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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	SCA Snowden Capital Advisors New York	$46M	-$251K	7	5.97%	Reduced
1202	RSS Rosenblum Silverman Sutton San Francisco, California	$45.9M	-$3.62M	5	15.91%	Reduced
1203	Echo Street Capital Management New York	$45.8M	+$20.9M	3	1.11%	Increased
1204	Pittenger & Anderson Inc Lincoin, Nebraska	$45.7M	-$912K	8	3.91%	Reduced
1205	Reilly Financial Advisors La Mesa, California	$45.7M	+$669K	14	6.47%	Increased
1206	Ironvine Capital Partners Omaha, Nebraska	$45.6M	+$16.8M	4	10.2%	Increased
1207	First Citizens Bank & Trust Raleigh, North Carolina	$45.6M	+$2.99M	8	5.6%	Increased
1208	Grandfield & Dodd New York	$45.5M	-$1.72M	7	5%	Reduced
1209	Arrow Financial Glens Falls, New York	$45.5M	-$492K	7	10.22%	Reduced
1210	CEI Clark Estates Inc New York	$45.4M	+$11.8M	3	6.78%	Increased
1211	First Horizon Advisors Memphis, Tennessee	$45.3M	+$13.2M	15	3.8%	Increased
1212	AAC Asset Advisors Corp Augusta, Georgia	$45.2M	-$1.25M	6	7.87%	Reduced
1213	Sigma Planning Corp Ann Arbor, Michigan	$45.2M	+$2.24M	10	3.02%	Increased
1214	Campbell Newman Asset Management Milwaukee, Wisconsin	$45M	+$1M	5	6.96%	Increased
1215	GPC Guardian Point Capital Charlottesville, Virginia	$44.8M	$0	2	18.1%	Maintained
1216	MayTech Global Investments New York	$44.7M	-$228K	5	24.98%	Reduced
1217	Bank of the West Monterey Park, California	$44.4M	+$3.61M	7	5.45%	Increased
1218	RBF Capital San Francisco, California	$44.3M	+$1.99M	7	5.21%	Increased
1219	Granite Investment Advisors Concord, New Hampshire	$44.2M	-$1.79M	7	8.06%	Reduced
1220	CAIMH Central Asset Investments & Management Holdings Hong Kong	$44.2M	+$37.7M	4	32.88%	Increased
1221	Kanawha Capital Management Richmond, Virginia	$44.1M	+$373K	6	6.57%	Increased
1222	Bragg Financial Advisors Charlotte, North Carolina	$44.1M	+$1.77M	8	6.29%	Increased
1223	Colonial Trust Advisors Spartanburg, South Carolina	$44.1M	+$435K	6	8.73%	Increased
1224	Country Club Trust Kansas City, Missouri	$44M	-$468K	6	5.4%	Reduced
1225	EP Wealth Advisors Torrance, California	$43.9M	-$5.5K	5	4.14%	Reduced