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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	BLB&B Advisors Montgomeryville, Pennsylvania	$38.1M	-$219K	7	4.38%	Reduced
1377	RIM Regent Investment Management Louisville, Kentucky	$38.1M	-$84.4K	8	12.4%	Reduced
1378	Van Cleef Asset Management Beachwood, Ohio	$38.1M	-$43.8K	5	8.37%	Reduced
1379	KFS Kurt F. Somerville	$38.1M	+$683K	6	7.55%	Increased
1380	SCI S&CO Inc Boston, Massachusetts	$38M	+$156K	7	4.17%	Increased
1381	Mitchell Capital Management Leawood, Kansas	$38M	+$1.6M	5	12.73%	Increased
1382	Alexandria Capital Arlington, Virginia	$37.9M	-$469K	8	5.41%	Reduced
1383	DBG De Burlo Group Boston, Massachusetts	$37.9M	+$16.3M	3	7.4%	Increased
1384	Professional Advisory Services Vero Beach, Florida	$37.8M	+$86.4K	5	7.34%	Increased
1385	Bristol Gate Capital Partners Toronto, Ontario, Canada	$37.8M	+$5.44M	1	4.49%	Increased
1386	Sompo Asset Management Tokyo, Japan	$37.8M	+$1.6M	6	11.19%	Increased
1387	ACM Aljian Capital Management Carson City, Nevada	$37.4M	+$1.33M	5	30.85%	Increased
1388	Dubuque Bank & Trust Dubuque, Iowa	$37.3M	-$4.13M	6	6.03%	Reduced
1389	Focus Financial Network Minneapolis, Minnesota	$37.2M	+$1.57M	8	5.5%	Increased
1390	GIM Growth Interface Management Orlando, Florida	$37.1M	+$3.3M	2	21.66%	Increased
1391	NI Nuance Investments Kansas City, Missouri	$37M	+$13.2M	1	1.57%	Increased
1392	Maytus Capital Management New York	$36.9M	+$10.4M	6	17.94%	Increased
1393	KA Kerrisdale Advisers Miami, Florida	$36.8M	+$41M	3	13.19%	New
1394	TCIM TOMS Capital Investment Management New York	$36.8M	+$9.5M	1	9.39%	Increased
1395	PHAM Pacific Heights Asset Management San Francisco, California	$36.8M	$0	1	4.79%	Maintained
1396	D.L. Carlson Investment Group Concord, New Hampshire	$36.7M	+$2.23M	5	11.31%	Increased
1397	SCA Sander Capital Advisors Seattle, Washington	$36.6M	-$5.36M	2	23.21%	Reduced
1398	Granite Investment Advisors Concord, New Hampshire	$36.5M	-$570K	8	6.87%	Reduced
1399	Choate Investment Advisors Boston, Massachusetts	$36.5M	-$678K	6	2.18%	Reduced
1400	Wallington Asset Management Indianapolis, Indiana	$36.4M	+$1.06M	3	9.01%	Increased