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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	FPA Fieldpoint Private Advisors New York	$9.5M	+$232K	3	6.75%	Increased
1802	Pegasus Partners Mequon, Wisconsin	$9.5M	+$461K	5	5.16%	Increased
1803	MJP Michael J. Puzo	$9.5M	+$346K	3	6.3%	Increased
1804	BAC Boys Arnold & Co Asheville, North Carolina	$9.46M	-$22.1M	5	3.74%	Reduced
1805	Leuthold Group Minneapolis, Minnesota	$9.44M	+$424K	3	1.03%	Increased
1806	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$9.44M	-$216K	6	6.53%	Reduced
1807	AC Argentiere Capital Zug, Switzerland	$9.42M	-$5.19M	2	5.5%	Reduced
1808	WPIC White Pine Investment Company Livonia, Michigan	$9.41M	-$5.97M	2	5.73%	Reduced
1809	DAM Doheny Asset Management Los Angeles, California	$9.39M	-$115K	4	4.84%	Reduced
1810	GPC Glacier Peak Capital Bellevue, Washington	$9.39M	+$3.32M	2	8.07%	Increased
1811	Hanson & Doremus Investment Management Burlington, Vermont	$9.38M	-$167K	7	4.24%	Reduced
1812	SCM SeaStone Capital Management New York	$9.34M	-$7.81M	1	10.71%	Reduced
1813	RP Raiff Partners New York	$9.31M	+$1.64M	1	10.57%	Increased
1814	SBA Seven Bridges Advisors New York	$9.31M	+$1.7M	5	7.36%	Increased
1815	GL Globe Life Mckinney, Texas	$9.3M	+$8.2M	1	7.96%	New
1816	MFS Monetta Financial Services Wheaton, Illinois	$9.29M	+$2.1M	3	5.76%	Increased
1817	LCM Liberty Capital Management Birmingham, Michigan	$9.27M	-$525K	4	6.96%	Reduced
1818	FBT First Bankers Trust Louisville, Kentucky	$9.24M	+$190K	4	3.87%	Increased
1819	Channing Capital Management Chicago, Illinois	$9.24M	+$4.76M	2	0.41%	Increased
1820	EAMA EFG Asset Management (Americas) Miami, Florida	$9.24M	+$1.52M	2	4.62%	Increased
1821	WBG Wharton Business Group Malvern, Pennsylvania	$9.23M	-$6.94M	5	1.02%	Reduced
1822	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$9.22M	+$4.29M	7	3.57%	Increased
1823	CL CIM LLC Albany, New York	$9.21M	-$2.51M	3	4.55%	Reduced
1824	Trust Company Manhattan, Kansas	$9.21M	+$823K	6	4.21%	Increased
1825	HL HeadInvest LLC Portland, Maine	$9.19M	-$175K	4	3.59%	Reduced