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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	Systematic Financial Management Teaneck, New Jersey	$15.5M	+$5.77M	3	0.11%	Increased
1252	Voloridge Investment Management Jupiter, Florida	$15.5M	+$14.5M	2	2.95%	New
1253	Wallington Asset Management Indianapolis, Indiana	$15.4M	+$533K	2	5.62%	Increased
1254	First Western Capital Management Los Angeles, California	$15.3M	+$14.3M	5	5.32%	New
1255	Lincluden Management Mississauga, Ontario, Canada	$15.3M	+$632K	2	1.39%	Increased
1256	SII Investments Appleton, Wisconsin	$15.3M	+$6.69M	5	2.73%	Increased
1257	Greenwood Capital Associates Greenwood, South Carolina	$15.3M	-$2.54M	3	4.74%	Reduced
1258	KFS KMS Financial Services Seattle, Washington	$15.3M	+$2.62M	7	2.58%	Increased
1259	Old Second National Bank of Aurora Aurora, Illinois	$15.3M	+$689K	6	6.29%	Increased
1260	TimesSquare Capital Management New York	$15.2M	-$85.7M	1	0.08%	Reduced
1261	Oaktree Capital Management Los Angeles, California	$15.2M	$0	1	0.28%	Maintained
1262	Beddow Capital Management Jackson, Wyoming	$15.2M	+$2.15M	1	4.25%	Increased
1263	Central Securities New York	$15.1M	+$7.13M	2	3.27%	Increased
1264	MCM McMillion Capital Management Greensboro, North Carolina	$15.1M	+$43.3K	3	9.18%	Increased
1265	Chemical Bank Detroit, Michigan	$15.1M	-$548K	4	2.69%	Reduced
1266	Jabre Capital Partners Geneva, Switzerland	$15M	+$9.1M	2	1.15%	Increased
1267	Auxier Asset Management Aurora, Oregon	$15M	+$562K	3	3.15%	Increased
1268	Appleton Partners Boston, Massachusetts	$15M	-$716K	4	3.59%	Reduced
1269	CANC Culbertson A N & Co Charlottesville, Virginia	$15M	-$192K	4	7.28%	Reduced
1270	SKP Sanborn Kilcollin Partners Chicago, Illinois	$14.9M	-$990K	1	7.79%	Reduced
1271	Main Street Research Lakeville, Connecticut	$14.9M	-$2.44M	6	3.72%	Reduced
1272	First American Bank Dundee, Illinois	$14.8M	+$278K	4	1.7%	Increased
1273	Baskin Financial Services Toronto, Ontario, Canada	$14.8M	+$211K	2	6%	Increased
1274	Penobscot Investment Management Boston, Massachusetts	$14.8M	-$367K	5	5.25%	Reduced
1275	Destrier Capital Management New York	$14.8M	+$14.7M	2	9.84%	New