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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
1301	OCM Olstein Capital Management Purchase, New York	$20M	+$1.59M	2	2.7%	Increased
1302	Fulton Breakefield Broenniman Bethesda, Maryland	$19.9M	+$7.87M	3	4.06%	Increased
1303	DBG De Burlo Group Boston, Massachusetts	$19.9M	+$8.95M	5	4.81%	Increased
1304	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$19.9M	+$61.8K	5	3.71%	Increased
1305	JC JBF Capital Aspen, Colorado	$19.8M	-$7.31M	2	2.5%	Reduced
1306	AHL Partners London, United Kingdom	$19.8M	+$13.1M	8	1.07%	Increased
1307	Fuller & Thaler Asset Management San Mateo, California	$19.8M	+$2.9M	9	0.34%	Increased
1308	Counsel Portfolio Services Mississauga, Ontario, Canada	$19.7M	-$3.94M	4	1.95%	Reduced
1309	Royce & Associates New York	$19.6M	-$1.44M	2	0.13%	Reduced
1310	MRCM M&R Capital Management Summit, New Jersey	$19.6M	-$306K	9	5.73%	Reduced
1311	Patten & Patten Chattanooga, Tennessee	$19.5M	+$1.39M	6	2.7%	Increased
1312	Perigon Wealth Management San Francisco, California	$19.5M	+$10.3M	7	5.17%	Increased
1313	FPFS First Personal Financial Services Charlotte, North Carolina	$19.4M	+$6.98M	10	6.63%	Increased
1314	Squarepoint New York	$19.4M	+$1.33M	7	1.21%	Increased
1315	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$19.3M	+$109K	2	2.03%	Increased
1316	DCM Destrier Capital Management New York	$19.3M	-$9.15M	3	12.9%	Reduced
1317	SCA Signpost Capital Advisors New York	$19.2M	-$5.28M	1	10.13%	Reduced
1318	JAM JCIC Asset Management Toronto, Ontario, Canada	$19.1M	-$1.15M	2	5.71%	Reduced
1319	Bank Pictet & Cie (Asia) Singapore	$19.1M	-$1.59M	4	12.23%	Reduced
1320	CANC Culbertson A N & Co Charlottesville, Virginia	$19.1M	+$308K	5	7.07%	Increased
1321	J.M. Forbes & Co Boston, Massachusetts	$19.1M	+$65K	5	5.29%	Increased
1322	GPC Guardian Point Capital Charlottesville, Virginia	$19M	+$1.8M	1	15.45%	Increased
1323	PWM Patriot Wealth Management Houston, Texas	$19M	-$2.95M	3	3.76%	Reduced
1324	CW Cobiz Wealth Denver, Colorado	$19M	-$740K	5	4.78%	Reduced
1325	Canandaigua National Bank & Trust Canandaigua, New York	$19M	-$146K	5	5.4%	Reduced