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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	First Merchants Corp Muncie, Indiana	$15.9M	+$1.28M	5	2.77%	Increased
1952	AMG National Trust Bank Greenwood Village, Colorado	$15.9M	-$351K	7	0.99%	Reduced
1953	CFSG Community Financial Services Group Newport, Vermont	$15.9M	+$699K	4	5.68%	Increased
1954	Edgestream Partners Princeton, New Jersey	$15.8M	+$3.33M	6	3.22%	Increased
1955	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$15.8M	-$247K	4	6.27%	Reduced
1956	SRS Investment Management New York	$15.8M	$0	1	0.29%	Maintained
1957	OCM Oakview Capital Management Dallas, Texas	$15.8M	-$16.1M	1	6.3%	Reduced
1958	SICM Sustainable Insight Capital Management New York	$15.7M	-$4.24M	4	5.98%	Reduced
1959	L.J. Altfest & Co New York	$15.7M	-$1.37M	7	5.84%	Reduced
1960	Bourgeon Capital Management Darien, Connecticut	$15.7M	-$102K	4	8.44%	Reduced
1961	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$15.7M	-$180K	4	4.75%	Reduced
1962	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$15.7M	+$3.73M	3	8.83%	Increased
1963	NC NBW Capital Boston, Massachusetts	$15.6M	+$159K	2	4.48%	Increased
1964	Boenning & Scattergood West Conshohocken, Pennsylvania	$15.6M	+$15.5M	7	5.12%	New
1965	DF Donoghue Forlines Boston, Massachusetts	$15.6M	-$4.9M	1	1.29%	Reduced
1966	MA Marshwinds Advisory St Simons Island, Georgia	$15.5M	-$44.5K	3	7.34%	Reduced
1967	HIM HGC Investment Management Toronto, Ontario, Canada	$15.5M	$0	1	5.09%	Maintained
1968	GCC Game Creek Capital Boston, Massachusetts	$15.4M	-$2.89M	4	6.56%	Reduced
1969	BCM Brasada Capital Management Houston, Texas	$15.4M	+$1.46M	6	4.73%	Increased
1970	OIA Optimum Investment Advisors Chicago, Illinois	$15.4M	-$25.8K	11	4.44%	Reduced
1971	AIA AIMZ Investment Advisors Los Altos, California	$15.4M	-$80.7K	7	10.91%	Reduced
1972	Greatmark Investment Partners Columbus, Georgia	$15.4M	-$137K	3	5.32%	Reduced
1973	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$15.4M	+$147K	6	3.49%	Increased
1974	Ninepoint Partners Toronto, Ontario, Canada	$15.4M	+$11.8M	2	1.56%	Increased
1975	SCA Spearhead Capital Advisors Wellington, Florida	$15.4M	+$8.03M	4	5.51%	Increased