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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
1326	SCI S&CO Inc Boston, Massachusetts	$11.6M	-$2.22M	3	2.04%	Reduced
1327	OCM Olstein Capital Management Purchase, New York	$11.6M	-$4.36M	2	1.78%	Reduced
1328	American National Bank & Trust Wichita Falls, Texas	$11.6M	-$6.44M	3	4.92%	Reduced
1329	CIM CIM Investment Management Pittsburgh, Pennsylvania	$11.6M	+$18.2K	6	6.86%	Increased
1330	DCM Delta Capital Management Red Bank, New Jersey	$11.5M	-$4.91K	3	8.53%	Reduced
1331	MP Manifold Partners San Francisco, California	$11.5M	+$2.26M	3	7.41%	Increased
1332	FAM Futuris Asset Management Stockholm, Sweden	$11.4M	-$6.49M	1	24.57%	Reduced
1333	GLI Guardian Life Insurance New York	$11.4M	+$18.3K	8	0.95%	Increased
1334	SAS Spectrum Advisory Services Atlanta, Georgia	$11.4M	+$793K	3	4.4%	Increased
1335	Howe & Rusling Rochester, New York	$11.4M	-$14M	7	4.17%	Reduced
1336	SCG Strategic Capital Group Gig Harbor, Washington	$11.4M	+$2.44M	5	4.28%	Increased
1337	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$11.4M	+$142K	3	6.47%	Increased
1338	Colonial Trust Advisors Spartanburg, South Carolina	$11.4M	+$229K	4	3.85%	Increased
1339	MIS Morningstar Investment Services Chicago, Illinois	$11.4M	+$2.23M	4	0.99%	Increased
1340	Beese Fulmer Investment Management Canton, Ohio	$11.4M	+$16.3K	3	4.47%	Increased
1341	Tompkins Financial Ithaca, New York	$11.4M	+$97.4K	5	3.17%	Increased
1342	MIC MU Investments Company Tokyo, Japan	$11.4M	-$2.85M	6	5.42%	Reduced
1343	Envestnet Asset Management Chicago, Illinois	$11.3M	-$2.71M	11	0.14%	Reduced
1344	Lockheed Martin Investment Management Bethesda, Maryland	$11.2M	+$743K	1	0.64%	Increased
1345	Farmers Trust Company Youngstown, Ohio	$11.2M	-$213K	3	4.28%	Reduced
1346	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$11.2M	$0	5	3.07%	Maintained
1347	PIM Partner Investment Management San Francisco, California	$11.2M	-$21.4M	2	2.97%	Reduced
1348	CW Cabot-Wellington Boston, Massachusetts	$11.1M	-$496K	2	4.36%	Reduced
1349	Fulton Breakefield Broenniman Bethesda, Maryland	$11.1M	+$1.1M	3	3%	Increased
1350	VST Van Strum & Towne San Francisco, California	$11.1M	-$25.3K	2	8.29%	Reduced