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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	MKC M. Kraus & Co Shelburne, Vermont	$18.4M	-$170K	3	10.73%	Reduced
1927	Islet Management New York	$18.4M	+$196K	2	2.12%	Increased
1928	Prospera Financial Services Dallas, Texas	$18.3M	-$1.38M	7	6.04%	Reduced
1929	Sigma Investment Counselors Northville, Michigan	$18.3M	-$237K	5	2.25%	Reduced
1930	Van Hulzen Asset Management El Dorado Hills, California	$18.3M	+$1.61M	6	4.93%	Increased
1931	Blue Chip Partners Farmington Hills, Michigan	$18.3M	-$145K	4	4.33%	Reduced
1932	Pensionfund DSM Netherlands Sittard, Netherlands	$18.3M	-$439K	3	3.36%	Reduced
1933	Sound View Wealth Advisors Savannah, Georgia	$18.3M	-$114K	7	5.73%	Reduced
1934	Black Swift Group Boulder, Colorado	$18.3M	+$15.2M	2	25.68%	Increased
1935	CIA Covington Investment Advisors Ligonier, Pennsylvania	$18.3M	+$2.29M	3	6.17%	Increased
1936	SC Serenity Capital Palo Alto, California	$18.2M	$0	1	5.86%	Maintained
1937	Hutchinson Capital Management San Rafael, California	$18.2M	+$7.84M	4	5.49%	Increased
1938	Farmers Trust Company Youngstown, Ohio	$18.2M	-$2.17M	6	5.16%	Reduced
1939	Cozad Asset Management Champaign, Illinois	$18.2M	+$86K	6	5.49%	Increased
1940	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$18.1M	+$1.7M	3	5.82%	Increased
1941	Mizuho Securities USA New York	$18.1M	-$13.2M	1	1.36%	Reduced
1942	Fiduciary Financial Services of The Southwest Dallas, Texas	$18.1M	+$508K	4	5.26%	Increased
1943	SAM Sandell Asset Management New York	$18M	-$3.33M	3	3.19%	Reduced
1944	Spearhead Capital Advisors Wellington, Florida	$18M	+$1.43M	3	5.44%	Increased
1945	Horizon Investments Charlotte, North Carolina	$18M	+$13.3M	9	0.64%	Increased
1946	Shufro Rose & Co New York	$18M	-$4.99M	6	1.8%	Reduced
1947	Cornercap Investment Counsel Atlanta, Georgia	$18M	-$4.04M	8	2.49%	Reduced
1948	Capital City Trust Tallahassee, Florida	$18M	-$132K	5	7.59%	Reduced
1949	Farmers & Merchants Trust Company Long Beach, California	$18M	-$258K	6	8.2%	Reduced
1950	Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$18M	+$5.07M	6	4.23%	Increased