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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
1251	FAM Fortaleza Asset Management Chicago, Illinois	$13.2M	+$912K	5	6.88%	Increased
1252	TC Taylor Cottrill New London, New Hampshire	$13.2M	-$175K	3	7.39%	Reduced
1253	BBI Baxter Bros Inc Riverside, Connecticut	$13.2M	+$183K	3	7.2%	Increased
1254	FA FDx Advisors Chicago, Illinois	$13.2M	-$374K	8	1.55%	Reduced
1255	MIG Mariner Investment Group Harrison, New York	$13.1M	+$12.3M	4	3.36%	Increased
1256	ERM Elm Ridge Management Briarcliff Manor, New York	$13.1M	+$12.8M	1	1.42%	New
1257	GA Glenhill Advisors New York	$13.1M	+$13.2M	3	1.29%	New
1258	AP Archon Partners Princeton Junction, New Jersey	$13.1M	+$328K	2	3.96%	Increased
1259	Maple Capital Management Montpelier, Vermont	$13.1M	+$387K	2	5.75%	Increased
1260	Citizens Business Bank Ontario, California	$13M	+$1.54M	5	2.8%	Increased
1261	WRM Westport Resources Management Westport, Connecticut	$13M	-$87.9K	6	4.33%	Reduced
1262	GLRA Gerald L. Ray & Associates Dallas, Texas	$13M	+$56.9K	5	2.69%	Increased
1263	LCP Lamond Capital Partners San Francisco, California	$13M	-$15.4M	1	7.64%	Reduced
1264	Donaldson Capital Management Evansville, Indiana	$13M	-$153K	2	2.74%	Reduced
1265	Shufro Rose & Co New York	$12.9M	-$2.28M	3	1.47%	Reduced
1266	Lincluden Management Mississauga, Ontario, Canada	$12.9M	-$441K	2	1.61%	Reduced
1267	Hudson Valley Investment Advisors Goshen, New York	$12.9M	+$38K	4	6.28%	Increased
1268	GL Globe Life Mckinney, Texas	$12.9M	$0	1	12.33%	Maintained
1269	WI WHV Investments San Francisco, California	$12.9M	+$321K	5	0.13%	Increased
1270	Addenda Capital Montreal, Quebec, Canada	$12.9M	+$662K	3	1.18%	Increased
1271	CC Cornerstone Capital Palo Alto, California	$12.9M	+$1.52M	2	3.93%	Increased
1272	YCG LLC Austin, Texas	$12.8M	-$1.19M	4	5.78%	Reduced
1273	BCM Beddow Capital Management Jackson, Wyoming	$12.8M	+$275K	1	3.81%	Increased
1274	HC HHG & Company Darien, Connecticut	$12.8M	-$354K	4	5.13%	Reduced
1275	NWAM LLC Mercer Island, Washington	$12.8M	+$656K	5	6.2%	Increased