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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
1026	Kanawha Capital Management Richmond, Virginia	$26.1M	+$281K	4	4.57%	Increased
1027	Community Bank Dewitt, New York	$25.9M	-$378K	6	6.04%	Reduced
1028	Stephens Inc Little Rock, Arkansas	$25.9M	+$1.37M	7	1.18%	Increased
1029	LIM Lagoda Investment Management New York	$25.9M	-$139K	1	6.93%	Reduced
1030	FineMark National Bank & Trust Fort Myers, Florida	$25.9M	+$2.72M	9	3.52%	Increased
1031	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$25.8M	+$218K	4	5.09%	Increased
1032	Mark Asset Management New York	$25.8M	-$432K	2	6.81%	Reduced
1033	RiverFront Investment Group Richmond, Virginia	$25.7M	+$359K	1	0.72%	Increased
1034	SAMNY Samsung Asset Management (New York) New York	$25.7M	+$2.6M	5	8.52%	Increased
1035	ICC Capital Management Orlando, Florida	$25.6M	+$5.31M	6	3.37%	Increased
1036	SCM Summit Capital Management Seattle, Washington	$25.6M	-$46.5K	1	10.32%	Reduced
1037	Griffin Asset Management New York	$25.6M	-$2.89M	4	7.42%	Reduced
1038	KCP Kenmare Capital Partners New York	$25.5M	-$7.04M	1	20.39%	Reduced
1039	TCV Trust & Wealth Management Richmond, Virginia	$25.4M	+$435K	5	4.11%	Increased
1040	Robeco Schweiz Zurich, Switzerland	$25.4M	-$224K	4	1.99%	Reduced
1041	HMI Capital Management San Francisco, California	$25.4M	+$9.6M	1	12.97%	Increased
1042	Greystone Managed Investments Regina, Saskatchewan, Canada	$25.3M	-$1.28M	1	0.57%	Reduced
1043	Trust Company of Vermont Brattleboro, Vermont	$25.3M	+$958K	8	3.68%	Increased
1044	Middleton & Co Boston, Massachusetts	$25.1M	+$1.84M	5	5.49%	Increased
1045	Allstate Corporation Northbrook, Illinois	$25.1M	+$17.1M	4	2.1%	Increased
1046	RegentAtlantic Capital Morristown, New Jersey	$25.1M	+$114K	5	2.2%	Increased
1047	MC MSF Capital New York	$25M	-$2.07M	2	6.25%	Reduced
1048	ITVII IDG Technology Venture Investment III Central, Hong Kong	$25M	$0	1	40.39%	Maintained
1049	Carnegie Investment Counsel Pepper Pike, Ohio	$25M	+$1.04M	5	4.31%	Increased
1050	Grandfield & Dodd New York	$25M	+$430K	4	3.82%	Increased