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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	MAM Mastrapasqua Asset Management Nashville, Tennessee	$27M	+$321K	6	6.52%	Increased
1227	Wellington Shields Capital Management New York	$26.9M	-$555K	6	4.47%	Reduced
1228	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$26.9M	-$902K	7	5.35%	Reduced
1229	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$26.9M	+$426K	4	8.08%	Increased
1230	CIM Chiron Investment Management New York	$26.9M	+$27.4M	6	18.65%	New
1231	Edgar Lomax Company Kingstowne, Virginia	$26.9M	-$1.27M	1	1.72%	Reduced
1232	Bank Pictet & Cie (Asia) Singapore	$26.9M	+$6.85M	4	13.72%	Increased
1233	TCM Tradewinds Capital Management Bellingham, Washington	$26.7M	-$386K	11	17.59%	Reduced
1234	MIM Manitou Investment Management Toronto, Ontario, Canada	$26.7M	-$1.41M	2	7.86%	Reduced
1235	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$26.7M	-$546K	2	8.84%	Reduced
1236	ARTA A.R.T. Advisors New York	$26.6M	+$12.4M	10	1.59%	Increased
1237	RAA RWC Asset Advisors Miami, Florida	$26.5M	+$9.26M	1	19.11%	Increased
1238	Reilly Financial Advisors La Mesa, California	$26.5M	+$8.84M	12	4.58%	Increased
1239	Arden Trust Wilmington, Delaware	$26.5M	-$637K	9	4.02%	Reduced
1240	Brinker Capital Berwyn, Pennsylvania	$26.5M	+$23.3M	8	1.48%	Increased
1241	FHAM Folger Hill Asset Management New York	$26.5M	-$32.5M	6	2.38%	Reduced
1242	MIM Martin Investment Management Palm Beach Gardens, Florida	$26.4M	-$13.3M	2	5.01%	Reduced
1243	MTC McDaniel Terry & Co Austin, Texas	$26.3M	-$186K	4	5.47%	Reduced
1244	PS Pensionfund Sabic Sittard, Netherlands	$26.2M	$0	6	7.82%	Maintained
1245	OCM Olstein Capital Management Purchase, New York	$26.2M	+$4.64M	3	3.38%	Increased
1246	FBP Flippin Bruce & Porter Lynchburg, Virginia	$26.2M	-$2.27M	3	6.37%	Reduced
1247	NPC National Planning Corporation El Segundo, California	$26.1M	+$248K	9	2.03%	Increased
1248	FPFS First Personal Financial Services Charlotte, North Carolina	$26M	+$1.67M	11	6.84%	Increased
1249	BLB&B Advisors Montgomeryville, Pennsylvania	$25.9M	+$47.8K	6	4.52%	Increased
1250	FCM Firsthand Capital Management San Jose, California	$25.9M	$0	6	28%	Maintained