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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
1676	HS HighVista Strategies Boston, Massachusetts	$12.3M	-$4.21M	5	2.29%	Reduced
1677	SC Scholtz & Company Stamford, Connecticut	$12.3M	+$425K	3	12.75%	Increased
1678	BCM Beddow Capital Management Jackson, Wyoming	$12.3M	-$607K	1	5.06%	Reduced
1679	DR Davis Rea Toronto, Ontario, Canada	$12.3M	+$16.5K	3	9.18%	Increased
1680	Lourd Capital Beverly Hills, California	$12.3M	-$794K	6	1.35%	Reduced
1681	Guinness Asset Management London, United Kingdom	$12.2M	+$639K	3	3.08%	Increased
1682	IPC Independent Portfolio Consultants Boca Raton, Florida	$12.2M	-$926K	9	3.82%	Reduced
1683	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$12.2M	+$536K	4	3.82%	Increased
1684	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$12.2M	-$220K	3	4.62%	Reduced
1685	DCM Dynamic Capital Management St. Helier, Jersey	$12.2M	-$452K	3	1.57%	Reduced
1686	Frontier Capital Management Boston, Massachusetts	$12.1M	-$389K	3	0.1%	Reduced
1687	AMG National Trust Bank Greenwood Village, Colorado	$12.1M	+$644K	6	1.04%	Increased
1688	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$12.1M	$0	2	0.3%	Maintained
1689	Nikko Asset Management Americas New York	$12.1M	+$207K	7	1.03%	Increased
1690	Strategic Financial Services Utica, New York	$12.1M	+$60.4K	4	2.4%	Increased
1691	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$12.1M	+$358K	5	4.48%	Increased
1692	WCM Weik Capital Management Wyomissing, Pennsylvania	$12M	-$30.3K	4	6.92%	Reduced
1693	BTNA Bremer Trust National Association St. Cloud, Minnesota	$12M	-$1.76M	7	3.27%	Reduced
1694	Buckingham Capital Management (Ohio) Dayton, Ohio	$12M	-$35.5K	3	3.06%	Reduced
1695	New England Asset Management Farmington, Connecticut	$12M	+$2.76M	5	0.44%	Increased
1696	Two Sigma Securities New York	$12M	+$8.92M	10	4.08%	Increased
1697	SCM Stonerise Capital Management San Francisco, California	$11.9M	+$12M	1	8.73%	New
1698	Blue Chip Partners Farmington Hills, Michigan	$11.9M	+$357K	4	5.26%	Increased
1699	Intrust Bank Wichita, Kansas	$11.9M	+$336K	7	4.74%	Increased
1700	L.J. Altfest & Co New York	$11.9M	+$671K	6	7.9%	Increased