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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	Suncoast Equity Management Tampa, Florida	$36.3M	+$764K	4	9.56%	Increased
1302	Randolph Company Cincinnati, Ohio	$36.3M	-$1.32M	2	6.59%	Reduced
1303	Fulton Bank Lancaster, Pennsylvania	$36.3M	+$273K	9	2.54%	Increased
1304	TWI Thomas White International Chicago, Illinois	$36.2M	-$1.31M	6	5.95%	Reduced
1305	AP Archon Partners Princeton Junction, New Jersey	$36.2M	+$9.6M	3	7.9%	Increased
1306	Giverny Capital Montreal, Quebec, Canada	$36.2M	+$1.55M	2	4.85%	Increased
1307	Construction & Building Unions Superannuation Fund Melbourne, Australia	$36.2M	-$2.6M	4	16.38%	Reduced
1308	TCM Tradewinds Capital Management Bellingham, Washington	$36.1M	-$1.07M	11	16.18%	Reduced
1309	Bank of Hawaii Honolulu, Hawaii	$36.1M	-$1.61M	6	3.02%	Reduced
1310	TEE Tibra Equities Europe London, United Kingdom	$36M	+$30.5M	1	6.31%	Increased
1311	BBI Baxter Bros Inc Riverside, Connecticut	$36M	+$550K	5	9.82%	Increased
1312	JWBC J.W. Burns & Co Dewitt, New York	$36M	-$138K	7	9.23%	Reduced
1313	Ally Financial Detroit, Michigan	$36M	+$183K	6	5.39%	Increased
1314	SI Salesforce Inc San Francisco, California	$35.9M	$0	2	18.86%	Maintained
1315	AMI Asset Management Los Angeles, California	$35.8M	-$671K	1	2.56%	Reduced
1316	Convergence Investment Partners Palm Beach Gardens, Florida	$35.7M	-$4.84M	14	4.66%	Reduced
1317	Howe & Rusling Rochester, New York	$35.7M	+$2.32M	11	6.46%	Increased
1318	Edge Advisors Atlanta, Georgia	$35.7M	+$3.56M	13	3.36%	Increased
1319	B. Riley Wealth Advisors Boca Raton, Florida	$35.6M	-$217K	9	4.99%	Reduced
1320	Pictet North America Advisors Geneva 73, Switzerland	$35.6M	+$5.2M	5	5.36%	Increased
1321	Catalyst Capital Advisors Huntington, New York	$35.6M	+$9.5M	10	1.28%	Increased
1322	JAM JW Asset Management Miami Beach, Florida	$35.5M	$0	3	34.94%	Maintained
1323	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$35.4M	+$2.29M	3	7.55%	Increased
1324	Greenleaf Trust Kalamazoo, Michigan	$35.4M	+$2.91M	8	0.7%	Increased
1325	Hartline Investment Corp Winnetka, Illinois	$35.4M	+$9.15M	7	9.7%	Increased