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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
1526	MFS McNamara Financial Services Marshfield, Massachusetts	$10.8M	+$10.8M	7	9.82%	New
1527	Exchange Capital Management Ann Arbor, Michigan	$10.8M	+$64.1K	6	4.51%	Increased
1528	Peak Asset Management Louisville, Colorado	$10.8M	+$10.4M	3	5.67%	New
1529	USCA RIA Houston, Texas	$10.7M	+$704K	5	2.97%	Increased
1530	RDM Retirement Design & Management Westport, Connecticut	$10.7M	+$10.8M	4	8.11%	New
1531	MWVC Morgens Waterfall Vintiadis & Co New York	$10.7M	-$1.62M	3	5.98%	Reduced
1532	General Pension Society PZU Joint Stock Warsaw, Poland	$10.7M	-$5.38M	1	6.6%	Reduced
1533	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$10.7M	-$502K	3	3.95%	Reduced
1534	ArrowMark Colorado Holdings Denver, Colorado	$10.6M	-$2.34M	4	0.27%	Reduced
1535	Fukoku Mutual Life Insurance Tokyo, Japan	$10.6M	-$3.93M	8	1.87%	Reduced
1536	SIM Sterling Investment Management Tucson, Arizona	$10.6M	-$114K	3	7.3%	Reduced
1537	Beaumont Financial Advisors Needham, Massachusetts	$10.5M	-$412K	4	0.51%	Reduced
1538	PSI Pinnacle Summer Investments Fairfax, Virginia	$10.5M	-$98.9K	8	1.29%	Reduced
1539	LIM Lathrop Investment Management Little Rock, Arkansas	$10.5M	-$770K	1	3.8%	Reduced
1540	Maple Capital Management Montpelier, Vermont	$10.5M	+$1.34M	3	3.78%	Increased
1541	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$10.5M	-$4.04M	1	10.87%	Reduced
1542	Private Capital Advisors Darien, Connecticut	$10.4M	-$3.9M	4	3.93%	Reduced
1543	Wallington Asset Management Indianapolis, Indiana	$10.4M	+$192K	1	3.33%	Increased
1544	HFS Haverford Financial Services Radnor, Pennsylvania	$10.4M	-$6.31M	1	4.26%	Reduced
1545	ETrade Capital Management Arlington, Virginia	$10.4M	-$126K	3	0.63%	Reduced
1546	Steinberg Global Asset Management Boca Raton, Florida	$10.4M	+$344K	5	2.24%	Increased
1547	Bank Hapoalim BM Tel Aviv, Israel	$10.4M	+$3.24M	5	2.2%	Increased
1548	PAA Peregrine Asset Advisers Portland, Oregon	$10.4M	+$1.5M	6	7.3%	Increased
1549	WPIC White Pine Investment Company Livonia, Michigan	$10.3M	-$90.9K	2	6.01%	Reduced
1550	WDA Wendell David Associates Portsmouth, New Hampshire	$10.3M	-$873K	4	2.01%	Reduced