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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
1526	Dock Street Asset Management Palm Beach, Florida	$15.6M	+$2.12M	2	10.76%	Increased
1527	TBA Train Babcock Advisors New York	$15.6M	-$1.41M	5	6.26%	Reduced
1528	SWK Stephen W. Kidder	$15.6M	+$52.8K	5	6.19%	Increased
1529	Stonebridge Capital Advisors St Paul, Minnesota	$15.6M	+$815K	6	4.87%	Increased
1530	BCM Beck Capital Management Austin, Texas	$15.5M	+$4.29M	5	9.46%	Increased
1531	Rockland Trust Hanover, Massachusetts	$15.5M	+$241K	4	2.69%	Increased
1532	Peak Asset Management Louisville, Colorado	$15.5M	+$48.6K	5	6.52%	Increased
1533	PBT Pictet Bank & Trust Nassau, Bahamas	$15.5M	+$624K	4	5.14%	Increased
1534	AIM Act II Management New York	$15.4M	$0	1	11.43%	Maintained
1535	Capstone Investment Advisors New York	$15.4M	+$4.08M	6	0.34%	Increased
1536	Robeco Schweiz Zurich, Switzerland	$15.4M	+$197K	3	1.34%	Increased
1537	ICM Intrepid Capital Management Jacksonville Beach, Florida	$15.4M	+$67.7K	1	7.24%	Increased
1538	Hendershot Investments Centreville, Virginia	$15.4M	-$2.62M	4	7.62%	Reduced
1539	OCM Oakwood Capital Management Los Angeles, California	$15.3M	-$242K	3	3.93%	Reduced
1540	TCOT Trust Company of Toledo Holland, Ohio	$15.3M	-$87.7K	6	4.37%	Reduced
1541	RSCM Rail-Splitter Capital Management Chicago, Illinois	$15.3M	-$11.7M	1	4.27%	Reduced
1542	EP Wealth Advisors Torrance, California	$15.3M	+$1.27M	5	2.38%	Increased
1543	ProVise Management Group Clearwater, Florida	$15.3M	+$1.77M	6	2.64%	Increased
1544	Hancock Whitney Gulfport, Mississippi	$15.3M	-$1.29M	3	0.6%	Reduced
1545	BCM Brown Capital Management Baltimore, Maryland	$15.2M	-$1.18M	5	0.22%	Reduced
1546	American Assets Investment Management San Diego, California	$15.2M	$0	4	3.49%	Maintained
1547	BCA Bernzott Capital Advisors Camarillo, California	$15.2M	-$216K	2	2.81%	Reduced
1548	ECAM East Coast Asset Management Essex, Massachusetts	$15.2M	+$90K	4	7.88%	Increased
1549	GC Gruss & Co West Palm Beach, Florida	$15.2M	$0	3	18.96%	Maintained
1550	Trustmark National Bank Trust Department Jackson, Mississippi	$15.2M	-$572K	5	1.86%	Reduced