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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
1576	GL Globe Life Mckinney, Texas	$10.1M	+$1.08M	1	7.83%	Increased
1577	CL CIM LLC Albany, New York	$10.1M	-$137K	2	5.07%	Reduced
1578	SSI Scott & Selber Inc Houston, Texas	$10.1M	+$5.6M	5	7.44%	Increased
1579	TC Taylor Cottrill New London, New Hampshire	$10M	-$333K	4	5.45%	Reduced
1580	11A 10-15 Associates Goshen, New York	$10M	+$654K	2	3.44%	Increased
1581	QI Qualcomm Inc San Diego, California	$10M	-$1.34M	2	1.08%	Reduced
1582	ECAM East Coast Asset Management Essex, Massachusetts	$10M	+$12.7K	3	6.22%	Increased
1583	Old Mutual Customised Solutions Pinelands, South Africa	$9.9M	-$5.99M	5	2.67%	Reduced
1584	Noesis Capital Mangement Boca Raton, Florida	$9.9M	-$649K	4	5.23%	Reduced
1585	FC Farley Capital New York	$9.9M	-$6.67M	1	7.83%	Reduced
1586	General Pension Society PZU Joint Stock Warsaw, Poland	$9.9M	$0	1	8.18%	Maintained
1587	TCI Wealth Advisors Tucson, Arizona	$9.9M	+$218K	7	5.94%	Increased
1588	CCM Compton Capital Management Providence, Rhode Island	$9.8M	+$247K	4	3.55%	Increased
1589	WCM Weik Capital Management Wyomissing, Pennsylvania	$9.8M	-$160K	3	6%	Reduced
1590	NCM Neumann Capital Management Foster City, California	$9.8M	-$371K	4	6.93%	Reduced
1591	State of Alaska Department of Revenue Juneau, Alaska	$9.8M	-$540K	2	2.13%	Reduced
1592	Roundview Capital Princeton, New Jersey	$9.8M	+$3.18M	5	4.18%	Increased
1593	AIA AIMZ Investment Advisors Los Altos, California	$9.7M	-$82.8K	4	8.95%	Reduced
1594	III Independent Investors Inc Nesconset, New York	$9.7M	+$19.7K	4	4.84%	Increased
1595	STB S&T Bank Indiana, Pennsylvania	$9.7M	+$76.7K	1	1.5%	Increased
1596	BTC Capital Management Des Moines, Iowa	$9.7M	+$450K	3	2.34%	Increased
1597	Atlantic Union Bankshares Glen Allen, Virginia	$9.7M	+$1.03M	4	4.5%	Increased
1598	DSI Daiwa SB Investments Tokyo, Japan	$9.7M	+$1.76M	5	2.21%	Increased
1599	GAM Systematic Cambridge, United Kingdom	$9.7M	-$9.02M	7	2.25%	Reduced
1600	CIM CIM Investment Management Pittsburgh, Pennsylvania	$9.7M	-$1.54M	4	4.67%	Reduced