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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
1376	Leuthold Group Minneapolis, Minnesota	$10.5M	-$3.94M	4	0.98%	Reduced
1377	AT Bancorp Dubuque, Iowa	$10.5M	-$176K	3	3.73%	Reduced
1378	11A 10-15 Associates Goshen, New York	$10.5M	+$8.87M	2	4.37%	Increased
1379	SC Sureview Capital Greenwich, Connecticut	$10.5M	$0	1	1.88%	Maintained
1380	III Independent Investors Inc Nesconset, New York	$10.5M	-$73.2K	4	5.53%	Reduced
1381	Trustmark National Bank Trust Department Jackson, Mississippi	$10.5M	-$237K	5	1.3%	Reduced
1382	Global Endowment Management Charlotte, North Carolina	$10.5M	+$835K	2	2.63%	Increased
1383	CIBC Bank USA Chicago, Illinois	$10.5M	-$78.6M	5	2.56%	Reduced
1384	Connable Office Inc Kalamazoo, Michigan	$10.4M	+$617K	3	2.93%	Increased
1385	Reinhart Partners Mequon, Wisconsin	$10.4M	-$5.71M	4	0.88%	Reduced
1386	Carroll Financial Associates Charlotte, North Carolina	$10.4M	-$307K	6	3.91%	Reduced
1387	LCM Liberty Capital Management Birmingham, Michigan	$10.4M	+$205K	5	8.22%	Increased
1388	Clarkston Capital Partners Rochester, Michigan	$10.4M	+$1.03M	3	5.01%	Increased
1389	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$10.3M	-$44.3K	3	1.38%	Reduced
1390	UIM Underhill Investment Management Greenbrae, California	$10.3M	+$698K	1	5.28%	Increased
1391	Hartline Investment Corp Winnetka, Illinois	$10.3M	-$2.03M	4	4.03%	Reduced
1392	SeaBridge Investment Advisors Summit, New Jersey	$10.3M	+$328K	3	2.5%	Increased
1393	BHTS Bar Harbor Trust Services Ellsworth, Maine	$10.3M	-$467K	2	4.82%	Reduced
1394	GIM Groesbeck Investment Management Paramus, New Jersey	$10.2M	-$4.21M	2	4.44%	Reduced
1395	FCM Forester Capital Management Lake Forest, Illinois	$10.2M	-$683K	3	8.13%	Reduced
1396	MPA Marvin & Palmer Associates Wilmington, Delaware	$10.2M	-$3.99M	2	6.69%	Reduced
1397	Berkshire Asset Management Wilkes Barre, Pennsylvania	$10.2M	+$1.19M	3	2.45%	Increased
1398	MIM Midwest Investment Management Cleveland, Ohio	$10.1M	+$1.81M	4	8.48%	Increased
1399	Nikko Asset Management Americas New York	$10.1M	+$1.23M	5	0.34%	Increased
1400	ACM Argyle Capital Management Center Valley, Pennsylvania	$10.1M	+$245K	3	5.54%	Increased