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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
1426	PBT Pictet Bank & Trust Nassau, Bahamas	$12.7M	-$553K	4	4.9%	Reduced
1427	CC Coastland Capital Palo Alto, California	$12.7M	+$1.56M	1	0.5%	Increased
1428	SC Saybrook Capital Winston Salem, North Carolina	$12.6M	+$34K	2	7.35%	Increased
1429	TC Taylor Cottrill New London, New Hampshire	$12.6M	-$326K	3	5.94%	Reduced
1430	Reinhart Partners Mequon, Wisconsin	$12.6M	-$319K	5	0.94%	Reduced
1431	Clark Capital Management Group Philadelphia, Pennsylvania	$12.6M	+$1.36M	4	1.15%	Increased
1432	LVM Capital Management Portage, Michigan	$12.6M	-$471K	4	4.18%	Reduced
1433	MC MIG Capital Newport Beach, California	$12.5M	$0	1	3.85%	Maintained
1434	PTB Pioneer Trust Bank Salem, Oregon	$12.5M	-$2.02K	4	8.23%	Reduced
1435	PSC Prentiss Smith & Co Brattleboro, Vermont	$12.5M	+$11.3M	6	5.81%	Increased
1436	SCI S&CO Inc Boston, Massachusetts	$12.5M	+$73.6K	3	1.81%	Increased
1437	Polaris Capital Management Boston, Massachusetts	$12.5M	+$12.6M	1	2.1%	New
1438	Narwhal Capital Management Marietta, Georgia	$12.5M	+$1.08M	4	4.84%	Increased
1439	ARMC American Research & Management Company Marion, Massachusetts	$12.5M	-$113K	7	4.61%	Reduced
1440	EPM Equitec Proprietary Markets Chicago, Illinois	$12.5M	+$12.5M	9	0.54%	New
1441	WEC Winslow Evans & Crocker Boston, Massachusetts	$12.5M	+$35.3K	10	3.56%	Increased
1442	Steigerwald Gordon & Koch Leesburg, Virginia	$12.4M	+$268K	2	6.2%	Increased
1443	Vestor Capital Chicago, Illinois	$12.3M	-$5.53M	5	3.61%	Reduced
1444	VFS VSR Financial Services Overland Park, Kansas	$12.3M	+$326K	5	1.39%	Increased
1445	FCT Family Capital Trust Peabody, Massachusetts	$12.3M	+$39.2K	3	6.38%	Increased
1446	GAM Systematic Cambridge, United Kingdom	$12.2M	+$12.1M	8	2.48%	New
1447	American Assets Investment Management San Diego, California	$12.2M	+$3.05M	4	3.85%	Increased
1448	DBG De Burlo Group Boston, Massachusetts	$12.1M	-$7.03M	4	2.45%	Reduced
1449	PC Permit Capital West Conshohocken, Pennsylvania	$12.1M	$0	3	7.43%	Maintained
1450	VST Van Strum & Towne San Francisco, California	$12.1M	+$454K	2	7.47%	Increased