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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	MC MIG Capital Newport Beach, California	$81.9M	+$10.5M	2	13.49%	Increased
1152	Perigon Wealth Management San Francisco, California	$81.9M	+$2.54M	13	6.84%	Increased
1153	Summit Trail Advisors New York	$81.8M	+$12.4M	11	5.06%	Increased
1154	Moody National Bank Trust Division Galveston, Texas	$81.7M	+$5.61M	9	8.62%	Increased
1155	Brookstone Capital Management Wheaton, Illinois	$81.7M	+$9.05M	8	1.81%	Increased
1156	Penn Davis McFarland Dallas, Texas	$81M	-$841K	4	15.24%	Reduced
1157	WP Wedgewood Partners St Louis, Missouri	$81M	-$455K	3	13.99%	Reduced
1158	Colonial Trust Advisors Spartanburg, South Carolina	$80.9M	-$2.56M	5	11.38%	Reduced
1159	BloombergSen Toronto, Ontario, Canada	$80.9M	-$40.7M	1	4.99%	Reduced
1160	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$80.9M	+$986K	6	8.32%	Increased
1161	Beese Fulmer Investment Management Canton, Ohio	$80.8M	-$1.18M	6	10.33%	Reduced
1162	UM Ulysses Management New York	$80.8M	+$6.23M	2	12.57%	Increased
1163	Palisade Capital Management Fort Lee, New Jersey	$80.7M	-$4.98M	7	2.19%	Reduced
1164	Estabrook Capital Management New York	$80.7M	+$220M	9	13.84%	Increased
1165	Fiduciary Group Savannah, Georgia	$80.5M	+$552M	6	10.06%	Increased
1166	BBI Baxter Bros Inc Riverside, Connecticut	$80.3M	+$660K	4	14.42%	Increased
1167	CMI Clare Market Investments Dallas, Texas	$80.3M	+$970K	6	34.92%	Increased
1168	KAS Kemnay Advisory Services New York	$80.2M	-$513K	5	19.5%	Reduced
1169	TM Tikvah Management Charlotte, North Carolina	$80.1M	$0	3	34.54%	Maintained
1170	Roundview Capital Princeton, New Jersey	$79.9M	+$3.46M	7	9.57%	Increased
1171	Whitney & Co Rochester, New York	$79.8M	+$41K	8	14.5%	Increased
1172	Thompson Siegel & Walmsley Richmond, Virginia	$79.7M	-$2.59M	11	1.28%	Reduced
1173	Lee, Danner & Bass Nashville, Tennessee	$79.6M	+$5.87M	8	8.05%	Increased
1174	Benjamin F. Edwards & Company St. Louis, Missouri	$79.6M	+$7.41M	20	3.85%	Increased
1175	Wolverine Asset Management Chicago, Illinois	$79.6M	+$76M	8	0.8%	Increased