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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	Suncoast Equity Management Tampa, Florida	$26M	-$252K	3	7.89%	Reduced
1352	IA IPL Advisers New York	$26M	$0	1	10.26%	Maintained
1353	Bridgewater Associates Westport, Connecticut	$25.9M	-$3.79M	5	0.24%	Reduced
1354	State of Alaska Department of Revenue Juneau, Alaska	$25.9M	-$919K	8	1.76%	Reduced
1355	CIC Canal Insurance Company Greenville, South Carolina	$25.9M	$0	2	9.48%	Maintained
1356	Compass Capital Management Minneapolis, Minnesota	$25.9M	-$705K	1	4.21%	Reduced
1357	WealthTrust Fairport Cleveland, Ohio	$25.8M	+$227K	4	2.83%	Increased
1358	WCP Welch Capital Partners Harrison, New York	$25.7M	-$5.39M	3	8.52%	Reduced
1359	CF CNA Financial Chicago, Illinois	$25.7M	-$719K	5	6.06%	Reduced
1360	Community Bank Dewitt, New York	$25.7M	+$437K	6	2.78%	Increased
1361	Howe & Rusling Rochester, New York	$25.6M	+$356K	10	5.21%	Increased
1362	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$25.6M	-$209K	6	3.67%	Reduced
1363	WIS Wright Investors Service Shelton, Connecticut	$25.5M	+$1.1M	6	9.65%	Increased
1364	Ballentine Partners Waltham, Massachusetts	$25.5M	+$9.6M	7	1.86%	Increased
1365	FWC First Washington Corp Seattle, Washington	$25.4M	+$4.08M	6	12.73%	Increased
1366	SMI Shelter Mutual Insurance Columbia, Missouri	$25.4M	$0	2	7.8%	Maintained
1367	FTIM Flowering Tree Investment Management Singapore	$25.4M	-$16.2M	1	13.84%	Reduced
1368	BPM Bowling Portfolio Management Cincinnati, Ohio	$25.4M	-$3.35M	9	3.74%	Reduced
1369	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$25.4M	-$4.45M	5	7.74%	Reduced
1370	FIM Frontier Investment Management Dallas, Texas	$25.4M	+$491K	5	2.38%	Increased
1371	MIM Marco Investment Management Atlanta, Georgia	$25.4M	-$2.57M	8	4.19%	Reduced
1372	CI Cooper Investors Melbourne, Victoria, Australia	$25.3M	+$165K	1	3.85%	Increased
1373	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$25.3M	-$558K	4	4.61%	Reduced
1374	Locust Wood Capital Advisers New York	$25.3M	-$8.3M	2	2.74%	Reduced
1375	Wallington Asset Management Indianapolis, Indiana	$25.2M	+$135K	3	7.01%	Increased