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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
926	North Star Asset Management Neenah, Wisconsin	$127M	+$880K	8	7.44%	Increased
927	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$126M	$0	3	1.57%	Maintained
928	Ironvine Capital Partners Omaha, Nebraska	$126M	-$4.87M	3	15.91%	Reduced
929	Bowie Capital Management Richardson, Texas	$126M	-$4.84M	3	14.6%	Reduced
930	Academy Capital Management Waco, Texas	$126M	-$20.4M	5	26.99%	Reduced
931	Petrus Trust Company Dallas, Texas	$126M	-$22.2M	9	15.26%	Reduced
932	Rockland Trust Hanover, Massachusetts	$126M	+$17.1M	6	7.91%	Increased
933	Greenlight Capital New York	$125M	-$7.2M	1	6.82%	Reduced
934	EWM Elite Wealth Management Kirkland, Washington	$125M	+$617K	6	7.65%	Increased
935	GMF Grace & Mercy Foundation New York	$125M	+$29.6M	3	44.83%	Increased
936	Lincoln National Corp Radnor, Pennsylvania	$125M	+$2.24M	9	2.62%	Increased
937	FAB First American Bank Dundee, Illinois	$124M	-$922K	5	11.4%	Reduced
938	Joel Isaacson & Co New York	$124M	-$324K	9	8.93%	Reduced
939	Soma Equity Partners San Francisco, California	$124M	-$8.69M	2	6.23%	Reduced
940	Empirical Finance Havertown, Pennsylvania	$124M	+$5.11M	9	11.59%	Increased
941	HVM Harvest Volatility Management Norwalk, Connecticut	$123M	-$20.4M	5	24.85%	Reduced
942	Windward Capital Management Los Angeles, California	$123M	+$2.25M	5	11.36%	Increased
943	Miracle Mile Advisors Los Angeles, California	$123M	-$3.47M	12	3.98%	Reduced
944	YHB Investment Advisors West Hartford, Connecticut	$123M	+$26.7K	6	12.3%	Increased
945	Everence Capital Management Goshen, Indiana	$123M	+$1.21M	9	10.03%	Increased
946	Jasper Ridge Partners Menlo Park, California	$122M	+$96.5K	10	5.82%	Increased
947	Buckingham Strategic Wealth Clayton, Missouri	$122M	$0	9	2.22%	Maintained
948	Baskin Financial Services Toronto, Ontario, Canada	$122M	-$96.5K	4	12.77%	Reduced
949	Wilkinson Global Asset Management New York	$121M	-$2.01M	5	9.6%	Reduced
950	Thomasville National Bank Thomasville, Georgia	$121M	+$2.5M	6	12.47%	Increased