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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	Managed Asset Portfolios Rochester, Michigan	$21M	-$2.1M	1	5.21%	Reduced
1802	Shelter Mutual Insurance Columbia, Missouri	$21M	$0	2	6.19%	Maintained
1803	AAM Autus Asset Management Scottsdale, Arizona	$21M	+$515K	4	3.46%	Increased
1804	SC Stralem & Co New York	$20.9M	-$2.75M	3	9.59%	Reduced
1805	Foster Dykema Cabot & Co Waltham, Massachusetts	$20.9M	+$152K	7	3.38%	Increased
1806	Intact Investment Management Montreal, Quebec, Canada	$20.9M	-$544K	6	0.75%	Reduced
1807	Bandera Partners New York	$20.9M	-$1.05M	2	12.93%	Reduced
1808	Arcadia Investment Management Kalamazoo, Michigan	$20.9M	+$422K	6	6.04%	Increased
1809	Physicians Financial Services Raleigh, North Carolina	$20.9M	+$508K	7	12.97%	Increased
1810	PCR Potrero Capital Research San Francisco, California	$20.9M	-$3.18M	3	12.93%	Reduced
1811	Soros Fund Management New York	$20.9M	-$31.7M	2	0.48%	Reduced
1812	Princeton Portfolio Strategies Group Princeton, New Jersey	$20.9M	-$121K	5	5.57%	Reduced
1813	Arjuna Capital Durham, North Carolina	$20.8M	-$240K	5	16.11%	Reduced
1814	MCP Moab Capital Partners Southampton, New York	$20.8M	-$651K	2	4.94%	Reduced
1815	McRae Capital Management Morristown, New Jersey	$20.8M	-$220K	3	8.67%	Reduced
1816	Noesis Capital Mangement Boca Raton, Florida	$20.8M	+$148K	5	7.53%	Increased
1817	Union Bancaire Privee Asset Management New York	$20.8M	$0	3	21.48%	Maintained
1818	Renaissance Investment Group Lenox, Massachusetts	$20.8M	+$270K	5	8.47%	Increased
1819	Vicus Capital State College, Pennsylvania	$20.7M	-$134K	8	3.28%	Reduced
1820	Boenning & Scattergood West Conshohocken, Pennsylvania	$20.7M	+$1.14M	7	6.2%	Increased
1821	Horizon Kinetics Asset Management New York	$20.7M	+$19.7M	6	0.57%	New
1822	Apriem Advisors Irvine, California	$20.6M	+$4.98M	6	5.45%	Increased
1823	Nishkama Capital LLC Dorado, Puerto Rico	$20.6M	+$18.7M	3	15.39%	Increased
1824	MCM McMillion Capital Management Greensboro, North Carolina	$20.6M	+$311K	3	11.15%	Increased
1825	Morgens Waterfall Vintiadis & Co New York	$20.5M	+$1.46M	5	14.7%	Increased