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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
1651	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$16.1M	-$78.5K	5	8.2%	Reduced
1652	Hancock Whitney Gulfport, Mississippi	$16.1M	-$225K	5	0.68%	Reduced
1653	TBA Train Babcock Advisors New York	$16M	-$446K	6	6.97%	Reduced
1654	CL CIM LLC Albany, New York	$16M	-$303K	4	6.86%	Reduced
1655	Noesis Capital Mangement Boca Raton, Florida	$16M	+$77K	6	6.14%	Increased
1656	MC Muhlenkamp & Co Wexford, Pennsylvania	$16M	-$10.3K	1	5.02%	Reduced
1657	Cramer Rosenthal McGlynn Stamford, Connecticut	$16M	-$20.1M	2	0.24%	Reduced
1658	KCP KDI Capital Partners Raleigh, North Carolina	$16M	-$1.65M	3	5.45%	Reduced
1659	Holderness Investments Company Greensboro, North Carolina	$16M	-$156K	8	8.48%	Reduced
1660	NC NBW Capital Boston, Massachusetts	$16M	-$504K	2	4.43%	Reduced
1661	Heritage Trust Oklahoma City, Oklahoma	$15.9M	-$916K	8	6.15%	Reduced
1662	Capital Planning Advisors Roseville, California	$15.9M	-$501K	4	7.05%	Reduced
1663	JCM JS Capital Management New York	$15.9M	+$15.9M	2	7.64%	New
1664	LIM Lathrop Investment Management Little Rock, Arkansas	$15.8M	-$358K	1	4.52%	Reduced
1665	Toth Financial Advisory Leesburg, Virginia	$15.8M	-$1.03M	6	4.12%	Reduced
1666	Grassi Investment Management Santa Clara, California	$15.8M	+$210K	8	2.78%	Increased
1667	ICP IBIS Capital Partners London, United Kingdom	$15.8M	-$1.95M	1	12.53%	Reduced
1668	AIS American Investment Services Great Barrington, Massachusetts	$15.8M	+$676K	3	6.25%	Increased
1669	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$15.8M	+$15.7K	7	5.61%	Increased
1670	Alley Company Lake Forest, Illinois	$15.7M	+$212K	5	5.92%	Increased
1671	Aspiriant LLC Los Angeles, California	$15.7M	+$2.12M	8	1.37%	Increased
1672	Sigma Investment Counselors Northville, Michigan	$15.7M	-$146K	4	2.41%	Reduced
1673	VW Vantage Wealth Pasadena, California	$15.6M	+$7.29M	2	8.34%	Increased
1674	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$15.6M	-$749K	7	7.85%	Reduced
1675	Abbrea Capital Greenbrae, California	$15.6M	+$54.1K	6	6.22%	Increased