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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	GHA Garcia Hamilton & Associates Houston, Texas	$12.4M	-$9.42M	6	10.99%	Reduced
1802	PSC Prentiss Smith & Co Brattleboro, Vermont	$12.4M	+$1.39M	8	7.03%	Increased
1803	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$12.4M	-$14M	1	1.82%	Reduced
1804	WAS WESPAC Advisors SoCal Pasadena, California	$12.4M	+$2.27M	8	7.67%	Increased
1805	Condor Capital Management Martinsville, New Jersey	$12.4M	+$1.18M	7	2.66%	Increased
1806	Argent Trust Co Nashville, Tennessee	$12.4M	+$784K	7	5.11%	Increased
1807	YCG LLC Austin, Texas	$12.4M	+$3.62M	2	3.4%	Increased
1808	Steginsky Capital Port Washington, New York	$12.4M	-$4.1K	1	10.73%	Reduced
1809	CAM Covenant Asset Management Chester, New Jersey	$12.3M	-$730K	5	8.33%	Reduced
1810	AIM Arcadia Investment Management Kalamazoo, Michigan	$12.3M	-$86.9K	7	3.9%	Reduced
1811	FWCM First Western Capital Management Los Angeles, California	$12.3M	-$2.09M	4	7.45%	Reduced
1812	AIM Alambic Investment Management Belvedere, California	$12.3M	+$4.06M	4	1.52%	Increased
1813	Quinn Opportunity Partners Charlottesville, Virginia	$12.3M	+$4.51M	2	2.83%	Increased
1814	ICM ISZO Capital Management New York	$12.3M	+$11.5M	1	21.32%	New
1815	IBEX Wealth Advisors Bedminster, New Jersey	$12.2M	+$254K	4	7.54%	Increased
1816	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$12.2M	+$6.21M	5	4.36%	Increased
1817	Avalon Global Asset Management San Francisco, California	$12.2M	-$1.89M	3	6.36%	Reduced
1818	BIC Bridges Investment Counsel Omaha, Nebraska	$12.2M	-$15.5M	5	3.57%	Reduced
1819	FAM Foresters Asset Management Toronto, Ontario, Canada	$12.2M	-$1.23M	3	5.63%	Reduced
1820	RIG Renaissance Investment Group Lenox, Massachusetts	$12.2M	+$216K	3	5.4%	Increased
1821	CT Chicago Trust Grayslake, Illinois	$12.2M	-$599K	6	5.39%	Reduced
1822	III Independent Investors Inc Nesconset, New York	$12.2M	-$35K	5	5.17%	Reduced
1823	LC Lincoln Capital Lincoln, Nebraska	$12.1M	-$444K	4	8.2%	Reduced
1824	Smithfield Trust Pittsburgh, Pennsylvania	$12.1M	+$355K	10	1.9%	Increased
1825	Capital Impact Advisors Boston, Massachusetts	$12.1M	+$2.02M	4	4.82%	Increased