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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	BLB&B Advisors Montgomeryville, Pennsylvania	$22.8M	-$66.1K	5	4.3%	Reduced
1227	LMR Partners London, United Kingdom	$22.7M	-$35M	7	3.52%	Reduced
1228	Engineers Gate Manager New York	$22.7M	+$2.21M	5	1.63%	Increased
1229	FBP Flippin Bruce & Porter Lynchburg, Virginia	$22.7M	+$796K	3	6.74%	Increased
1230	BCM Buckhead Capital Management Atlanta, Georgia	$22.7M	+$987K	3	4.12%	Increased
1231	SMI Shelter Mutual Insurance Columbia, Missouri	$22.7M	$0	2	6.87%	Maintained
1232	HSA Hussman Strategic Advisors Ellicott City, Maryland	$22.6M	-$4.49M	4	3.45%	Reduced
1233	Callahan Advisors Houston, Texas	$22.5M	+$778K	6	5.91%	Increased
1234	MFM Marianas Fund Management New York	$22.5M	-$12.8M	1	4.65%	Reduced
1235	Mechanics Bank - Trust Department Walnut Creek, California	$22.5M	-$90.9K	5	8.28%	Reduced
1236	Randolph Company Cincinnati, Ohio	$22.4M	+$148K	2	5.77%	Increased
1237	ZA Zweig Advisers Hartford, Connecticut	$22.4M	-$8.24M	3	3.82%	Reduced
1238	KCP KDI Capital Partners Raleigh, North Carolina	$22.3M	+$1.47M	3	7.07%	Increased
1239	AT Argent Trust San Antonio, Texas	$22.3M	+$41.1K	7	6.94%	Increased
1240	Nuveen Fund Advisors Chicago, Illinois	$22.3M	+$22.3M	7	3.45%	New
1241	BP Bandera Partners New York	$22.3M	$0	2	14.65%	Maintained
1242	CapWealth Advisors Franklin, Tennessee	$22.2M	+$643K	9	5.42%	Increased
1243	CIM CenturyLink Investment Management Denver, Colorado	$22.2M	+$102K	7	7.87%	Increased
1244	Hemenway Trust Hemenway Trust Salem, New Hampshire	$22.1M	+$549K	3	5.77%	Increased
1245	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$22.1M	-$2.13M	2	2.6%	Reduced
1246	MTC McDaniel Terry & Co Austin, Texas	$22M	+$163K	4	4.95%	Increased
1247	RCIM Russell Clark Investment Management London, United Kingdom	$22M	+$3.45M	1	4.78%	Increased
1248	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$21.9M	-$438K	2	2.41%	Reduced
1249	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$21.9M	+$403K	6	4.01%	Increased
1250	HLC Hunt Lane Capital New York	$21.9M	+$22.8M	1	7.1%	New