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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	CC Coastland Capital Palo Alto, California	$11.8M	-$11.5M	1	0.32%	Reduced
1452	VST Van Strum & Towne San Francisco, California	$11.8M	-$42.2K	2	7.28%	Reduced
1453	TCM Texan Capital Management Houston, Texas	$11.8M	-$41.3K	5	4.77%	Reduced
1454	Twin Tree Management Dallas, Texas	$11.8M	+$8.34M	8	0.29%	Increased
1455	Zevin Asset Management Boston, Massachusetts	$11.8M	+$133K	5	3.15%	Increased
1456	Marble Harbor Investment Counsel Boston, Massachusetts	$11.8M	-$674K	3	3.01%	Reduced
1457	Peak Asset Management Louisville, Colorado	$11.8M	+$835K	4	6.18%	Increased
1458	Highstreet Asset Management London, Ontario, Canada	$11.8M	-$1.68M	3	3.4%	Reduced
1459	EVM Evelyn V. Moreno	$11.8M	-$114K	4	4.67%	Reduced
1460	ICRM Insight Capital Research & Management Walnut Creek, California	$11.8M	+$7.73M	3	3.11%	Increased
1461	KG Killen Group Berwyn, Pennsylvania	$11.7M	-$18.9K	2	0.89%	Reduced
1462	Bank Hapoalim BM Tel Aviv, Israel	$11.7M	-$5.82M	5	2.3%	Reduced
1463	PWW Pettyjohn Wood & White Lynchburg, Virginia	$11.7M	+$541K	4	4.93%	Increased
1464	PTC Peak Ten Capital New York	$11.7M	+$4.36M	4	22.05%	Increased
1465	MHP Manatuck Hill Partners Westport, Connecticut	$11.7M	+$11.2M	1	3.56%	New
1466	PSC Prentiss Smith & Co Brattleboro, Vermont	$11.6M	-$202K	5	5.72%	Reduced
1467	LVM Capital Management Portage, Michigan	$11.6M	-$78.3K	4	3.87%	Reduced
1468	TCOT Trust Company of Toledo Holland, Ohio	$11.6M	+$843K	5	3.38%	Increased
1469	Clark Capital Management Group Philadelphia, Pennsylvania	$11.6M	+$2.57M	4	1.06%	Increased
1470	MUFG Securities EMEA London, United Kingdom	$11.6M	+$9.2M	2	1.92%	Increased
1471	American Assets Investment Management San Diego, California	$11.6M	-$2.57K	4	3.46%	Reduced
1472	Benjamin F. Edwards & Company St. Louis, Missouri	$11.5M	+$239K	9	2.29%	Increased
1473	FL Fort LP Chevy Chase, Maryland	$11.5M	+$4.24M	5	5.97%	Increased
1474	MLIM Mountain Lake Investment Management Boca Raton, Florida	$11.5M	+$1.69M	1	10.03%	Increased
1475	Tompkins Financial Ithaca, New York	$11.5M	-$817K	6	3.12%	Reduced