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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	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$13.6M	+$13.8M	3	11.32%	Increased
1377	Moors & Cabot Boston, Massachusetts	$13.6M	+$537K	6	2.27%	Increased
1378	BHA Beech Hill Advisors New York	$13.6M	+$4.74M	6	6.38%	Increased
1379	MIM Montgomery Investment Management Rockville, Maryland	$13.6M	+$22.1K	2	6.82%	Increased
1380	PC Passport Capital San Francisco, California	$13.5M	-$5.79M	3	0.35%	Reduced
1381	Kopernik Global Investors Tampa, Florida	$13.5M	+$2.96M	1	3.39%	Increased
1382	KG Killen Group Berwyn, Pennsylvania	$13.5M	-$13M	2	0.97%	Reduced
1383	Pittenger & Anderson Inc Lincoin, Nebraska	$13.5M	-$18.7K	6	1.74%	Reduced
1384	Hemenway Trust Hemenway Trust Salem, New Hampshire	$13.5M	+$3.94M	5	3.53%	Increased
1385	Heartland Advisors Milwaukee, Wisconsin	$13.5M	+$481K	1	0.34%	Increased
1386	First Horizon Advisors Memphis, Tennessee	$13.5M	+$501K	11	1.95%	Increased
1387	Mitchell Capital Management Leawood, Kansas	$13.5M	+$109K	2	4.16%	Increased
1388	WealthTrust Fairport Cleveland, Ohio	$13.5M	+$64K	4	1.84%	Increased
1389	SeaBridge Investment Advisors Summit, New Jersey	$13.4M	+$230K	5	2.71%	Increased
1390	Verity & Verity Beaufort, South Carolina	$13.4M	+$934K	3	6.15%	Increased
1391	UM Ulysses Management New York	$13.4M	$0	1	1.57%	Maintained
1392	KIA King Investment Advisors Houston, Texas	$13.3M	+$3.5M	3	6.36%	Increased
1393	Advisor Partners Walnut Creek, California	$13.3M	-$371K	5	5.64%	Reduced
1394	Dixon Hubard Feinour & Brown Roanoke, Virginia	$13.3M	+$408K	3	3.92%	Increased
1395	MAM Mizuho Asset Management Tokyo, Japan	$13.3M	+$2.54M	10	3.49%	Increased
1396	CT Chicago Trust Grayslake, Illinois	$13.2M	+$13.4M	5	4.52%	New
1397	SCM Sandler Capital Management New York	$13.2M	+$12.7M	2	0.81%	New
1398	Shufro Rose & Co New York	$13.2M	-$87.6K	2	1.35%	Reduced
1399	UPA Union Point Advisors San Mateo, California	$13.2M	+$5.46M	2	6.79%	Increased
1400	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$13.1M	-$30.6K	5	2.29%	Reduced