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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	Bridges Investment Management Omaha, Nebraska	$22.8M	+$354K	5	4.15%	Increased
1252	Endurance Wealth Management Providence, Rhode Island	$22.8M	-$270K	10	3.19%	Reduced
1253	BCM Buckhead Capital Management Atlanta, Georgia	$22.7M	-$3.93M	3	4.23%	Reduced
1254	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$22.7M	+$843K	6	4.3%	Increased
1255	Harvard Management Company Boston, Massachusetts	$22.6M	-$1.45M	1	1.67%	Reduced
1256	SMI Shelter Mutual Insurance Columbia, Missouri	$22.6M	$0	2	6.95%	Maintained
1257	Royce & Associates New York	$22.6M	-$2.9M	3	0.14%	Reduced
1258	FBP Flippin Bruce & Porter Lynchburg, Virginia	$22.5M	+$984K	3	7.13%	Increased
1259	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$22.5M	$0	1	15.55%	Maintained
1260	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$22.4M	-$3.24M	2	7.61%	Reduced
1261	Lockheed Martin Investment Management Bethesda, Maryland	$22.4M	+$9.24M	5	2.16%	Increased
1262	WCP Welch Capital Partners Harrison, New York	$22.3M	-$1.59M	2	8.17%	Reduced
1263	Beacon Trust Morristown, New Jersey	$22.3M	+$200K	4	3.88%	Increased
1264	IFP Advisors Tampa, Florida	$22.3M	-$24.8M	14	3.05%	Reduced
1265	CF CNA Financial Chicago, Illinois	$22.3M	-$1.6M	4	5.99%	Reduced
1266	KCP KDI Capital Partners Raleigh, North Carolina	$22.3M	+$702K	4	7.12%	Increased
1267	SAMNY Samsung Asset Management (New York) New York	$22.3M	-$2M	7	10.08%	Reduced
1268	CG Cutler Group San Francisco, California	$22.2M	-$16.6M	15	1.46%	Reduced
1269	CIM CenturyLink Investment Management Denver, Colorado	$22.2M	+$947K	7	8.05%	Increased
1270	Smith Salley Wealth Management Greensboro, North Carolina	$22.2M	+$463K	4	5.57%	Increased
1271	FI FCM Investments Dallas, Texas	$22.2M	-$1.78M	7	11.84%	Reduced
1272	HC Hillman Company Pittsburgh, Pennsylvania	$22.2M	$0	1	12.28%	Maintained
1273	AFAM Capital Austin, Texas	$22.1M	-$740K	3	3.61%	Reduced
1274	Lebenthal Holdings New York	$22.1M	+$8.26M	8	3.87%	Increased
1275	Foster & Motley Cincinnati, Ohio	$22.1M	+$284K	3	4.47%	Increased