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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	Randolph Company Cincinnati, Ohio	$23.6M	+$4.49M	2	5.27%	Increased
1227	CIC Canal Insurance Company Greenville, South Carolina	$23.6M	$0	2	8.27%	Maintained
1228	BLB&B Advisors Montgomeryville, Pennsylvania	$23.6M	+$1.07M	5	4.74%	Increased
1229	SFG Sather Financial Group Victoria, Texas	$23.6M	+$1.61M	3	9.47%	Increased
1230	Polaris Capital Management Boston, Massachusetts	$23.5M	-$307K	2	2.02%	Reduced
1231	PWM Patriot Wealth Management Houston, Texas	$23.5M	+$1.54M	4	4.74%	Increased
1232	MTC McDaniel Terry & Co Austin, Texas	$23.5M	+$1.41M	4	5.52%	Increased
1233	OC Oakmont Corp Los Angeles, California	$23.4M	-$6.22M	1	3.94%	Reduced
1234	CDH Charles D. Hyman	$23.4M	+$38.3K	6	3.7%	Increased
1235	AT Argent Trust San Antonio, Texas	$23.4M	-$119K	7	7.48%	Reduced
1236	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$23.4M	-$2.86M	2	2.64%	Reduced
1237	JLB & Associates Plymouth, Michigan	$23.3M	-$441K	3	5.96%	Reduced
1238	Counsel Portfolio Services Mississauga, Ontario, Canada	$23.3M	+$137K	5	3.06%	Increased
1239	SCM Stonebridge Capital Management Los Angeles, California	$23.2M	-$1.89M	6	9.93%	Reduced
1240	Alpha Cubed Investments Irvine, California	$23.2M	-$3.56M	8	7.07%	Reduced
1241	State of Alaska Department of Revenue Juneau, Alaska	$23.1M	+$2.89M	3	2.4%	Increased
1242	Berkshire Asset Management Wilkes Barre, Pennsylvania	$23.1M	-$88.9K	6	3.58%	Reduced
1243	InterOcean Capital Chicago, Illinois	$23M	+$2.68M	5	6.14%	Increased
1244	Kopernik Global Investors Tampa, Florida	$23M	+$1.35M	1	4.27%	Increased
1245	MAM Marketfield Asset Management New York	$23M	+$21.8M	1	3.07%	New
1246	Callahan Advisors Houston, Texas	$23M	+$64.6K	6	6.29%	Increased
1247	Hemenway Trust Hemenway Trust Salem, New Hampshire	$22.9M	-$338K	3	6.19%	Reduced
1248	WM WS Management Jacksonville, Florida	$22.9M	-$117M	1	0.89%	Reduced
1249	CC Cornerstone Capital Palo Alto, California	$22.9M	+$3.28M	3	5.05%	Increased
1250	Crosslink Capital Menlo Park, California	$22.9M	-$17M	1	3.8%	Reduced