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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
1826	Argus Investors Counsel New York	$20.4M	-$1.18M	4	8.79%	Reduced
1827	Foster Dykema Cabot & Co Waltham, Massachusetts	$20.4M	-$475K	6	3.3%	Reduced
1828	Addenda Capital Montreal, Quebec, Canada	$20.4M	-$4.66M	3	1.68%	Reduced
1829	SFM Signature Financial Management Norfolk, Virginia	$20.3M	-$232K	6	3.59%	Reduced
1830	Kennedy Capital Management St Louis, Missouri	$20.3M	-$5.49M	2	0.38%	Reduced
1831	Engineers Gate Manager New York	$20.3M	-$14.4M	9	1.56%	Reduced
1832	Buckhead Capital Management Atlanta, Georgia	$20.2M	-$20.6K	3	6.21%	Reduced
1833	Alta Park Capital San Francisco, California	$20.2M	-$6.63M	2	6.23%	Reduced
1834	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$20.2M	-$230K	5	5.72%	Reduced
1835	Strategic Financial Services Utica, New York	$20.2M	-$414K	5	3.01%	Reduced
1836	Edgestream Partners Princeton, New Jersey	$20.1M	+$2.23M	7	3.43%	Increased
1837	MCM McMillion Capital Management Greensboro, North Carolina	$20.1M	+$120K	3	10.71%	Increased
1838	KSCM Kamunting Street Capital Management Miami Beach, Florida	$20.1M	+$14.7M	3	18.34%	Increased
1839	Old Second National Bank of Aurora Aurora, Illinois	$20M	-$267K	8	7.31%	Reduced
1840	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$20M	-$31.7K	6	8.05%	Reduced
1841	Princeton Portfolio Strategies Group Princeton, New Jersey	$19.9M	-$20.4K	5	5.18%	Reduced
1842	Steinberg Global Asset Management Boca Raton, Florida	$19.9M	+$96K	6	2.83%	Increased
1843	First Nebraska Trust Lincoln, Nebraska	$19.9M	+$1.1M	7	3.37%	Increased
1844	Orca Investment Management Roseburg, Oregon	$19.9M	+$1.37M	7	19.98%	Increased
1845	Steamboat Capital Partners Rye, New York	$19.9M	+$252K	2	8.66%	Increased
1846	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$19.9M	-$196K	6	6.85%	Reduced
1847	Renaissance Investment Group Lenox, Massachusetts	$19.8M	-$17.7K	4	7.63%	Reduced
1848	Northern Capital Management (Wisconsin) Madison, Wisconsin	$19.8M	-$489K	4	4.55%	Reduced
1849	VCP Vernier Capital Partners New York	$19.7M	+$242K	2	8.81%	Increased
1850	Moloney Securities Asset Management Manchester, Missouri	$19.7M	+$1.7M	9	6.84%	Increased