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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
1151	SFG Sather Financial Group Victoria, Texas	$19.3M	+$220K	3	10.07%	Increased
1152	Destination Wealth Management Walnut Creek, California	$19.3M	-$54.1K	4	1.99%	Reduced
1153	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$19.2M	-$14.3K	2	5.78%	Reduced
1154	Barton Investment Management West Conshohocken, Pennsylvania	$19.1M	+$436K	5	7.48%	Increased
1155	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$19.1M	+$427K	5	7.62%	Increased
1156	Dixon Hubard Feinour & Brown Roanoke, Virginia	$19.1M	+$302K	4	6.23%	Increased
1157	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$19.1M	-$677K	3	8.13%	Reduced
1158	Bank of the West Monterey Park, California	$19M	-$3.96M	5	2.96%	Reduced
1159	CM Capital Management Glen Allen, Virginia	$19M	-$108K	4	6.13%	Reduced
1160	SCGF III Management Menlo Park, California	$19M	$0	1	4.06%	Maintained
1161	LBG Lloyds Banking Group London, United Kingdom	$18.9M	-$731M	8	4.58%	Reduced
1162	FWCM First Western Capital Management Los Angeles, California	$18.7M	+$4.85M	5	6.18%	Increased
1163	Baring International Investment London, United Kingdom	$18.7M	-$3.38M	5	1.19%	Reduced
1164	TC Towle & Co Denver, Colorado	$18.6M	+$145K	1	3.54%	Increased
1165	AFG American Financial Group Cincinnati, Ohio	$18.6M	$0	1	1.52%	Maintained
1166	SIRP Shelter Insurance Retirement Plan Columbia, Missouri	$18.6M	$0	2	7.52%	Maintained
1167	PIM Progressive Investment Management Lake Oswego, Oregon	$18.6M	-$2.67M	1	5.98%	Reduced
1168	BPM Bowling Portfolio Management Cincinnati, Ohio	$18.5M	-$670K	5	4.39%	Reduced
1169	Fulton Bank Lancaster, Pennsylvania	$18.5M	-$146K	5	2.06%	Reduced
1170	Professional Advisory Services Vero Beach, Florida	$18.4M	+$1.14M	4	4.48%	Increased
1171	First National Trust Hermitage, Pennsylvania	$18.3M	+$890K	5	3.54%	Increased
1172	Obermeyer Wealth Partners Aspen, Colorado	$18.3M	-$5.52M	2	4.46%	Reduced
1173	LAM Lingohr Asset Management Duesseldorf, Germany	$18.3M	-$5.12M	3	4.55%	Reduced
1174	AT Acadia Trust Portland, Maine	$18.3M	+$73.4K	2	6.71%	Increased
1175	Chas P. Smith & Associates (CPS) Lakeland, Florida	$18.3M	-$30.3M	4	3.72%	Reduced