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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
1551	CANC Culbertson A N & Co Charlottesville, Virginia	$76.3M	+$2.38K	6	12.29%	Increased
1552	FourThought Financial Partners Venice, Florida	$76.2M	+$1.48M	5	9.04%	Increased
1553	Iyo Bank Matsuyama, Japan	$76M	$0	4	26.97%	Maintained
1554	MIM Marco Investment Management Atlanta, Georgia	$75.8M	+$3.44M	7	6.55%	Increased
1555	Zuckerman Investment Group Chicago, Illinois	$75.8M	+$452K	7	7.79%	Increased
1556	Whetstone Capital Advisors Shawnee Mission, Kansas	$75.8M	-$5.51M	5	36.52%	Reduced
1557	Sepio Capital Salt Lake City, Utah	$75.6M	+$2.79M	9	5.89%	Increased
1558	TCV Trust & Wealth Management Richmond, Virginia	$75.6M	-$1.38M	6	6.77%	Reduced
1559	KFS Kurt F. Somerville	$75.6M	-$1.34M	6	12.16%	Reduced
1560	Dorsey Asset Management Chicago, Illinois	$75.5M	-$2.31M	1	8.14%	Reduced
1561	SevenBridge Financial Group Harrisburg, Pennsylvania	$75.5M	+$1.6M	7	14.54%	Increased
1562	Private Trust Company Cleveland, Ohio	$75.5M	+$1.01M	21	7.6%	Increased
1563	Harbour Investments Madison, Wisconsin	$75.4M	+$2.66M	30	2.27%	Increased
1564	TIG Advisors LLC New York	$75.3M	-$11.1M	2	4.88%	Reduced
1565	Cigna Investments Bloomfield, Connecticut	$75.3M	-$949K	10	13.25%	Reduced
1566	CRB Chad R. Baker	$75.2M	$0	5	14.78%	Maintained
1567	Valiant Capital Management San Francisco, California	$75.2M	-$24.7M	2	4.15%	Reduced
1568	Sky Investment Group Hartford, Connecticut	$75.2M	+$902K	8	13.5%	Increased
1569	Sand Hill Global Advisors Palo Alto, California	$75.1M	-$484K	6	3.17%	Reduced
1570	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$75M	+$477K	5	7.61%	Increased
1571	Wedgewood Partners St Louis, Missouri	$74.9M	-$1.02M	2	13.6%	Reduced
1572	Accredited Investors Edina, Minnesota	$74.9M	+$2.14M	7	4.29%	Increased
1573	AIS AM Investment Strategies Chattanooga, Tennessee	$74.9M	+$341K	7	18.21%	Increased
1574	NBC Securities Birmingham, Alabama	$74.9M	+$1.31M	16	6.29%	Increased
1575	Forvis Mazars Wealth Advisors Springfield, Missouri	$74.8M	+$854K	9	1.72%	Increased