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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
1726	RAM Ramsey Asset Management Reston, Virginia	$5.42M	$0	3	8.32%	Maintained
1727	PCM Palouse Capital Management Spokane, Washington	$5.41M	+$3.71M	2	2.18%	Increased
1728	Thomasville National Bank Thomasville, Georgia	$5.39M	-$3.13M	2	2.8%	Reduced
1729	SCM Sterneck Capital Management Kansas City, Missouri	$5.37M	-$72.3K	2	3.4%	Reduced
1730	SFP Santa Fe Partners Santa Fe, New Mexico	$5.37M	-$96K	3	1.03%	Reduced
1731	Portolan Capital Management Boston, Massachusetts	$5.36M	+$886K	2	1.41%	Increased
1732	ARGA Investment Management Stamford, Connecticut	$5.35M	+$1.3M	3	2.05%	Increased
1733	PCM Princeton Capital Management Red Bank, New Jersey	$5.34M	-$21.9K	3	4.87%	Reduced
1734	BO Bank OZK Little Rock, Arkansas	$5.34M	+$2.94M	4	2.32%	Increased
1735	GCG Giovine Capital Group Santa Monica, California	$5.33M	+$416K	1	2.77%	Increased
1736	Locust Wood Capital Advisers New York	$5.32M	-$3.64M	1	1.08%	Reduced
1737	NFGCM Norman Fields Gottscho Capital Management New York	$5.31M	-$2.48M	2	3.98%	Reduced
1738	SSI Scott & Selber Inc Houston, Texas	$5.29M	+$2.12M	4	4.26%	Increased
1739	WCAM West Coast Asset Management Montecito, California	$5.29M	-$111K	1	8.08%	Reduced
1740	DVM Dreman Value Management West Palm Beach, Florida	$5.25M	+$5.28M	3	0.47%	New
1741	GA GFS Advisors Houston, Texas	$5.25M	+$324K	3	2.79%	Increased
1742	State of Alaska Department of Revenue Juneau, Alaska	$5.24M	+$404K	1	1.23%	Increased
1743	TCP TAMRO Capital Partners Alexandria, Virginia	$5.23M	-$222K	2	0.22%	Reduced
1744	BHA Beech Hill Advisors New York	$5.2M	-$713K	4	2.81%	Reduced
1745	3NC 300 North Capital Pasadena, California	$5.19M	-$1.72M	2	1.21%	Reduced
1746	BE Bonness Enterprises Washington, District of Columbia	$5.17M	+$3.94K	2	4.97%	Increased
1747	Balasa Dinverno & Foltz	$5.16M	-$23.8K	4	0.86%	Reduced
1748	DF Dent & Co Baltimore, Maryland	$5.16M	-$942K	3	0.13%	Reduced
1749	IMA Advisory Services Denver, Colorado	$5.15M	+$97K	3	2.53%	Increased
1750	AIM Assured Investment Management New York	$5.13M	-$36.2M	1	0.2%	Reduced