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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
1326	WBG Wharton Business Group Malvern, Pennsylvania	$15.6M	-$70.4K	4	1.54%	Reduced
1327	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$15.6M	-$486K	9	3.42%	Reduced
1328	Salient Capital Advisors Houston, Texas	$15.5M	-$328K	5	0.38%	Reduced
1329	BS Bow Street New York	$15.5M	+$15M	1	8.88%	New
1330	Destination Wealth Management Walnut Creek, California	$15.5M	-$20.7M	2	1.72%	Reduced
1331	USCA RIA Houston, Texas	$15.5M	+$3.53M	7	3.89%	Increased
1332	GCM Gabalex Capital Management New York	$15.5M	-$6.74M	1	6.03%	Reduced
1333	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$15.5M	-$128K	2	4.91%	Reduced
1334	CCM Cohen Capital Management Corte Madera, California	$15.5M	-$270K	4	4.63%	Reduced
1335	John G. Ullman & Associates Corning, New York	$15.5M	-$2.26M	4	3.67%	Reduced
1336	Beese Fulmer Investment Management Canton, Ohio	$15.5M	+$837K	3	5.08%	Increased
1337	RNC Capital Management Los Angeles, California	$15.4M	-$2.07M	4	1.49%	Reduced
1338	Hendershot Investments Centreville, Virginia	$15.4M	-$240K	4	8.55%	Reduced
1339	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$15.3M	+$15.6M	4	3.55%	New
1340	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$15.3M	-$487K	5	5.14%	Reduced
1341	Patten & Patten Chattanooga, Tennessee	$15.3M	+$514K	6	2.34%	Increased
1342	EDRI Edmond de Rothschild (Italia) Milano, Italy	$15.2M	-$1.42M	3	16.39%	Reduced
1343	ICP IBIS Capital Partners London, United Kingdom	$15.2M	+$7.89M	1	5.75%	Increased
1344	ASA Armstrong Shaw Associates New Canaan, Connecticut	$15.2M	+$14.4K	1	3.67%	Increased
1345	Smith Salley Wealth Management Greensboro, North Carolina	$15.1M	-$1.96M	4	4.08%	Reduced
1346	First Financial Bank - Trust Division Hamilton, Ohio	$15.1M	-$1.59M	4	3.28%	Reduced
1347	Washington Trust Bank Spokane, Washington	$15.1M	-$483K	7	4.01%	Reduced
1348	Private Trust Company Cleveland, Ohio	$15.1M	+$225K	5	4.52%	Increased
1349	Maple Capital Management Montpelier, Vermont	$15.1M	-$15.9K	3	5.58%	Reduced
1350	CCM Catawba Capital Management Roanoke, Virginia	$15.1M	-$876K	3	4.12%	Reduced