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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
1401	GL Globe Life Mckinney, Texas	$13.2M	$0	1	10.63%	Maintained
1402	MTM Millennium TVP Management New York	$13.2M	+$13.3M	2	10.92%	New
1403	MAI Capital Management Independence, Ohio	$13.2M	+$43.4K	5	1.27%	Increased
1404	LVM Capital Management Portage, Michigan	$13.2M	+$163K	4	4.33%	Increased
1405	STB S&T Bank Indiana, Pennsylvania	$13.1M	-$118K	1	1.96%	Reduced
1406	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$13.1M	-$118K	2	3.92%	Reduced
1407	Steigerwald Gordon & Koch Leesburg, Virginia	$13.1M	-$88.6K	2	6.87%	Reduced
1408	Eagle Global Advisors Houston, Texas	$13.1M	-$34.3K	4	0.31%	Reduced
1409	VNA VNBTrust National Association Charlottesville, Virginia	$13.1M	+$171K	3	6.76%	Increased
1410	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$13.1M	+$13.9M	2	5.53%	New
1411	DP DW Partners New York	$13M	-$1.49M	1	2.57%	Reduced
1412	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$13M	+$15.3K	3	5.09%	Increased
1413	FBP Flippin Bruce & Porter Lynchburg, Virginia	$13M	-$157K	2	4.31%	Reduced
1414	Payden & Rygel Los Angeles, California	$13M	+$1.52M	4	2.57%	Increased
1415	AL AJO LP Philadelphia, Pennsylvania	$13M	+$4.25M	4	0.06%	Increased
1416	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$13M	-$4.78M	2	6.07%	Reduced
1417	Verity & Verity Beaufort, South Carolina	$12.9M	-$12K	3	6.48%	Reduced
1418	SKP Sanborn Kilcollin Partners Chicago, Illinois	$12.9M	-$6.46M	1	9.02%	Reduced
1419	MWVC Morgens Waterfall Vintiadis & Co New York	$12.9M	-$602K	3	9.01%	Reduced
1420	CAM CG Asset Management New York	$12.8M	-$97.8K	4	5.29%	Reduced
1421	KFS Kurt F. Somerville	$12.8M	-$348K	3	5.17%	Reduced
1422	VFS VSR Financial Services Overland Park, Kansas	$12.8M	-$52.6K	5	1.54%	Reduced
1423	Laurion Capital Management New York	$12.8M	+$13M	3	0.27%	Increased
1424	GCM Grisanti Capital Management New York	$12.8M	+$5.27M	2	5.17%	Increased
1425	Carroll Financial Associates Charlotte, North Carolina	$12.8M	-$1.54M	9	3.95%	Reduced