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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
1851	1GA 1st Global Advisors Dallas, Texas	$3.87M	-$250K	6	0.79%	Reduced
1852	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$3.84M	-$19.9K	2	3.43%	Reduced
1853	Baker Ellis Asset Management Vancouver, Washington	$3.81M	+$40.7K	3	1.44%	Increased
1854	Massachusetts Mutual Life Insurance Springfield, Massachusetts	$3.8M	+$1.58M	4	3.63%	Increased
1855	JAM Jolley Asset Management Rocky Mount, North Carolina	$3.79M	-$3.58M	4	3.16%	Reduced
1856	Regents of the University of California Oakland, California	$3.79M	-$12.1M	4	4.34%	Reduced
1857	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$3.77M	-$44.1K	1	0.55%	Reduced
1858	MBT Monroe Bank & Trust Monroe, Michigan	$3.77M	-$64.6K	5	1.56%	Reduced
1859	SAM Solaris Asset Management New York	$3.77M	-$120K	4	2.74%	Reduced
1860	GWM Graybill Wealth Management Elmhurst, Illinois	$3.76M	-$130K	2	3.21%	Reduced
1861	HMS Hanseatic Management Services Albuquerque, New Mexico	$3.76M	-$8.39M	1	2.52%	Reduced
1862	LPC Loeb Partners Corp New York	$3.76M	-$473K	2	1.27%	Reduced
1863	MJP Michael J. Puzo	$3.74M	-$285K	2	3.13%	Reduced
1864	AO Allen Operations New York	$3.72M	-$94.1K	1	5.66%	Reduced
1865	PAM Peninsula Asset Management Bradenton, Florida	$3.71M	-$57.5K	2	3.33%	Reduced
1866	Proffitt & Goodson Knoxville, Tennessee	$3.71M	+$357	3	2.67%	Increased
1867	LA Lau Associates Greenville, Delaware	$3.7M	-$1.98M	2	3.07%	Reduced
1868	GMCM Gruber & McBaine Capital Management San Francisco, California	$3.69M	$0	3	1.11%	Maintained
1869	BancorpSouth Tupelo, Mississippi	$3.68M	+$123K	5	0.43%	Increased
1870	AB Atlas Brown Louisville, Kentucky	$3.66M	-$1.14M	4	2.74%	Reduced
1871	ACK Asset Management Greenwich, Connecticut	$3.65M	+$3.64M	1	1.4%	New
1872	Transamerica Financial Advisors St. Petersburg, Florida	$3.63M	+$1.9M	6	0.47%	Increased
1873	DMK David M. Knott	$3.63M	$0	1	0.69%	Maintained
1874	Paradigm Capital Management Inc Albany, New York	$3.6M	-$277K	2	0.22%	Reduced
1875	Contrarius Investment Management St. Helier, Jersey	$3.6M	-$48M	1	0.32%	Reduced