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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
1451	WEC Winslow Evans & Crocker Boston, Massachusetts	$12M	+$926K	11	3.45%	Increased
1452	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$12M	-$2.09M	5	5.87%	Reduced
1453	CW Cabot-Wellington Boston, Massachusetts	$12M	-$529K	4	4.45%	Reduced
1454	MFS Monetta Financial Services Wheaton, Illinois	$12M	+$3.97M	3	6.29%	Increased
1455	Cutler Investment Counsel Jacksonville, Oregon	$11.9M	-$62.1K	2	4.07%	Reduced
1456	Narwhal Capital Management Marietta, Georgia	$11.9M	+$10.3K	3	4.79%	Increased
1457	LCM Lomas Capital Management New York	$11.9M	$0	1	2.31%	Maintained
1458	PWW Pettyjohn Wood & White Lynchburg, Virginia	$11.9M	+$650K	4	5.14%	Increased
1459	CW Cobiz Wealth Denver, Colorado	$11.8M	-$416K	4	2.76%	Reduced
1460	WDA Wendell David Associates Portsmouth, New Hampshire	$11.8M	-$231K	4	2.46%	Reduced
1461	Founders Capital Management (Connecticut) East Hartford, Connecticut	$11.8M	+$91.2K	3	7.56%	Increased
1462	IMAS ID Management A/S Randers, Denmark	$11.8M	+$11.8M	2	5.46%	New
1463	PC Permit Capital West Conshohocken, Pennsylvania	$11.8M	-$1.24M	3	7.1%	Reduced
1464	Zevin Asset Management Boston, Massachusetts	$11.7M	+$423K	5	3.44%	Increased
1465	KCM Kempner Capital Management Galveston, Texas	$11.7M	-$1.18M	1	4.97%	Reduced
1466	Cheviot Value Management Beverly Hills, California	$11.6M	-$823K	1	6.76%	Reduced
1467	SFSIG San Francisco Sentry Investment Group San Francisco, California	$11.6M	-$520K	8	5.83%	Reduced
1468	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$11.6M	-$130K	5	4.13%	Reduced
1469	Trustmark National Bank Trust Department Jackson, Mississippi	$11.6M	+$823K	5	1.64%	Increased
1470	PSI Pinnacle Summer Investments Fairfax, Virginia	$11.6M	+$474K	8	1.28%	Increased
1471	Suncoast Equity Management Tampa, Florida	$11.6M	+$973	2	10.8%	Increased
1472	WAM Winslow Asset Management Beachwood, Ohio	$11.6M	+$160K	2	2.05%	Increased
1473	FIM FourPoints Investment Managers Paris, France	$11.5M	+$29.9K	4	1.35%	Increased
1474	CC Coastland Capital Palo Alto, California	$11.5M	-$1.4M	1	0.4%	Reduced
1475	JT Jump Trading Chicago, Illinois	$11.5M	+$2.82M	8	0.37%	Increased