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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
1201	First National Trust Hermitage, Pennsylvania	$17.5M	-$212K	5	3.14%	Reduced
1202	BCM Beddow Capital Management Jackson, Wyoming	$17.5M	+$1.86M	1	4.82%	Increased
1203	Osborn Williams & Donohoe Cincinnati, Ohio	$17.5M	+$294K	4	3.86%	Increased
1204	AAC Asset Advisors Corp Augusta, Georgia	$17.5M	-$990K	3	4.14%	Reduced
1205	Cornerstone Advisors (Washington) Bellevue, Washington	$17.4M	+$14.7M	6	20.59%	Increased
1206	Cadinha & Co Honolulu, Hawaii	$17.3M	+$9.6M	4	3.13%	Increased
1207	Tudor Investment Corp Stamford, Connecticut	$17.3M	-$12.8M	7	0.73%	Reduced
1208	Patten & Patten Chattanooga, Tennessee	$17.2M	-$262K	4	2.33%	Reduced
1209	DR Davis Rea Toronto, Ontario, Canada	$17.2M	-$2.56M	3	10.33%	Reduced
1210	Hancock Whitney Gulfport, Mississippi	$17.2M	+$259K	5	0.67%	Increased
1211	SKP Sanborn Kilcollin Partners Chicago, Illinois	$17.2M	+$755K	1	8.67%	Increased
1212	Avalon Global Asset Management San Francisco, California	$17.2M	-$980K	3	11.42%	Reduced
1213	CL CIM LLC Albany, New York	$17.1M	+$117K	3	9.08%	Increased
1214	Whitebox Advisors Minneapolis, Minnesota	$17M	+$319K	4	0.73%	Increased
1215	CHA Cedar Hill Associates Chicago, Illinois	$17M	+$7.07M	2	2.85%	Increased
1216	RIG Roosevelt Investment Group New York	$17M	-$3.99M	3	0.79%	Reduced
1217	NWAM LLC Mercer Island, Washington	$16.9M	+$3.67M	5	5.82%	Increased
1218	ICRM Insight Capital Research & Management Walnut Creek, California	$16.8M	+$4.95M	4	3.88%	Increased
1219	General Pension Society PZU Joint Stock Warsaw, Poland	$16.8M	+$3.04M	1	7.52%	Increased
1220	ACP Arrowgrass Capital Partners London, United Kingdom	$16.8M	$0	1	5.53%	Maintained
1221	Professional Advisory Services Vero Beach, Florida	$16.8M	-$217K	4	4.19%	Reduced
1222	YP Yellowstone Partners Idaho Falls, Idaho	$16.8M	+$3.15M	4	10.59%	Increased
1223	Hollencrest Capital Management Newport Beach, California	$16.8M	+$935K	6	2.49%	Increased
1224	Rand Wealth Baltimore, Maryland	$16.8M	-$1.9K	4	2.91%	Reduced
1225	AW ACG Wealth Atlanta, Georgia	$16.7M	-$6.29M	5	4.95%	Reduced