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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	SWK Stephen W. Kidder	$17.9M	-$81.7K	5	6.6%	Reduced
1627	Valeo Financial Advisors Carmel, Indiana	$17.8M	+$17.5M	14	4.03%	New
1628	VAS Valicenti Advisory Services Elmira, New York	$17.8M	-$21K	4	8.96%	Reduced
1629	CBT Central Bank & Trust Lexington, Kentucky	$17.6M	-$327K	7	4.38%	Reduced
1630	SC Selz Capital New York	$17.5M	+$17.1M	1	3.52%	New
1631	MIM Montgomery Investment Management Rockville, Maryland	$17.5M	-$678K	4	7.78%	Reduced
1632	Hancock Whitney Gulfport, Mississippi	$17.5M	+$239K	5	0.74%	Increased
1633	ACM Argyle Capital Management Center Valley, Pennsylvania	$17.4M	-$1.4M	5	6.85%	Reduced
1634	Nicholas Investment Partners Rancho Santa Fe, California	$17.4M	-$4.82M	6	1.2%	Reduced
1635	KCM Kingdon Capital Management New York	$17.4M	-$55.9M	1	1.13%	Reduced
1636	Atlantic Union Bankshares Glen Allen, Virginia	$17.3M	+$1.82M	6	5.81%	Increased
1637	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$17.3M	+$274K	5	8.38%	Increased
1638	MC Muhlenkamp & Co Wexford, Pennsylvania	$17.2M	-$71.2K	1	5.43%	Reduced
1639	Forte Capital Rochester, New York	$17.2M	-$238K	8	5.51%	Reduced
1640	AIA Affinity Investment Advisors Newport Beach, California	$17.2M	+$1.61M	4	1.99%	Increased
1641	SCM Sandler Capital Management New York	$17.2M	+$4.46M	3	2.14%	Increased
1642	Evanson Asset Management Carmel, California	$17.2M	+$142K	6	3.67%	Increased
1643	American Assets Investment Management San Diego, California	$17.1M	-$501K	5	3.42%	Reduced
1644	Beaumont Financial Advisors Needham, Massachusetts	$17.1M	+$269K	6	2.14%	Increased
1645	Weiss Asset Management Boston, Massachusetts	$17.1M	+$6.77M	2	1.9%	Increased
1646	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$17M	+$1.54M	4	5.1%	Increased
1647	Oakworth Capital Birmingham, Alabama	$17M	+$977K	12	4.37%	Increased
1648	Perigon Wealth Management San Francisco, California	$17M	-$12.5M	9	5.52%	Reduced
1649	AIS American Investment Services Great Barrington, Massachusetts	$17M	+$1.71M	3	6.49%	Increased
1650	RWA Wealth Partners Newton, Massachusetts	$17M	+$3.93M	7	1.91%	Increased