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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
1626	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$103M	+$2.03M	10	11.56%	Increased
1627	GLCM Greenlea Lane Capital Management Weston, Connecticut	$103M	-$8.08M	2	28.16%	Reduced
1628	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$103M	+$6.48M	10	6.1%	Increased
1629	CCM Cohen Capital Management Corte Madera, California	$103M	+$539K	7	13.94%	Increased
1630	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$102M	-$372K	6	15.98%	Reduced
1631	Cantillon Capital Management New York	$102M	-$1.91B	3	15.38%	Reduced
1632	Forvis Mazars Wealth Advisors Springfield, Missouri	$102M	+$168K	8	1.71%	Increased
1633	Great Lakes Retirement Sandusky, Ohio	$102M	+$14K	9	9.04%	Increased
1634	CC Copos Capital Luxembourg,	$102M	+$104M	5	13.75%	New
1635	PM Phraction Management Colchester, Connecticut	$101M	-$8.76M	4	17.01%	Reduced
1636	Howe & Rusling Rochester, New York	$101M	+$2.46M	6	5.87%	Increased
1637	M.D. Sass LLC New York	$101M	+$33.7M	3	6.61%	Increased
1638	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$101M	+$58.5M	2	1.7%	Increased
1639	Cypress Capital Group Palm Beach, Florida	$101M	+$11.9M	10	9.44%	Increased
1640	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$101M	-$1.34M	4	17.98%	Reduced
1641	Berkshire Asset Management Wilkes Barre, Pennsylvania	$101M	-$1.26M	7	3.96%	Reduced
1642	Noesis Capital Mangement Boca Raton, Florida	$101M	+$2.45M	6	12.14%	Increased
1643	GLOBALT Investments Atlanta, Georgia	$101M	-$1.91M	8	3.39%	Reduced
1644	RCP Rothschild Capital Partners New York	$100M	-$1.17M	4	21.53%	Reduced
1645	PIM Progressive Investment Management Lake Oswego, Oregon	$100M	-$4.35M	5	22.04%	Reduced
1646	Cheviot Value Management Beverly Hills, California	$100M	-$2.35M	11	10.18%	Reduced
1647	CWM Cornerstone Wealth Management St. Peters, Missouri	$100M	+$4.25M	11	4.3%	Increased
1648	Oakworth Capital Birmingham, Alabama	$100M	-$1.55M	13	4.76%	Reduced
1649	CAM Columbia Asset Management Ann Arbor, Michigan	$100M	-$2.28M	7	17.38%	Reduced
1650	Proficio Capital Partners Newton, Massachusetts	$100M	+$50.8M	16	3.58%	Increased