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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	Parkwood LLC Cleveland, Ohio	$12.4M	-$4.43M	2	2.87%	Reduced
1377	First Allied Asset Management San Diego, California	$12.4M	+$4.05M	4	1.82%	Increased
1378	Cowen Inc New York	$12.3M	-$4.04M	5	1.38%	Reduced
1379	KCM Kempner Capital Management Galveston, Texas	$12.3M	$0	2	4.87%	Maintained
1380	VFS VSR Financial Services Overland Park, Kansas	$12.3M	+$3.29M	6	1.54%	Increased
1381	Howe & Rusling Rochester, New York	$12.3M	-$3.03M	5	2.76%	Reduced
1382	Steigerwald Gordon & Koch Leesburg, Virginia	$12.2M	+$365K	2	6.5%	Increased
1383	Moody National Bank Trust Division Galveston, Texas	$12.1M	-$567K	5	0.82%	Reduced
1384	Highstreet Asset Management London, Ontario, Canada	$12.1M	-$907K	2	2.66%	Reduced
1385	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.1M	-$2.24M	2	4.03%	Reduced
1386	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$12.1M	-$1.85M	3	4.74%	Reduced
1387	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$12M	+$167K	2	3.5%	Increased
1388	WAM Winslow Asset Management Beachwood, Ohio	$12M	-$528K	2	1.99%	Reduced
1389	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$12M	-$919K	2	3.32%	Reduced
1390	SFSIG San Francisco Sentry Investment Group San Francisco, California	$11.9M	-$2.11M	8	5.71%	Reduced
1391	FCM Forester Capital Management Lake Forest, Illinois	$11.9M	$0	3	9.33%	Maintained
1392	STB S&T Bank Indiana, Pennsylvania	$11.9M	+$174K	1	1.79%	Increased
1393	Private Capital Advisors Darien, Connecticut	$11.9M	+$2.96M	4	3.83%	Increased
1394	LCM Lomas Capital Management New York	$11.8M	+$11.2M	1	2.12%	New
1395	III Independent Investors Inc Nesconset, New York	$11.8M	-$46.9K	4	5.37%	Reduced
1396	LCP Lamond Capital Partners San Francisco, California	$11.8M	-$7.22M	1	8.22%	Reduced
1397	LVM Capital Management Portage, Michigan	$11.8M	-$318K	4	3.81%	Reduced
1398	VNA VNBTrust National Association Charlottesville, Virginia	$11.8M	-$440K	3	5.86%	Reduced
1399	LK Lumbard & Kellner Hollis, New Hampshire	$11.8M	+$318K	3	8.42%	Increased
1400	Lourd Capital Beverly Hills, California	$11.7M	+$148K	5	1.25%	Increased