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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
1776	GAAM Guinness Atkinson Asset Management Pasadena, California	$7M	+$1.62M	2	3.15%	Increased
1777	WCM Waterstone Capital Management St. Louis Park, Minnesota	$7M	+$3.11M	1	3.39%	Increased
1778	ED Exane Derivatives Paris, France	$6.99M	+$1.08M	6	0.77%	Increased
1779	Smithbridge Asset Management Chadds Ford, Pennsylvania	$6.98M	$0	2	5.76%	Maintained
1780	AQR Arbitrage Greenwich, Connecticut	$6.97M	+$6.89M	1	0.09%	New
1781	AWM Altavista Wealth Management Asheville, North Carolina	$6.96M	+$108K	4	4.29%	Increased
1782	AS AIA (Singapore) Singapore	$6.95M	+$541K	1	3.06%	Increased
1783	NIC Northwest Investment Counselors Lake Oswego, Oregon	$6.95M	+$84.4K	3	4.3%	Increased
1784	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$6.94M	-$218K	3	7.71%	Reduced
1785	SCM Salem Capital Management Woburn, Massachusetts	$6.94M	-$79.5K	2	3.53%	Reduced
1786	BL Bolton LP Greenwich, Connecticut	$6.93M	-$203K	1	1.81%	Reduced
1787	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$6.92M	+$394K	5	2.97%	Increased
1788	RGC Roberts, Glore & Co Deerfield, Illinois	$6.92M	-$50K	4	4.78%	Reduced
1789	MKC M. Kraus & Co Shelburne, Vermont	$6.91M	-$129K	2	4.96%	Reduced
1790	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$6.9M	+$123K	4	2.16%	Increased
1791	TFF Timothy F. Fidgeon	$6.9M	+$180K	5	2.97%	Increased
1792	GHP Investment Advisors Denver, Colorado	$6.9M	+$274K	5	1.81%	Increased
1793	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$6.89M	-$1.47M	6	1.28%	Reduced
1794	JPC Jackson Park Capital Alpine, Utah	$6.89M	+$6.51M	2	5.9%	Increased
1795	Capital Planning Advisors Roseville, California	$6.88M	+$634K	4	4.79%	Increased
1796	Isthmus Partners Madison, Wisconsin	$6.82M	+$115K	5	2.31%	Increased
1797	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$6.79M	-$27.2K	4	2.62%	Reduced
1798	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$6.73M	$0	2	5.71%	Maintained
1799	FVCM F&V Capital Management Boca Raton, Florida	$6.73M	+$1.94M	3	4.57%	Increased
1800	Foundry Partners Minneapolis, Minnesota	$6.72M	-$43.4M	2	0.56%	Reduced