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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
1726	Bath Savings Trust Bath, Maine	$14.6M	+$2.19M	6	4.04%	Increased
1727	Lourd Capital Beverly Hills, California	$14.6M	+$618K	6	1.39%	Increased
1728	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$14.5M	+$1.4M	1	7.95%	Increased
1729	NTV Asset Management Charleston, West Virginia	$14.5M	+$709K	7	4.42%	Increased
1730	MA Menlo Advisors Menlo Park, California	$14.5M	$0	3	10.66%	Maintained
1731	LI Lafayette Investments Ashton, Maryland	$14.5M	-$2.38M	3	5.37%	Reduced
1732	Affinity Wealth Management Wilmington, Delaware	$14.5M	+$142K	5	9.18%	Increased
1733	Sheets Smith Wealth Management Winston-Salem, North Carolina	$14.5M	+$285K	5	3.82%	Increased
1734	Buckingham Capital Management (Ohio) Dayton, Ohio	$14.4M	-$307K	3	3.33%	Reduced
1735	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$14.4M	$0	1	9.66%	Maintained
1736	AAM Autus Asset Management Scottsdale, Arizona	$14.4M	+$335K	6	2.91%	Increased
1737	TCI Wealth Advisors Tucson, Arizona	$14.4M	-$60.6K	10	7.36%	Reduced
1738	DA DSC Advisors Chicago, Illinois	$14.4M	+$218K	6	4.74%	Increased
1739	IAM ICM Asset Management Spokane, Washington	$14.3M	+$6.46M	1	17.97%	Increased
1740	HMS Hanseatic Management Services Albuquerque, New Mexico	$14.3M	+$1.7M	6	7.3%	Increased
1741	CIBC Bank USA Chicago, Illinois	$14.3M	+$1.57M	6	1.91%	Increased
1742	Kora Management Brooklyn, New York	$14.3M	-$10.7M	1	9.14%	Reduced
1743	Intrust Bank Wichita, Kansas	$14.3M	+$96K	7	4.87%	Increased
1744	Loews Corp New York	$14.3M	+$1.83M	4	0.09%	Increased
1745	GHP Investment Advisors Denver, Colorado	$14.2M	+$592K	6	2.26%	Increased
1746	Lincluden Management Mississauga, Ontario, Canada	$14.2M	-$393K	2	1.22%	Reduced
1747	Blue Fin Capital Warren, Rhode Island	$14.2M	-$54K	6	9.11%	Reduced
1748	Leavell Investment Management Mobile, Alabama	$14.2M	-$115K	6	1.79%	Reduced
1749	SH Sandia Holdings Greenwich, Connecticut	$14.1M	+$5.35M	2	6.59%	Increased
1750	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$14.1M	+$149K	6	5.74%	Increased