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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	St. James Investment Company Southlake, Texas	$26.9M	-$31.9M	1	3.03%	Reduced
1027	AI ArchPoint Investors Coral Gables, Florida	$26.9M	+$12.6M	2	16.8%	Increased
1028	Trust Company of Vermont Brattleboro, Vermont	$26.6M	+$892K	8	3.87%	Increased
1029	JCP Jabre Capital Partners Geneva, Switzerland	$26.5M	+$10.9M	2	2.64%	Increased
1030	Sandy Spring Bank Olney, Maryland	$26.3M	+$273K	9	2.97%	Increased
1031	Stephens Inc Little Rock, Arkansas	$26.2M	-$598K	7	1.19%	Reduced
1032	Light Street Capital Management Palo Alto, California	$26.2M	-$9.7M	2	3.63%	Reduced
1033	Boston Common Asset Management Boston, Massachusetts	$26.2M	-$861K	4	1.39%	Reduced
1034	Community Bank Dewitt, New York	$26.2M	-$299K	6	6.2%	Reduced
1035	BC Bruce & Co Chicago, Illinois	$26.1M	+$3.7M	1	6.75%	Increased
1036	Donaldson Capital Management Evansville, Indiana	$25.9M	+$1.46M	2	3.68%	Increased
1037	WI Wafra Inc New York	$25.8M	-$30.2M	2	2.8%	Reduced
1038	Belvedere Trading Chicago, Illinois	$25.7M	+$24.7M	1	0.87%	Increased
1039	KLC Knowledge Leaders Capital Denver, Colorado	$25.7M	+$1.74M	4	9.54%	Increased
1040	Allstate Corporation Northbrook, Illinois	$25.7M	+$1.32M	4	2.29%	Increased
1041	Montag & Associates Atlanta, Georgia	$25.6M	-$3.2M	4	3.73%	Reduced
1042	ID Integral Derivatives New York	$25.5M	+$7.46M	7	0.7%	Increased
1043	Kanawha Capital Management Richmond, Virginia	$25.5M	-$1.22M	4	4.5%	Reduced
1044	Payden & Rygel Los Angeles, California	$25.4M	+$16.3M	4	3.36%	Increased
1045	Mechanics Bank - Trust Department Walnut Creek, California	$25.4M	-$2M	4	8.93%	Reduced
1046	Giverny Capital Montreal, Quebec, Canada	$25.4M	+$693K	2	5.08%	Increased
1047	TCV Trust & Wealth Management Richmond, Virginia	$25.4M	-$433K	5	4.17%	Reduced
1048	MC MIG Capital Newport Beach, California	$25.4M	+$2.42M	2	4.79%	Increased
1049	Colony Group Boston, Massachusetts	$25.3M	+$4.29M	7	2.67%	Increased
1050	SCM Summit Capital Management Seattle, Washington	$25.3M	-$2.57M	1	10.81%	Reduced