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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
1926	West Coast Financial Santa Barbara, California	$11.1M	+$367K	4	3.56%	Increased
1927	OIA Optimum Investment Advisors Chicago, Illinois	$11.1M	+$436K	6	3.86%	Increased
1928	WSC Wellington Shields & Co New York	$11.1M	+$145K	5	3.84%	Increased
1929	TCM Tradition Capital Management Summit, New Jersey	$11.1M	+$839K	5	3.69%	Increased
1930	Bingham Osborn & Scarborough San Francisco, California	$11.1M	+$389K	6	1.07%	Increased
1931	RMSCM R.M. Sincerbeaux Capital Management New York	$11.1M	$0	2	10.02%	Maintained
1932	Baker Ellis Asset Management Vancouver, Washington	$11.1M	+$398K	5	3.04%	Increased
1933	LCM Liberty Capital Management Birmingham, Michigan	$11.1M	-$376K	6	6.72%	Reduced
1934	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$11.1M	-$903K	3	9.79%	Reduced
1935	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$11.1M	-$2.52M	1	1.58%	Reduced
1936	CFSG Community Financial Services Group Newport, Vermont	$11.1M	-$5.74M	3	4.86%	Reduced
1937	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$11M	-$18.8M	3	1.04%	Reduced
1938	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$11M	+$179K	4	5.21%	Increased
1939	WAM Winslow Asset Management Beachwood, Ohio	$11M	-$54.2K	2	2.24%	Reduced
1940	SCM Sandler Capital Management New York	$11M	-$11.1M	3	1.2%	Reduced
1941	Anson Funds Management Dallas, Texas	$11M	-$11M	1	3.49%	Reduced
1942	Vident Investment Advisory Alpharetta, Georgia	$11M	-$680K	7	0.91%	Reduced
1943	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$11M	$0	3	3.54%	Maintained
1944	BE Bonness Enterprises Washington, District of Columbia	$11M	+$720K	5	8.41%	Increased
1945	Stanley Capital Management Houston, Texas	$11M	+$641K	3	6.95%	Increased
1946	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$11M	-$598K	6	7.03%	Reduced
1947	Bell Bank Fargo, North Dakota	$10.9M	+$1.72M	6	3.88%	Increased
1948	Fukoku Mutual Life Insurance Tokyo, Japan	$10.9M	+$3.02M	11	1.61%	Increased
1949	WIA Westbourne Investment Advisors Annapolis, Maryland	$10.9M	+$537K	5	8.88%	Increased
1950	Cowen Inc New York	$10.9M	+$1.11M	4	0.59%	Increased