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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	Forvis Mazars Wealth Advisors Springfield, Missouri	$53.3M	+$6.45M	7	1.56%	Increased
1652	Intrust Bank Wichita, Kansas	$53.2M	+$591K	6	6.45%	Increased
1653	Poplar Forest Capital Pasadena, California	$53.2M	-$3.72M	5	6.96%	Reduced
1654	Fulcrum Capital Seattle, Washington	$53.2M	-$6.12M	4	13.99%	Reduced
1655	IAIM International Assets Investment Management Orlando, Florida	$53.2M	-$1.89M	9	7.15%	Reduced
1656	First Financial Bank - Trust Division Hamilton, Ohio	$53.2M	+$460K	6	5.55%	Increased
1657	Mengis Capital Management Portland, Oregon	$53.2M	-$606K	6	10.61%	Reduced
1658	Main Street Research Lakeville, Connecticut	$53.1M	+$23.4M	4	8.46%	Increased
1659	Randolph Company Cincinnati, Ohio	$53.1M	+$7.35M	3	7.39%	Increased
1660	Capstone Investment Advisors New York	$53M	-$17.7M	12	0.26%	Reduced
1661	Slow Capital Greenbrae, California	$53M	-$2.6M	8	9.2%	Reduced
1662	River Wealth Advisors Camp Hill, Pennsylvania	$53M	+$384K	5	8.99%	Increased
1663	Fragasso Financial Advisors Sewickley, Pennsylvania	$52.9M	+$4.07M	7	5.66%	Increased
1664	CRB Chad R. Baker	$52.9M	+$317K	4	12.5%	Increased
1665	River Global Investors London, United Kingdom	$52.9M	+$2.44M	10	10.45%	Increased
1666	EFG Asset Management (Americas) Miami, Florida	$52.8M	-$1.52M	5	12.23%	Reduced
1667	EFG Capital International Miami, Florida	$52.8M	+$47.7M	5	12.23%	New
1668	WoodTrust Financial Wisconsin Rapids, Wisconsin	$52.8M	+$547K	7	9.78%	Increased
1669	Ivy Lane Capital Management Winter Park, Florida	$52.8M	$0	2	38.92%	Maintained
1670	SevenBridge Financial Group Harrisburg, Pennsylvania	$52.7M	+$1.27M	7	13.61%	Increased
1671	Ascent Group Virginia Beach, Virginia	$52.6M	+$5.09M	7	5.8%	Increased
1672	Telos Capital Management San Diego, California	$52.6M	-$579K	6	7.01%	Reduced
1673	Y.D. More Investments Ramat Gan, Israel	$52.6M	-$5.49M	11	12.12%	Reduced
1674	Hood River Capital Management Palm Beach Gardens, Florida	$52.6M	+$32.4M	1	1.56%	Increased
1675	Perry Creek Capital New York	$52.5M	$0	1	16.83%	Maintained