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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
1601	Cheviot Value Management Beverly Hills, California	$62.6M	-$4.88M	5	13.47%	Reduced
1602	Core Alternative Capital Peachtree Corners, Georgia	$62.6M	-$5.74M	10	10.73%	Reduced
1603	Iyo Bank Matsuyama, Japan	$62.5M	$0	4	29.67%	Maintained
1604	Vantage Wealth Pasadena, California	$62.4M	+$15.7M	4	13.73%	Increased
1605	Mount Yale Investment Advisors Denver, Colorado	$62.4M	+$5.62M	8	5.93%	Increased
1606	Bellecapital Zurich, Switzerland	$62M	-$2.63M	7	14.03%	Reduced
1607	Sky Investment Group Hartford, Connecticut	$61.9M	-$65.5K	7	13.05%	Reduced
1608	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$61.9M	+$58.5M	4	27.57%	New
1609	Symmetry Investments St Helier, Jersey	$61.5M	+$26.4M	4	4.46%	Increased
1610	Goelzer Investment Management Carmel, Indiana	$61.4M	+$263K	6	3.95%	Increased
1611	SC Saybrook Capital Winston Salem, North Carolina	$61.4M	-$352K	3	17.03%	Reduced
1612	Edge Capital Group Atlanta, Georgia	$61.3M	+$2.37M	8	3.41%	Increased
1613	Cullen Investment Group Lafayette, Louisiana	$61.3M	+$58M	5	10.73%	New
1614	Zuckerman Investment Group Chicago, Illinois	$61.3M	+$2.08M	6	7.91%	Increased
1615	TAM Telemark Asset Management Boston, Massachusetts	$61.2M	-$2.17M	3	9.12%	Reduced
1616	Jackson Wealth Management Lake Mary, Florida	$61.2M	-$453K	4	8.05%	Reduced
1617	L & S Advisors Los Angeles, California	$61.2M	-$5.66M	7	7.45%	Reduced
1618	Ameritas Advisory Services Lincoln, Nebraska	$61.1M	-$11.4M	8	3.36%	Reduced
1619	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$61.1M	-$8.06M	2	4.16%	Reduced
1620	Legacy Private Trust Neenah, Wisconsin	$60.9M	+$231K	5	4.85%	Increased
1621	Manchester Global Management London, United Kingdom	$60.9M	-$5.37M	3	19.81%	Reduced
1622	Portside Wealth Group Provo, Utah	$60.9M	-$354K	7	11.34%	Reduced
1623	Thompson Investment Management Madison, Wisconsin	$60.9M	-$2.88M	7	9.79%	Reduced
1624	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$60.8M	+$145K	8	7.12%	Increased
1625	Vision Capital Management Portland, Oregon	$60.8M	+$1.23M	4	9.47%	Increased