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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
1951	CIA Covington Investment Advisors Ligonier, Pennsylvania	$8.19M	-$279K	2	3.73%	Reduced
1952	Bath Savings Trust Bath, Maine	$8.17M	+$1.47M	4	2.55%	Increased
1953	Water Island Capital New York	$8.16M	-$9.8M	4	0.52%	Reduced
1954	AF AMG Funds Stamford, Connecticut	$8.13M	+$7.94M	4	4.64%	New
1955	SM Seminole Management New York	$8.11M	-$552K	2	1.39%	Reduced
1956	WIA Westbourne Investment Advisors Annapolis, Maryland	$8.07M	-$371K	4	7.15%	Reduced
1957	CO Caldwell & Orkin Norcross, Georgia	$8.05M	-$5.41M	3	5.54%	Reduced
1958	AT Bancorp Dubuque, Iowa	$8.04M	-$3.07M	5	1.1%	Reduced
1959	Kelleher Financial Advisors New York	$8.04M	+$266K	4	4.55%	Increased
1960	HA Hays Advisory Franklin, Tennessee	$8.03M	-$888K	1	1.34%	Reduced
1961	PCM Palouse Capital Management Spokane, Washington	$8.03M	-$116K	2	3.42%	Reduced
1962	SAM Security Asset Management New York	$7.98M	$0	5	7.48%	Maintained
1963	Cortina Asset Management Milwaukee, Wisconsin	$7.98M	+$7.49M	2	0.34%	New
1964	VW Vantage Wealth Pasadena, California	$7.96M	+$79K	1	4.53%	Increased
1965	LK Lumbard & Kellner Hollis, New Hampshire	$7.94M	-$15.9K	3	5.46%	Reduced
1966	FIM FourPoints Investment Managers Paris, France	$7.94M	+$434K	6	6.03%	Increased
1967	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$7.94M	+$261K	6	4.99%	Increased
1968	LD Lipe & Dalton Syracuse, New York	$7.93M	-$41.2K	4	5.31%	Reduced
1969	Cutler Investment Counsel Jacksonville, Oregon	$7.93M	+$79.6K	1	2.14%	Increased
1970	NIC Northwest Investment Counselors Lake Oswego, Oregon	$7.91M	-$119K	4	4.07%	Reduced
1971	NM NWI Management New York	$7.91M	-$304M	2	0.83%	Reduced
1972	MC Marcus Capital Northbrook, Illinois	$7.9M	+$807K	3	7.59%	Increased
1973	Dean Investment Associates Beavercreek, Ohio	$7.88M	+$28.5K	2	1.47%	Increased
1974	AA Alta Advisers London, United Kingdom	$7.87M	-$1.93M	1	44.83%	Reduced
1975	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$7.86M	-$464K	5	3.61%	Reduced