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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
1476	Fagan Associates Troy, New York	$21.5M	+$2.97M	6	11.2%	Increased
1477	Girard Partners King Of Prussia, Pennsylvania	$21.5M	+$1.3M	6	4.65%	Increased
1478	Exchange Capital Management Ann Arbor, Michigan	$21.5M	-$760K	7	7.23%	Reduced
1479	Edge Advisors Atlanta, Georgia	$21.4M	+$513K	13	2.44%	Increased
1480	Advisory Research Chicago, Illinois	$21.4M	+$11.7M	4	0.34%	Increased
1481	BRA Bender Robert & Associates Pasadena, California	$21.3M	+$156K	5	13.05%	Increased
1482	Greenwood Capital Associates Greenwood, South Carolina	$21.2M	-$563K	4	5.5%	Reduced
1483	Carroll Financial Associates Charlotte, North Carolina	$21.1M	+$228K	13	2.56%	Increased
1484	Northstar Investment Advisors Denver, Colorado	$21.1M	+$72.2K	4	4.26%	Increased
1485	Bank Hapoalim BM Tel Aviv, Israel	$21.1M	-$168K	6	5.02%	Reduced
1486	Washington Trust Bank Spokane, Washington	$21.1M	-$254K	10	4.52%	Reduced
1487	IIM Ipswich Investment Management Beverly, Massachusetts	$21M	-$2.1M	7	9.86%	Reduced
1488	VST Van Strum & Towne San Francisco, California	$21M	+$2.83M	5	13.72%	Increased
1489	Dorsey Asset Management Chicago, Illinois	$21M	$0	1	9.83%	Maintained
1490	BCM Buckhead Capital Management Atlanta, Georgia	$20.9M	-$1.46M	3	3.8%	Reduced
1491	American National Bank & Trust Wichita Falls, Texas	$20.9M	-$1.5M	7	6.68%	Reduced
1492	SCI S&CO Inc Boston, Massachusetts	$20.9M	+$411K	5	2.76%	Increased
1493	Geneos Wealth Management Englewood, Colorado	$20.9M	+$1.53M	16	2.14%	Increased
1494	CCM Crestwood Capital Management New York	$20.8M	-$6.08M	2	10.69%	Reduced
1495	TCCM Timber Creek Capital Management Boston, Massachusetts	$20.7M	+$74.5K	6	14.28%	Increased
1496	Nicholas Investment Partners Rancho Santa Fe, California	$20.7M	+$5.08M	6	1.46%	Increased
1497	ASA Armstrong Shaw Associates New Canaan, Connecticut	$20.6M	-$10.7M	4	7.78%	Reduced
1498	Hendershot Investments Centreville, Virginia	$20.6M	+$1.46M	5	9.27%	Increased
1499	Addenda Capital Montreal, Quebec, Canada	$20.6M	-$740K	3	1.54%	Reduced
1500	TCV Trust & Wealth Management Richmond, Virginia	$20.6M	-$5.65M	6	3.11%	Reduced