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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	First National Trust Hermitage, Pennsylvania	$31.2M	+$1.54M	6	4.05%	Increased
1202	HSA Hussman Strategic Advisors Ellicott City, Maryland	$31.1M	+$1.62M	6	6.87%	Increased
1203	TWI Thomas White International Chicago, Illinois	$31.1M	+$2.14M	5	4.51%	Increased
1204	Bridgewater Associates Westport, Connecticut	$31M	-$54.5M	5	0.35%	Reduced
1205	Murphy Capital Management Bedminster, New Jersey	$31M	+$907K	6	4.61%	Increased
1206	UONDDL University of Notre Dame du Lac South Bend, Indiana	$30.9M	+$5.13M	3	7.72%	Increased
1207	Prelude Capital Management New York	$30.9M	+$13M	11	2.95%	Increased
1208	Ancora Advisors Cleveland, Ohio	$30.9M	-$4.91K	7	2.09%	Reduced
1209	Lockheed Martin Investment Management Bethesda, Maryland	$30.9M	+$4.53M	8	1.75%	Increased
1210	Zevin Asset Management Boston, Massachusetts	$30.8M	+$8.44M	6	7.79%	Increased
1211	TC Towle & Co Denver, Colorado	$30.7M	+$4.38M	1	3.54%	Increased
1212	Perigon Wealth Management San Francisco, California	$30.7M	+$660K	10	6.51%	Increased
1213	TAM Target Asset Management Singapore	$30.6M	-$20.1M	1	67.56%	Reduced
1214	Locust Wood Capital Advisers New York	$30.6M	-$69.1M	2	3.63%	Reduced
1215	Van Cleef Asset Management Beachwood, Ohio	$30.5M	+$183K	5	9.27%	Increased
1216	AssetMark Inc Concord, California	$30.4M	+$4.53M	13	0.4%	Increased
1217	Bridges Investment Management Omaha, Nebraska	$30.3M	+$584K	5	4.18%	Increased
1218	SKBA Capital Management San Francisco, California	$30.3M	-$13.3M	2	4.03%	Reduced
1219	Reilly Financial Advisors La Mesa, California	$30.3M	+$418K	12	4.87%	Increased
1220	KPF K2 Principal Fund Toronto, Ontario, Canada	$30.2M	+$1.09M	3	2.51%	Increased
1221	Alpha Cubed Investments Irvine, California	$30.2M	+$5.86M	8	6.16%	Increased
1222	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$30.2M	+$177K	2	9.09%	Increased
1223	General Pension Society PZU Joint Stock Warsaw, Poland	$30.1M	$0	3	15.19%	Maintained
1224	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$30.1M	+$4.11M	2	3.47%	Increased
1225	Callahan Advisors Houston, Texas	$30M	+$735K	6	6.76%	Increased