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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	Pembroke Management Montreal, Quebec, Canada	$36.4M	+$4.24M	2	3.84%	Increased
1402	NC Nightview Capital Austin, Texas	$36.4M	-$12.4M	1	14.99%	Reduced
1403	CC Courier Capital Buffalo, New York	$36.3M	-$413K	6	4.64%	Reduced
1404	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$36.1M	+$660K	6	5.4%	Increased
1405	Means Investment Company Bangor, Maine	$36M	+$285K	8	14.78%	Increased
1406	Sonora Investment Management Tucson, Arizona	$36M	+$1.25M	16	4.03%	Increased
1407	MayTech Global Investments New York	$36M	-$773K	5	18.05%	Reduced
1408	Matthew Goff Investment Advisor Houston, Texas	$35.9M	-$723K	4	15.37%	Reduced
1409	Dorsey & Whitney Trust Sioux Falls, South Dakota	$35.8M	-$6.16M	9	5.53%	Reduced
1410	Lincoln National Corp Radnor, Pennsylvania	$35.8M	+$4.62M	8	1.39%	Increased
1411	WMS Partners Towson, Maryland	$35.8M	-$1.34M	7	8.79%	Reduced
1412	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$35.7M	+$1.16M	2	6.67%	Increased
1413	Coastline Trust Providence, Rhode Island	$35.7M	-$588K	7	5.19%	Reduced
1414	TA TRB Advisors New York	$35.6M	-$50.4M	3	28.96%	Reduced
1415	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$35.6M	+$542K	2	12.21%	Increased
1416	BC Bodenholm Capital Stockholm, Sweden	$35.6M	-$13M	1	12.56%	Reduced
1417	Parker Investment Management Menlo Park, California	$35.6M	-$602K	5	10.86%	Reduced
1418	NIM Nicollet Investment Management Minneapolis, Minnesota	$35.5M	+$2.48M	6	22.28%	Increased
1419	RCP Rothschild Capital Partners New York	$35.5M	$0	5	17.38%	Maintained
1420	Foster & Motley Cincinnati, Ohio	$35.5M	-$685K	4	4.98%	Reduced
1421	NAM North American Management Boston, Massachusetts	$35.5M	-$660K	6	5.65%	Reduced
1422	Clearstead Advisors Cleveland, Ohio	$35.5M	+$1.76M	7	4.72%	Increased
1423	CWA Asset Management Group Naples, Florida	$35.4M	+$545K	7	6.07%	Increased
1424	Ostrum Asset Management Paris, France	$35.3M	-$3.6M	5	9.79%	Reduced
1425	Abbrea Capital Greenbrae, California	$35.3M	+$4.45M	7	8.65%	Increased