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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
2501	PIG Pantheon Investment Group Sierra Madre, California	$18.2M	-$834K	4	19.81%	Reduced
2502	Investment Research & Advisory Group Atlanta, Georgia	$18.1M	+$195K	5	13.43%	Increased
2503	Montecito Bank & Trust Santa Barbara, California	$18.1M	-$161K	5	3.97%	Reduced
2504	Mount Vernon Associates Baltimore, Maryland	$18.1M	-$26.5K	4	19.02%	Reduced
2505	Peregrine Asset Advisers Portland, Oregon	$18.1M	+$643K	6	8.45%	Increased
2506	Corbyn Investment Management Lutherville, Maryland	$18.1M	-$376K	2	7.81%	Reduced
2507	MD Financial Management Ottawa, Ontario, Canada	$18.1M	+$108K	4	0.57%	Increased
2508	Leonard Green & Partners Los Angeles, California	$18.1M	+$6.95M	2	0.25%	Increased
2509	Cerity Partners OCIO New York	$18.1M	+$304K	8	0.7%	Increased
2510	Lorne Steinberg Wealth Management Montreal, Quebec, Canada	$18.1M	+$18.1M	6	11.24%	New
2511	Paragon Capital Management (Colorado) Denver, Colorado	$18M	-$52.7K	3	9.87%	Reduced
2512	Aevitas Wealth Management Wellesley Hills, Massachusetts	$18M	+$510K	6	13.21%	Increased
2513	Atlas Principals Charlotte, North Carolina	$18M	+$6.56M	4	7.48%	Increased
2514	Twin Lakes Capital Management Redwood Shores, California	$18M	+$20M	5	12.88%	New
2515	Mendel Money Management Northbrook, Illinois	$18M	+$79.6K	5	12.61%	Increased
2516	Goodman Financial Houston, Texas	$17.9M	-$2.31M	3	6.25%	Reduced
2517	Spotlight Asset Group Oakbrook Terrace, Illinois	$17.9M	-$194K	5	6.68%	Reduced
2518	Nadler Financial Group Deerfield, Illinois	$17.9M	-$169K	6	3.43%	Reduced
2519	Ativo Capital Management Chicago, Illinois	$17.9M	-$592K	5	7.72%	Reduced
2520	Shelter Mutual Insurance Columbia, Missouri	$17.9M	$0	2	5.62%	Maintained
2521	PM Parametrica Management Wanchai, Hong Kong	$17.8M	+$13.7M	6	11.01%	Increased
2522	Dorchester Wealth Management Montreal, Quebec, Canada	$17.8M	-$720K	6	4.71%	Reduced
2523	Allied Investment Advisors Billings, Montana	$17.8M	+$224K	3	8.55%	Increased
2524	Cincinnati Casualty Company Fairfield, Ohio	$17.8M	$0	1	12.18%	Maintained
2525	WBH Advisory Baltimore, Maryland	$17.8M	-$461K	7	3.06%	Reduced