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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	First Western Trust Bank Denver, Colorado	$55.2M	+$53M	6	2.84%	New
1652	Hendershot Investments Centreville, Virginia	$55.1M	+$1.41M	6	8.42%	Increased
1653	Brandes Investment Partners La Jolla, California	$55.1M	+$4.34M	4	1.18%	Increased
1654	Connors Investor Services Wyomissing, Pennsylvania	$55.1M	+$3.16M	3	5.73%	Increased
1655	Buckingham Capital Management (Ohio) Dayton, Ohio	$55.1M	+$283K	6	9.04%	Increased
1656	Cypress Capital Group Palm Beach, Florida	$55.1M	+$2.69M	9	6.78%	Increased
1657	TruWealth Advisors Metairie, Louisiana	$54.9M	+$1.56M	4	5.71%	Increased
1658	Mirador Capital Partners Pleasanton, California	$54.8M	+$1.96M	9	11.1%	Increased
1659	River Wealth Advisors Camp Hill, Pennsylvania	$54.7M	+$1.49M	5	8.74%	Increased
1660	M MOTCO San Antonio, Texas	$54.6M	-$395K	8	3.54%	Reduced
1661	Novo Holdings A/S Hellerup, Denmark	$54.5M	$0	1	2.87%	Maintained
1662	Cheviot Value Management Beverly Hills, California	$54.5M	+$3.77M	4	11.53%	Increased
1663	Avalon Global Asset Management San Francisco, California	$54.3M	+$7.81M	6	12.59%	Increased
1664	PKO Investment Management Joint-Stock Warsaw, Poland	$54.3M	-$14.3M	4	6.56%	Reduced
1665	Long Walk Management Greenwich, Connecticut	$54.2M	-$6.3M	2	42.52%	Reduced
1666	Schechter Investment Advisors Birmingham, Michigan	$54.2M	+$201K	11	5.03%	Increased
1667	Polaris Capital Management Boston, Massachusetts	$54.2M	-$2.73M	1	1.72%	Reduced
1668	Noked Capital Tel Aviv, Israel	$54.1M	+$31.7M	5	16.47%	Increased
1669	Noked Israel Ramat Hasharon, Israel	$54.1M	+$31.7M	5	16.47%	Increased
1670	Covenant Asset Management Chester, New Jersey	$54.1M	+$193K	5	14.62%	Increased
1671	Godsey & Gibb Inc Richmond, Virginia	$54M	+$8.19M	5	20.52%	Increased
1672	Chemung Canal Trust Elmira, New York	$53.8M	+$301K	5	10.44%	Increased
1673	Family Management New York	$53.8M	+$5.37M	7	14.9%	Increased
1674	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$53.8M	-$7.16M	5	9.87%	Reduced
1675	Sabal Trust St. Petersburg, Florida	$53.7M	-$3.54M	3	3.72%	Reduced