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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	Brian C. Broderick	$13.5M	-$582K	4	5.75%	Reduced
1627	ACM Argyle Capital Management Center Valley, Pennsylvania	$13.5M	-$287K	4	5.85%	Reduced
1628	NC NBW Capital Boston, Massachusetts	$13.5M	-$4.41M	2	3.88%	Reduced
1629	Howe & Rusling Rochester, New York	$13.4M	+$170K	9	2.9%	Increased
1630	PTB Pioneer Trust Bank Salem, Oregon	$13.4M	-$221K	5	8.19%	Reduced
1631	FIM Freedom Investment Management Hartford, Connecticut	$13.4M	+$1.13M	8	0.86%	Increased
1632	Highstreet Asset Management London, Ontario, Canada	$13.4M	-$522K	5	4.59%	Reduced
1633	Anderson Hoagland & Co St Louis, Missouri	$13.3M	-$283K	3	7.66%	Reduced
1634	WDA Wendell David Associates Portsmouth, New Hampshire	$13.3M	+$915K	6	2.63%	Increased
1635	WIC Whitegate Investment Counselors Concord, New Hampshire	$13.3M	+$577K	5	3.62%	Increased
1636	Leavell Investment Management Mobile, Alabama	$13.3M	+$297K	6	1.96%	Increased
1637	Zevin Asset Management Boston, Massachusetts	$13.3M	-$560K	6	4.29%	Reduced
1638	Atlantic Union Bankshares Glen Allen, Virginia	$13.3M	+$17.7K	5	5.06%	Increased
1639	Sigma Investment Counselors Northville, Michigan	$13.3M	+$18.7K	3	2.19%	Increased
1640	RBF Capital San Francisco, California	$13.2M	-$716K	5	2.26%	Reduced
1641	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$13.2M	-$544K	8	6.06%	Reduced
1642	Voya Financial Advisors Windsor, Connecticut	$13.2M	+$730K	6	1.35%	Increased
1643	BCM BBT Capital Management Fort Worth, Texas	$13.1M	-$3.1M	2	2.52%	Reduced
1644	Salient Capital Advisors Houston, Texas	$13.1M	-$197K	6	0.27%	Reduced
1645	La Financiere de L'Echiquier Paris, France	$13.1M	-$268K	2	9.16%	Reduced
1646	GA GFS Advisors Houston, Texas	$13M	+$5.42M	5	2.89%	Increased
1647	CIBC Bank USA Chicago, Illinois	$13M	-$686K	6	1.97%	Reduced
1648	Noesis Capital Mangement Boca Raton, Florida	$13M	-$143K	6	5.6%	Reduced
1649	AFG American Financial Group Cincinnati, Ohio	$13M	$0	1	0.93%	Maintained
1650	Ninety One North America New York	$13M	+$1.26M	3	1.74%	Increased