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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	Slow Capital Greenbrae, California	$23.8M	+$628K	10	10.6%	Increased
1702	German American Bancorp Jasper, Indiana	$23.8M	+$215K	4	7.12%	Increased
1703	American Assets Investment Management San Diego, California	$23.8M	$0	5	3.91%	Maintained
1704	Farmers Trust Company Youngstown, Ohio	$23.8M	+$387K	6	6.69%	Increased
1705	Steigerwald Gordon & Koch Leesburg, Virginia	$23.7M	-$905K	4	5.96%	Reduced
1706	KIP Kayak Investment Partners San Francisco, California	$23.7M	-$15.2M	2	23.87%	Reduced
1707	CCC Chelsea Counsel Company Los Angeles, California	$23.7M	+$4.04M	6	12.35%	Increased
1708	LA Lynch & Associates Newburgh, Indiana	$23.7M	-$447K	3	7.99%	Reduced
1709	NCM Northstar Capital Management New York	$23.6M	-$1.02M	6	19.07%	Reduced
1710	IAM ICM Asset Management Spokane, Washington	$23.5M	$0	1	16.39%	Maintained
1711	Comerica Securities Detroit, Michigan	$23.5M	+$590K	10	2.75%	Increased
1712	SM SG3 Management Dorado, Puerto Rico	$23.4M	+$22M	1	3.59%	New
1713	Shufro Rose & Co New York	$23.4M	-$3.88M	5	2.17%	Reduced
1714	CC Caldera Capital Dallas, Texas	$23.4M	+$4.54M	2	16%	Increased
1715	BCA Bernzott Capital Advisors Camarillo, California	$23.3M	-$39K	2	2.7%	Reduced
1716	Alley Company Lake Forest, Illinois	$23.3M	+$559K	4	7.14%	Increased
1717	Wexford Capital West Palm Beach, Florida	$23.3M	+$1M	4	1.49%	Increased
1718	PHAM Pacific Heights Asset Management San Francisco, California	$23.3M	$0	1	2.56%	Maintained
1719	Sargent Bickham Lagudis Boulder, Colorado	$23.3M	-$418K	11	2.76%	Reduced
1720	SIG Schaller Investment Group Winston Salem, North Carolina	$23.3M	-$254K	4	13.08%	Reduced
1721	Guinness Asset Management London, United Kingdom	$23.2M	+$291K	2	4.2%	Increased
1722	CIC Chase Investment Counsel Charlottesville, Virginia	$23.2M	-$8.35M	4	11.96%	Reduced
1723	Simplicity Solutions Minneapolis, Minnesota	$23.1M	+$6.26M	11	1.32%	Increased
1724	HC Hourglass Capital Houston, Texas	$23.1M	-$512K	7	5.99%	Reduced
1725	Schnieders Capital Management Pasadena, California	$23M	-$333K	7	9.45%	Reduced