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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
1576	TCV Trust & Wealth Management Richmond, Virginia	$24.4M	-$44.9K	6	3.57%	Reduced
1577	Royce & Associates New York	$24.4M	+$2.53M	4	0.22%	Increased
1578	Marble Harbor Investment Counsel Boston, Massachusetts	$24.4M	-$573K	6	4.86%	Reduced
1579	Winch Advisory Services Appleton, Wisconsin	$24.3M	+$200K	8	13.54%	Increased
1580	KC Keenan Capital Burlingame, California	$24.3M	+$1.39M	3	13.27%	Increased
1581	CFIC City Financial Investment Company London, United Kingdom	$24.3M	-$6.3M	1	4.32%	Reduced
1582	KCP KDI Capital Partners Raleigh, North Carolina	$24.3M	+$5.6M	5	8.25%	Increased
1583	Lyell Wealth Management Menlo Park, California	$24.2M	+$131K	5	10.11%	Increased
1584	Check Capital Management Costa Mesa, California	$24.2M	-$2.27M	3	1.3%	Reduced
1585	Pacific Heights Asset Management San Francisco, California	$24.1M	$0	1	3.29%	Maintained
1586	Crossvault Capital Management San Antonio, Texas	$24.1M	+$141K	4	13.68%	Increased
1587	Avidian Wealth Enterprises Houston, Texas	$24M	+$23.8M	2	8.39%	Increased
1588	Verity & Verity Beaufort, South Carolina	$24M	+$524K	5	6.43%	Increased
1589	Ipswich Investment Management Beverly, Massachusetts	$24M	+$348K	10	8.78%	Increased
1590	JLB & Associates Plymouth, Michigan	$23.9M	-$227K	2	5.83%	Reduced
1591	Linscomb Wealth Houston, Texas	$23.9M	-$938K	6	2.26%	Reduced
1592	Prospector Partners Guilford, Connecticut	$23.9M	-$741K	2	3.73%	Reduced
1593	Affinity Wealth Management Wilmington, Delaware	$23.9M	+$25.5M	6	14.45%	New
1594	Oxbow Advisors Austin, Texas	$23.8M	-$3.81M	5	3.18%	Reduced
1595	Family Management New York	$23.8M	-$1.41M	6	9.98%	Reduced
1596	TLCM Tiger Legatus Capital Management New York	$23.8M	-$20.6M	3	13.51%	Reduced
1597	American National Bank & Trust Wichita Falls, Texas	$23.8M	-$1.91M	4	8.67%	Reduced
1598	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$23.7M	+$781K	4	7.79%	Increased
1599	RIA RPG Investment Advisory Pleasanton, California	$23.7M	+$10.5M	7	5.92%	Increased
1600	Perigon Wealth Management San Francisco, California	$23.7M	+$1.53M	9	6.05%	Increased