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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
1801	GIM Groesbeck Investment Management Paramus, New Jersey	$6.62M	-$1.15M	2	3.15%	Reduced
1802	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$6.62M	-$292K	6	2.71%	Reduced
1803	CCM Chautauqua Capital Management Boulder, Colorado	$6.62M	+$1.13M	2	2.16%	Increased
1804	GGPS Gary Goldberg Planning Services Suffern, New York	$6.62M	+$250K	6	2.75%	Increased
1805	OC Oppenheimer & Close New York	$6.61M	-$42.8K	1	5.42%	Reduced
1806	Grassi Investment Management Santa Clara, California	$6.6M	+$50.3K	4	1.25%	Increased
1807	Nikko Asset Management Americas New York	$6.59M	-$2.91M	5	0.4%	Reduced
1808	TWI Thomas White International Chicago, Illinois	$6.58M	+$411K	4	0.95%	Increased
1809	FWC First Washington Corp Seattle, Washington	$6.58M	-$952K	2	3.76%	Reduced
1810	IMA Advisory Services Denver, Colorado	$6.56M	+$58.4K	3	3.1%	Increased
1811	ECAM East Coast Asset Management Essex, Massachusetts	$6.54M	-$1.61M	3	3.74%	Reduced
1812	SA Strategic Advisors New York	$6.49M	-$518K	4	4.26%	Reduced
1813	West Coast Financial Santa Barbara, California	$6.48M	-$29.8K	2	3.64%	Reduced
1814	NCIM New Century Investment Management Southfield, Michigan	$6.47M	+$232K	1	3.35%	Increased
1815	Bellecapital Zurich, Switzerland	$6.45M	+$239K	6	7.53%	Increased
1816	Altimeter Capital Management Boston, Massachusetts	$6.45M	+$1.53M	1	0.59%	Increased
1817	Portolan Capital Management Boston, Massachusetts	$6.43M	+$1.25M	1	1.46%	Increased
1818	WA WealthTrust Axiom Wayne, Pennsylvania	$6.41M	+$664K	4	2.27%	Increased
1819	ECM EagleClaw Capital Management Boston, Massachusetts	$6.41M	+$155K	4	4.35%	Increased
1820	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$6.41M	+$48.8K	3	5.19%	Increased
1821	CBN Cadence Bank NA Houston, Texas	$6.4M	-$14.6K	4	3.45%	Reduced
1822	SAM Scopus Asset Management New York	$6.4M	+$6.47M	1	0.13%	New
1823	Condor Capital Management Martinsville, New Jersey	$6.39M	-$1.6M	4	1.78%	Reduced
1824	Counsel Portfolio Services Mississauga, Ontario, Canada	$6.36M	-$1.82M	3	0.66%	Reduced
1825	DAM Davis Asset Management Sausalito, California	$6.35M	$0	1	1.74%	Maintained