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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	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$21.4M	+$226K	6	9.89%	Increased
1702	HC Hourglass Capital Houston, Texas	$21.4M	-$2.67M	7	5.37%	Reduced
1703	Teewinot Capital Advisers New York	$21.4M	+$7.99M	4	7.58%	Increased
1704	Minneapolis Portfolio Management Group Wayzata, Minnesota	$21.4M	+$426K	1	2.82%	Increased
1705	AIS American Investment Services Great Barrington, Massachusetts	$21.3M	+$1.87M	3	7.37%	Increased
1706	Perigon Wealth Management San Francisco, California	$21.3M	+$6.49M	10	6.41%	Increased
1707	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$21.3M	+$980K	5	8.05%	Increased
1708	Lincoln National Corp Radnor, Pennsylvania	$21.3M	-$2.25M	8	0.78%	Reduced
1709	Highbridge Capital Management New York	$21.3M	-$53.5M	5	0.43%	Reduced
1710	LA Lynch & Associates Newburgh, Indiana	$21.2M	+$133K	3	7.68%	Increased
1711	MCM McRae Capital Management Morristown, New Jersey	$21.2M	+$12.2K	3	8.85%	Increased
1712	Schnieders Capital Management Pasadena, California	$21.1M	+$189K	7	8.92%	Increased
1713	PM Precept Management Dallas, Texas	$21.1M	+$4.08M	3	6.31%	Increased
1714	BP Bandera Partners New York	$21M	-$5.6M	2	15.57%	Reduced
1715	JCP Jabre Capital Partners Geneva, Switzerland	$21M	-$19M	7	1.41%	Reduced
1716	Bellecapital Zurich, Switzerland	$21M	+$741K	6	15.15%	Increased
1717	DWA Dorsey Wright & Associates Pasadena, California	$20.9M	-$976K	5	3.07%	Reduced
1718	Sargent Bickham Lagudis Boulder, Colorado	$20.9M	-$74.8K	12	2.59%	Reduced
1719	Farmers Trust Company Youngstown, Ohio	$20.9M	-$288K	6	6.32%	Reduced
1720	LC Lincoln Capital Lincoln, Nebraska	$20.9M	+$115K	5	11.16%	Increased
1721	Atwood & Palmer Kansas City, Missouri	$20.8M	-$12.3M	6	2.85%	Reduced
1722	WPIC White Pine Investment Company Livonia, Michigan	$20.8M	+$7.87M	4	10.77%	Increased
1723	Camden National Bank Camden, Maine	$20.8M	-$860K	5	5.48%	Reduced
1724	German American Bancorp Jasper, Indiana	$20.7M	+$20.1M	4	6.5%	New
1725	Intrust Bank Wichita, Kansas	$20.7M	-$107K	7	5.73%	Reduced