, Florida	$17.8M	+$156K	2	13.29%	Increased