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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
1701	Foster Dykema Cabot & Co Waltham, Massachusetts	$13M	-$5.08M	5	2.45%	Reduced
1702	Clearline Capital New York	$13M	+$314K	2	5.91%	Increased
1703	Noesis Capital Mangement Boca Raton, Florida	$13M	+$128K	6	5.44%	Increased
1704	Bank Hapoalim BM Tel Aviv, Israel	$13M	-$1.86M	5	3.47%	Reduced
1705	MTM Millennium TVP Management New York	$13M	$0	1	14.26%	Maintained
1706	BCM Beddow Capital Management Jackson, Wyoming	$13M	+$83.6K	1	5.16%	Increased
1707	TCI Wealth Advisors Tucson, Arizona	$13M	+$420K	9	6.8%	Increased
1708	HRC Hoertkorn Richard Charles	$12.9M	+$1.04M	6	8.93%	Increased
1709	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$12.9M	+$2.36M	4	8.25%	Increased
1710	Novare Capital Management Charlotte, North Carolina	$12.9M	+$749K	2	3.17%	Increased
1711	CCT Capital City Trust Tallahassee, Florida	$12.9M	-$2.12M	5	5.15%	Reduced
1712	SCA Snowden Capital Advisors New York	$12.9M	+$1.31M	7	3.24%	Increased
1713	MCM McMillion Capital Management Greensboro, North Carolina	$12.9M	-$53.8K	3	9.18%	Reduced
1714	CIM CIM Investment Management Pittsburgh, Pennsylvania	$12.9M	+$143K	7	4.68%	Increased
1715	Nikko Asset Management Americas New York	$12.8M	+$639K	9	1.03%	Increased
1716	CCM Crossvault Capital Management San Antonio, Texas	$12.8M	+$890K	4	8.66%	Increased
1717	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$12.8M	-$53.8K	3	4.76%	Reduced
1718	Lourd Capital Beverly Hills, California	$12.7M	+$214K	6	1.26%	Increased
1719	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$12.7M	+$229K	4	4.7%	Increased
1720	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$12.7M	-$9.3M	1	2.43%	Reduced
1721	Hennessy Advisors Inc Novato, California	$12.7M	-$5.91M	1	0.38%	Reduced
1722	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$12.7M	+$4.66K	4	3.99%	Increased
1723	Lincluden Management Mississauga, Ontario, Canada	$12.6M	-$2.15M	2	1.37%	Reduced
1724	MA Menlo Advisors Menlo Park, California	$12.6M	-$166K	3	10.11%	Reduced
1725	New England Asset Management Farmington, Connecticut	$12.5M	-$81.2K	4	0.35%	Reduced