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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	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$95.3M	+$504K	8	3.74%	Increased
1202	KC Keenan Capital Burlingame, California	$95.3M	+$4.47M	3	13.22%	Increased
1203	Park Avenue Securities New York	$95.2M	+$5.42M	13	1.91%	Increased
1204	LS Investment Advisors Bloomfield Hills, Michigan	$95M	-$8.68M	5	12.23%	Reduced
1205	Knights of Columbus Asset Advisors New Haven, Connecticut	$94.9M	-$4.6M	6	8.49%	Reduced
1206	Pittenger & Anderson Inc Lincoin, Nebraska	$94.8M	-$236K	12	4.76%	Reduced
1207	Grimes & Company Westborough, Massachusetts	$94.8M	+$718K	6	4.12%	Increased
1208	SCI S&CO Inc Boston, Massachusetts	$94.4M	+$64.1K	7	7.36%	Increased
1209	Campbell Newman Asset Management Milwaukee, Wisconsin	$94.3M	+$79.5K	5	9.64%	Increased
1210	TM Tiger Management New York	$94.3M	+$3.89M	4	17.45%	Increased
1211	Tikehau Investment Management Paris, France	$94.1M	-$9.39M	2	18.56%	Reduced
1212	IFP Advisors Tampa, Florida	$93.6M	+$7.31M	24	1.87%	Increased
1213	Vident Investment Advisory Alpharetta, Georgia	$93.6M	-$1.77M	25	2.83%	Reduced
1214	Capital International Sarl Los Angeles, California	$93.5M	-$7.45M	7	8.27%	Reduced
1215	Fiduciary Group Savannah, Georgia	$93.4M	-$860K	7	10.6%	Reduced
1216	Sonora Investment Management Tucson, Arizona	$93.3M	+$2.62M	15	11.69%	Increased
1217	Means Investment Company Bangor, Maine	$93.1M	+$1.82M	9	18.37%	Increased
1218	BLB&B Advisors Montgomeryville, Pennsylvania	$93M	+$5.53M	6	6.21%	Increased
1219	Manitou Investment Management Toronto, Ontario, Canada	$92.8M	-$1.17M	2	16.97%	Reduced
1220	GW Henssler & Associates Kennesaw, Georgia	$92.6M	+$8.45M	4	6.43%	Increased
1221	Bristol Gate Capital Partners Toronto, Ontario, Canada	$92.4M	+$2.42M	1	4.74%	Increased
1222	Baxter Bros Inc Riverside, Connecticut	$92.4M	-$1.15M	5	14.78%	Reduced
1223	Forte Capital Rochester, New York	$92.1M	-$5.51M	10	12.47%	Reduced
1224	Lyell Wealth Management Menlo Park, California	$92M	+$954K	8	11.19%	Increased
1225	ACR Alpine Capital Research St. Louis, Missouri	$92M	+$1.72M	1	5.22%	Increased