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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	Boothbay Fund Management New York	$18.7M	+$13.2M	6	3.48%	Increased
1527	Hudson Valley Investment Advisors Goshen, New York	$18.6M	-$38.8K	4	5.2%	Reduced
1528	First Financial Bank - Trust Division Hamilton, Ohio	$18.6M	-$472K	5	3.43%	Reduced
1529	VST Van Strum & Towne San Francisco, California	$18.6M	-$827K	3	11.99%	Reduced
1530	VAS Valicenti Advisory Services Elmira, New York	$18.6M	-$773K	4	10.3%	Reduced
1531	BC Bruce & Co Chicago, Illinois	$18.5M	+$3.51M	1	4.44%	Increased
1532	OCM Oakview Capital Management Dallas, Texas	$18.5M	+$1.54M	1	8.8%	Increased
1533	SM Selkirk Management Chatham, New Jersey	$18.5M	$0	2	10.45%	Maintained
1534	Beacon Financial Group Dallas, Texas	$18.4M	+$347K	6	3.52%	Increased
1535	3C 361 Capital Denver, Colorado	$18.3M	+$14.1M	4	3.91%	Increased
1536	ICM Intrepid Capital Management Jacksonville Beach, Florida	$18.1M	+$55.9K	1	6.69%	Increased
1537	John G. Ullman & Associates Corning, New York	$18.1M	-$392K	4	3.75%	Reduced
1538	SSI Scott & Selber Inc Houston, Texas	$18.1M	+$147K	4	11.01%	Increased
1539	WA Winfield Associates Cleveland, Ohio	$18.1M	+$400K	8	10.27%	Increased
1540	Hennessy Advisors Inc Novato, California	$18M	+$4.64M	2	0.53%	Increased
1541	AGM Alpine Global Management New York	$18M	+$10.6M	8	4.65%	Increased
1542	Camden National Bank Camden, Maine	$18M	-$2.4M	2	5.55%	Reduced
1543	Lombard Odier Asset Management (Europe) London, United Kingdom	$18M	-$2.32M	6	1.01%	Reduced
1544	Marble Harbor Investment Counsel Boston, Massachusetts	$18M	-$71.3K	6	3.92%	Reduced
1545	Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$17.9M	+$37.4K	6	1.78%	Increased
1546	Moody National Bank Trust Division Galveston, Texas	$17.9M	+$70.3K	8	0.88%	Increased
1547	ICOA Investment Centers of America Bismarck, North Dakota	$17.9M	+$641K	7	1.38%	Increased
1548	Welch Group Birmingham, Alabama	$17.9M	-$187K	5	3.36%	Reduced
1549	Peak Asset Management Louisville, Colorado	$17.8M	-$154K	5	6.74%	Reduced
1550	Auxier Asset Management Aurora, Oregon	$17.8M	-$343K	3	3.73%	Reduced