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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
1601	PCR Potrero Capital Research San Francisco, California	$62.6M	$0	4	18.68%	Maintained
1602	Ally Financial Detroit, Michigan	$62.5M	+$1.37M	3	5.72%	Increased
1603	Wright Investors Service Shelton, Connecticut	$62.5M	-$441K	6	15.8%	Reduced
1604	Conning Inc Hartford, Connecticut	$62.3M	-$8.22M	9	1.66%	Reduced
1605	CCM Cohen Capital Management Corte Madera, California	$62.2M	-$4.27M	6	10.18%	Reduced
1606	Sabal Trust St. Petersburg, Florida	$62.2M	-$2.65M	6	3.95%	Reduced
1607	Greenwich Wealth Management Greenwich, Connecticut	$62.2M	-$43.6K	10	5.08%	Reduced
1608	Leavell Investment Management Mobile, Alabama	$62.1M	-$1.1M	6	4.13%	Reduced
1609	Polaris Capital Management Boston, Massachusetts	$62M	-$767K	2	2%	Reduced
1610	Maytus Capital Management New York	$62M	+$19.9M	4	14.37%	Increased
1611	Intrust Bank Wichita, Kansas	$62M	-$131K	8	7.46%	Reduced
1612	PTB Pioneer Trust Bank Salem, Oregon	$62M	-$1.02M	6	16.1%	Reduced
1613	Sompo Asset Management Tokyo, Japan	$61.9M	-$74.4K	7	12.31%	Reduced
1614	Capital Investment Counsel Inc Raleigh, North Carolina	$61.8M	+$1.57M	10	11.56%	Increased
1615	American National Bank & Trust Wichita Falls, Texas	$61.8M	-$307K	8	12.07%	Reduced
1616	WA Winfield Associates Cleveland, Ohio	$61.8M	-$291K	5	20.58%	Reduced
1617	Lincoln Capital Lincoln, Nebraska	$61.7M	-$221K	5	15.25%	Reduced
1618	PFG Advisors Phoenix, Arizona	$61.6M	+$2.62M	8	6.07%	Increased
1619	Shufro Rose & Co New York	$61.5M	-$1.39M	7	4.44%	Reduced
1620	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$61.4M	-$1.3M	5	2.28%	Reduced
1621	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$61.3M	-$1.15M	6	12.23%	Reduced
1622	Bender Robert & Associates Pasadena, California	$61.3M	$0	6	17.68%	Maintained
1623	V Wealth Advisors Overland Park, Kansas	$61.2M	+$127K	11	8.98%	Increased
1624	Torray Investment Partners Bethesda, Maryland	$61.1M	+$1.53M	5	9.01%	Increased
1625	Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$61M	-$3.91M	1	6.34%	Reduced