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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
1501	PWW Pettyjohn Wood & White Lynchburg, Virginia	$11.3M	-$118K	4	5.2%	Reduced
1502	BWFM Bridgewater Wealth & Financial Management Bethesda, Maryland	$11.3M	+$627K	3	4.68%	Increased
1503	Founders Capital Management (Connecticut) East Hartford, Connecticut	$11.3M	+$32.6K	3	7.29%	Increased
1504	MLIM Mountain Lake Investment Management Boca Raton, Florida	$11.3M	+$1.06M	1	9.09%	Increased
1505	SNT Security National Trust Wheeling, West Virginia	$11.3M	-$141K	6	4.4%	Reduced
1506	Connable Office Inc Kalamazoo, Michigan	$11.3M	-$1.71M	4	3.35%	Reduced
1507	VST Van Strum & Towne San Francisco, California	$11.3M	-$7.93K	2	7.71%	Reduced
1508	Dorsey & Whitney Trust Sioux Falls, South Dakota	$11.3M	+$170K	5	3.16%	Increased
1509	Stonebridge Capital Advisors St Paul, Minnesota	$11.3M	-$9.38K	6	4.53%	Reduced
1510	AHL Partners London, United Kingdom	$11.2M	-$19.3M	8	1.78%	Reduced
1511	ARMC American Research & Management Company Marion, Massachusetts	$11.2M	+$61.7K	7	4.89%	Increased
1512	Harvey Partners Tarrytown, New York	$11.2M	+$1.48M	1	6.93%	Increased
1513	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$11.2M	$0	5	5.92%	Maintained
1514	Weatherly Asset Management Del Mar, California	$11.2M	+$654K	5	4.51%	Increased
1515	LIM Lathrop Investment Management Little Rock, Arkansas	$11.1M	+$681K	1	3.8%	Increased
1516	ANRIA American National Registered Investment Advisor Galveston, Texas	$11.1M	+$791K	8	5.79%	Increased
1517	Moors & Cabot Boston, Massachusetts	$11.1M	-$1.56M	6	2.05%	Reduced
1518	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$11M	+$11.3M	1	0.78%	Increased
1519	JC JBF Capital Aspen, Colorado	$11M	+$11M	2	1.49%	New
1520	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$11M	-$47.7K	3	5.16%	Reduced
1521	Tompkins Financial Ithaca, New York	$11M	-$133K	6	3.56%	Reduced
1522	MCM McMillion Capital Management Greensboro, North Carolina	$11M	-$670K	3	8.48%	Reduced
1523	PRC Platte River Capital Denver, Colorado	$11M	-$6.72M	5	10.11%	Reduced
1524	TCM Tradition Capital Management Summit, New Jersey	$11M	-$114K	4	4.05%	Reduced
1525	FIM FourPoints Investment Managers Paris, France	$10.9M	+$323K	4	4.38%	Increased