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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	River Road Asset Management Louisville, Kentucky	$72.8M	+$7.7M	2	0.98%	Increased
1577	Edgar Lomax Company Kingstowne, Virginia	$72.8M	+$24M	1	4.5%	Increased
1578	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$72.6M	-$180K	5	15.34%	Reduced
1579	LS Investment Advisors Bloomfield Hills, Michigan	$72.6M	-$942K	5	11.51%	Reduced
1580	MIC Maxi Investments CY Limassol, Cyprus	$72.4M	+$17.9M	9	19.38%	Increased
1581	Richard C. Young & Co Newport, Rhode Island	$72.2M	+$43.1M	5	9.06%	Increased
1582	Leavell Investment Management Mobile, Alabama	$72M	+$879K	6	4.16%	Increased
1583	Adero Partners Pleasanton, California	$71.9M	+$981K	8	5.44%	Increased
1584	Iyo Bank Matsuyama, Japan	$71.8M	+$2.07M	4	28.62%	Increased
1585	CANC Culbertson A N & Co Charlottesville, Virginia	$71.8M	-$1.24M	6	12.39%	Reduced
1586	Graypoint LLC Albany, New York	$71.7M	+$3.64M	10	5.18%	Increased
1587	Exchange Capital Management Ann Arbor, Michigan	$71.7M	+$973K	5	11.66%	Increased
1588	Hendershot Investments Centreville, Virginia	$71.6M	-$231K	5	10.24%	Reduced
1589	GLOBALT Investments Atlanta, Georgia	$71.6M	-$2.79M	6	2.85%	Reduced
1590	CMG Cavalry Management Group San Francisco, California	$71.6M	+$235K	1	9.88%	New
1591	Checchi Capital Advisers Beverly Hills, California	$71.6M	-$259K	9	5.59%	Reduced
1592	Jaffetilchin Investment Partners Tampa, Florida	$71.6M	-$722K	8	6.42%	Reduced
1593	CreativeOne Wealth Overland Park, Kansas	$71.5M	+$26.9M	11	2.85%	Increased
1594	Matthew Goff Investment Advisor Houston, Texas	$71.5M	+$987K	5	14.48%	Increased
1595	Farther Finance Advisors San Francisco, California	$71.4M	+$6.1M	26	4.35%	Increased
1596	Zuckerman Investment Group Chicago, Illinois	$71.1M	+$2.29M	6	8.06%	Increased
1597	Stansberry Asset Management Westlake, Texas	$70.9M	+$6.45M	6	9.57%	Increased
1598	Moody National Bank Trust Division Galveston, Texas	$70.9M	+$553K	9	5.59%	Increased
1599	Tufton Capital Management Hunt Valley, Maryland	$70.7M	+$239K	5	13.89%	Increased
1600	AIS AM Investment Strategies Chattanooga, Tennessee	$70.7M	+$1.54M	5	17.93%	Increased