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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	CEI Clark Estates Inc New York	$57.6M	-$5.9M	4	8.22%	Reduced
1577	MGO One Seven Beachwood, Ohio	$57.5M	-$1.48M	11	7.29%	Reduced
1578	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$57.5M	-$6.62M	5	11.94%	Reduced
1579	Marble Harbor Investment Counsel Boston, Massachusetts	$57.4M	-$1.26M	8	7.73%	Reduced
1580	AO Allen Operations New York	$57.4M	$0	3	8.88%	Maintained
1581	CDAM (UK) London, United Kingdom	$57.3M	-$4.09M	1	7.06%	Reduced
1582	Icon Wealth Partners Houston, Texas	$57.3M	+$24.4K	7	6.05%	Increased
1583	CFM Comprehensive Financial Management Los Gatos, California	$57.3M	-$1.47M	2	0.54%	Reduced
1584	Wright Investors Service Shelton, Connecticut	$57.1M	+$7.3M	6	16.24%	Increased
1585	LaFleur & Godfrey Grand Rapids, Michigan	$57.1M	+$4.57M	7	7.89%	Increased
1586	Smithfield Trust Pittsburgh, Pennsylvania	$57.1M	-$210K	13	3.77%	Reduced
1587	Cornerstone Advisory Hunt Valley, Maryland	$57M	-$2.74M	10	9.44%	Reduced
1588	Light Street Capital Management Palo Alto, California	$57M	-$46.2M	4	2.86%	Reduced
1589	PTB Pioneer Trust Bank Salem, Oregon	$56.9M	-$909K	5	16.28%	Reduced
1590	Altium Wealth Management Purchase, New York	$56.9M	+$953K	6	4.06%	Increased
1591	Nicholas Hoffman & Company Atlanta, Georgia	$56.9M	+$1.17M	7	9.97%	Increased
1592	Parkwood LLC Cleveland, Ohio	$56.8M	+$15.2M	9	6.88%	Increased
1593	Quantitative Investment Management Charlottesville, Virginia	$56.8M	-$19.4M	6	5.14%	Reduced
1594	American National Bank & Trust Wichita Falls, Texas	$56.8M	-$596K	7	12.58%	Reduced
1595	Leavell Investment Management Mobile, Alabama	$56.8M	+$1.76M	6	4.23%	Increased
1596	WA Winfield Associates Cleveland, Ohio	$56.7M	+$80.4K	6	20.96%	Increased
1597	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$56.7M	-$3.29M	4	14.02%	Reduced
1598	Dubuque Bank & Trust Dubuque, Iowa	$56.5M	-$2.06M	8	6.32%	Reduced
1599	Capital Investment Counsel Inc Raleigh, North Carolina	$56.3M	+$3M	11	12.38%	Increased
1600	Slow Capital Greenbrae, California	$56.3M	-$1.84M	11	10.31%	Reduced