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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
1226	GAM Systematic Cambridge, United Kingdom	$18M	+$6.63M	7	2.49%	Increased
1227	Addenda Capital Montreal, Quebec, Canada	$18M	-$782K	3	1.53%	Reduced
1228	BAM Burnham Asset Management New York	$18M	+$816K	5	4.13%	Increased
1229	Motley Fool Asset Management Alexandria, Virginia	$18M	$0	2	3.17%	Maintained
1230	DCC Dow Chemical Company Midland, Michigan	$18M	+$3.1M	6	1.59%	Increased
1231	SHA Smith Hayes Advisers Lincoln, Nebraska	$18M	+$1.98M	5	3.57%	Increased
1232	Martin & Co Knoxville, Tennessee	$17.9M	-$23.4K	4	5.74%	Reduced
1233	PRC Platte River Capital Denver, Colorado	$17.9M	-$1.23M	4	8.04%	Reduced
1234	First Financial Bank - Trust Division Hamilton, Ohio	$17.8M	-$912K	4	3.67%	Reduced
1235	Stanley-Laman Group Berwyn, Pennsylvania	$17.8M	-$133K	6	3.26%	Reduced
1236	BRA Bender Robert & Associates Pasadena, California	$17.8M	+$106K	3	10.36%	Increased
1237	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$17.7M	-$82.4K	5	3.29%	Reduced
1238	CC Cognios Capital Leawood, Kansas	$17.7M	+$6.76M	6	10.42%	Increased
1239	John G. Ullman & Associates Corning, New York	$17.6M	+$2.23M	4	3.34%	Increased
1240	Professional Advisory Services Vero Beach, Florida	$17.5M	+$103K	4	4.2%	Increased
1241	AAM Augustine Asset Management Jacksonville, Florida	$17.4M	+$1.63M	2	12.27%	Increased
1242	Callahan Advisors Houston, Texas	$17.4M	-$299K	4	5.07%	Reduced
1243	MAI Capital Management Independence, Ohio	$17.4M	+$711K	7	1.16%	Increased
1244	Laird Norton Wetherby Wealth Management San Francisco, California	$17.4M	+$112K	5	4.22%	Increased
1245	Chartwell Investment Partners Berywn, Pennsylvania	$17.3M	-$25.5M	3	0.34%	Reduced
1246	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$17.3M	+$1.86M	3	3.82%	Increased
1247	Osborn Williams & Donohoe Cincinnati, Ohio	$17.2M	+$393K	4	3.35%	Increased
1248	AT Acadia Trust Portland, Maine	$17.2M	+$246K	2	6.07%	Increased
1249	InterOcean Capital Chicago, Illinois	$17.2M	+$4.79M	5	5.86%	Increased
1250	CCM Cohen Capital Management Corte Madera, California	$17.2M	$0	3	4.37%	Maintained