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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
1451	First Interstate Bank Billings, Montana	$21.1M	-$4.54M	8	4.35%	Reduced
1452	Vision Capital Management Portland, Oregon	$21M	-$1.89M	3	7.56%	Reduced
1453	Essex Financial Services Essex, Connecticut	$20.9M	-$1.2M	7	4.8%	Reduced
1454	Dock Street Asset Management Palm Beach, Florida	$20.9M	+$2.11M	3	9.67%	Increased
1455	Greenwood Capital Associates Greenwood, South Carolina	$20.8M	-$385K	3	5.46%	Reduced
1456	American National Bank & Trust Wichita Falls, Texas	$20.8M	+$65.8K	7	6.48%	Increased
1457	Oxbow Advisors Austin, Texas	$20.8M	+$362K	6	3.38%	Increased
1458	FL Fort LP Chevy Chase, Maryland	$20.8M	-$6.23M	3	5.5%	Reduced
1459	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$20.8M	+$220K	8	2.61%	Increased
1460	WIM Wittenberg Investment Management Carlisle, Massachusetts	$20.7M	-$2.31M	3	9.97%	Reduced
1461	Blume Capital Management Berkeley, California	$20.6M	-$158K	7	11.95%	Reduced
1462	AGF Investments LLC Toronto, Ontario, Canada	$20.6M	+$1.02M	9	5.19%	Increased
1463	IP Intellectus Partners San Francisco, California	$20.6M	+$264K	12	10.48%	Increased
1464	MC Mathes Company New York	$20.6M	-$102K	5	10.93%	Reduced
1465	Addenda Capital Montreal, Quebec, Canada	$20.6M	-$1.57M	3	1.59%	Reduced
1466	BAM Bruderman Asset Management Locust Valley, New York	$20.5M	-$1.07M	5	5.93%	Reduced
1467	GCM GoodHaven Capital Management Millburn, New Jersey	$20.5M	-$15.1M	2	9.2%	Reduced
1468	M MOTCO San Antonio, Texas	$20.5M	-$353K	9	2.23%	Reduced
1469	Dixon Hubard Feinour & Brown Roanoke, Virginia	$20.5M	+$31.5K	5	6.1%	Increased
1470	RKL Wealth Management Lancaster, Pennsylvania	$20.5M	-$1.45M	4	8.24%	Reduced
1471	MIM Martin Investment Management Palm Beach Gardens, Florida	$20.5M	-$8.55M	2	5.78%	Reduced
1472	Kopernik Global Investors Tampa, Florida	$20.4M	-$5.91M	1	4.62%	Reduced
1473	SC Shellback Capital Boston, Massachusetts	$20.3M	-$13.4M	2	1.82%	Reduced
1474	Exchange Capital Management Ann Arbor, Michigan	$20.3M	-$2.38M	7	7.33%	Reduced
1475	Professional Advisory Services Vero Beach, Florida	$20.2M	-$233K	5	4.47%	Reduced