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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
1301	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$14.2M	-$688K	3	5.59%	Reduced
1302	Intact Investment Management Montreal, Quebec, Canada	$14.2M	+$4.83M	5	0.62%	Increased
1303	SC Saybrook Capital Winston Salem, North Carolina	$14.2M	-$309K	2	8.97%	Reduced
1304	American National Bank & Trust Wichita Falls, Texas	$14.1M	+$75.4K	3	5.66%	Increased
1305	IIM Ipswich Investment Management Beverly, Massachusetts	$14.1M	-$2.41M	5	6.08%	Reduced
1306	Capital Investment Counsel Inc Raleigh, North Carolina	$14.1M	-$152K	7	6.26%	Reduced
1307	PGIM Pacific Global Investment Management Glendale, California	$14.1M	+$573K	4	2.21%	Increased
1308	PBT Pictet Bank & Trust Nassau, Bahamas	$14.1M	+$964K	5	5.76%	Increased
1309	Suncoast Equity Management Tampa, Florida	$14.1M	+$346K	2	14.22%	Increased
1310	DM Delphi Management Brookline, Massachusetts	$14.1M	-$256K	1	1.52%	Reduced
1311	DG Davidson & Garrard Lynchburg, Virginia	$14.1M	-$237K	4	3.5%	Reduced
1312	MCM McRae Capital Management Morristown, New Jersey	$14.1M	-$324K	2	7.1%	Reduced
1313	CWM Concert Wealth Management San Jose, California	$14M	-$1.04M	6	1.75%	Reduced
1314	Beese Fulmer Investment Management Canton, Ohio	$14M	+$221K	4	4.88%	Increased
1315	Capital Investment Advisors Atlanta, Georgia	$14M	+$397K	4	1.76%	Increased
1316	SFSIG San Francisco Sentry Investment Group San Francisco, California	$14M	-$32.9K	8	4.48%	Reduced
1317	Natixis Investment Managers International Paris, France	$14M	+$4.44M	5	1.97%	Increased
1318	RCIM Russell Clark Investment Management London, United Kingdom	$13.9M	$0	1	4.42%	Maintained
1319	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$13.9M	+$13.5M	3	7.61%	New
1320	RSCM Rail-Splitter Capital Management Chicago, Illinois	$13.9M	+$2.38M	2	4.59%	Increased
1321	FWCM First Western Capital Management Los Angeles, California	$13.9M	-$2.06M	4	4.89%	Reduced
1322	TimesSquare Capital Management New York	$13.9M	-$1.38M	1	0.07%	Reduced
1323	Colonial Trust Advisors Spartanburg, South Carolina	$13.8M	-$55.5K	4	4.32%	Reduced
1324	DP DW Partners New York	$13.8M	+$4.96M	1	1.74%	Increased
1325	AIM Act II Management New York	$13.8M	-$2.44M	1	3.22%	Reduced