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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
1101	FAB First American Bank Dundee, Illinois	$22.4M	+$496K	5	2.2%	Increased
1102	Kennedy Capital Management St Louis, Missouri	$22.4M	+$1.69M	2	0.39%	Increased
1103	AL AJO LP Philadelphia, Pennsylvania	$22.3M	-$20.3M	1	0.09%	Reduced
1104	Stock Yards Bank & Trust Louisville, Kentucky	$22.3M	-$1.11M	4	3.16%	Reduced
1105	BC Bruce & Co Chicago, Illinois	$22.2M	$0	1	5.62%	Maintained
1106	Meritage Portfolio Management Overland Park, Kansas	$22.1M	-$2.74M	7	2.22%	Reduced
1107	GIM Greylin Investment Management Orange, Virginia	$22.1M	-$91.2K	1	5.26%	Reduced
1108	SouthState Corp Winter Haven, Florida	$21.9M	+$745K	4	3.12%	Increased
1109	Private Advisor Group Morristown, New Jersey	$21.9M	+$2.12M	6	1.26%	Increased
1110	Bank of Hawaii Honolulu, Hawaii	$21.9M	-$588K	4	2.13%	Reduced
1111	Foster & Motley Cincinnati, Ohio	$21.9M	-$1.36M	3	4.8%	Reduced
1112	Barton Investment Management West Conshohocken, Pennsylvania	$21.8M	-$184K	4	8.05%	Reduced
1113	CDH Charles D. Hyman	$21.8M	+$2.37M	3	3.5%	Increased
1114	Reilly Financial Advisors La Mesa, California	$21.8M	-$2.78M	8	3.85%	Reduced
1115	Smith Group Asset Management Dallas, Texas	$21.8M	+$16.2K	3	0.73%	Increased
1116	BOK Bank of Kentucky Crestview Hills,, Kentucky	$21.8M	-$1.56M	3	5.04%	Reduced
1117	Petrus Trust Company Dallas, Texas	$21.8M	+$776K	2	5.06%	Increased
1118	RNC Capital Management Los Angeles, California	$21.7M	-$2.19M	6	1.82%	Reduced
1119	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$21.6M	-$1.2M	3	8.98%	Reduced
1120	Central Securities New York	$21.5M	$0	3	5.13%	Maintained
1121	CIC Canal Insurance Company Greenville, South Carolina	$21.5M	$0	2	7.23%	Maintained
1122	MSI Financial Services Springfield, Massachusetts	$21.4M	+$6.17M	13	1.49%	Increased
1123	BCM Buckhead Capital Management Atlanta, Georgia	$21.3M	+$3.47M	4	3.78%	Increased
1124	Pitcairn Conshohocken, Pennsylvania	$21.3M	+$1.35M	6	2.35%	Increased
1125	Sculptor Capital New York	$21.3M	-$161M	2	0.07%	Reduced