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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
1351	Beacon Trust Morristown, New Jersey	$12.9M	+$68.9K	3	2.21%	Increased
1352	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$12.8M	+$48.1K	3	6.58%	Increased
1353	DAM Davis Asset Management Sausalito, California	$12.8M	$0	1	4.74%	Maintained
1354	Spinnaker Trust Portland, Maine	$12.8M	-$164K	4	2.13%	Reduced
1355	Permit Capital West Conshohocken, Pennsylvania	$12.8M	-$886K	3	9%	Reduced
1356	Eagle Global Advisors Houston, Texas	$12.8M	-$3.21M	3	0.41%	Reduced
1357	Citizens Business Bank Ontario, California	$12.7M	-$1.42M	5	2.56%	Reduced
1358	Matterhorn Capital Management San Antonio, Texas	$12.7M	+$15.7K	3	5.83%	Increased
1359	Pacific Global Investment Management Glendale, California	$12.6M	+$888K	4	2.06%	Increased
1360	YP Yellowstone Partners Idaho Falls, Idaho	$12.6M	+$11.8M	4	8.12%	New
1361	FCT Family Capital Trust Peabody, Massachusetts	$12.6M	+$85.3K	3	6.85%	Increased
1362	Advisors Capital Management Ridgewood, New Jersey	$12.6M	+$2.76M	4	2.12%	Increased
1363	Hudson Bay Capital Management Stamford, Connecticut	$12.5M	-$4.35M	1	0.51%	Reduced
1364	Cabot-Wellington Boston, Massachusetts	$12.5M	-$182K	2	4.6%	Reduced
1365	LCM Lonestar Capital Management San Francisco, California	$12.5M	+$12.5M	1	1.53%	New
1366	MSI Financial Services Springfield, Massachusetts	$12.5M	+$6.37M	12	1.91%	Increased
1367	10-15 Associates Goshen, New York	$12.5M	+$1.59M	3	4.28%	Increased
1368	CIM CIM Investment Management Pittsburgh, Pennsylvania	$12.4M	-$679K	5	6.35%	Reduced
1369	Motley Fool Asset Management Alexandria, Virginia	$12.4M	$0	1	3.13%	Maintained
1370	WA Westport Advisers Westport, Connecticut	$12.4M	$0	1	1.12%	Maintained
1371	NWAM LLC Mercer Island, Washington	$12.4M	-$1.95M	5	6.58%	Reduced
1372	Connable Office Inc Kalamazoo, Michigan	$12.4M	-$84.1K	3	3.35%	Reduced
1373	WFI West Family Investments Carlsbad, California	$12.3M	$0	1	2.84%	Maintained
1374	EIM Emerson Investment Management Boston, Massachusetts	$12.2M	-$2.3M	4	2.58%	Reduced
1375	Chesapeake Asset Management New York	$12.2M	+$33.2K	4	7.24%	Increased