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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	GPC Guardian Point Capital Charlottesville, Virginia	$35.5M	$0	1	28.07%	Maintained
1727	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$35.5M	-$10K	6	4%	Reduced
1728	Curi Wealth Management Raleigh, North Carolina	$35.5M	-$574K	5	4.97%	Reduced
1729	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$35.4M	-$3.4M	3	9.77%	Reduced
1730	Slow Capital Greenbrae, California	$35.3M	+$2.86M	8	7.86%	Increased
1731	Blue Trust Inc Alpharetta, Georgia	$35.2M	+$13.9M	27	0.63%	Increased
1732	Fir Tree Capital Management New York	$35.2M	+$3.24M	3	1.81%	Increased
1733	M.D. Sass LLC New York	$35.2M	-$4.36M	2	5.17%	Reduced
1734	Endurance Wealth Management Providence, Rhode Island	$35.1M	+$577K	12	5.28%	Increased
1735	Bedell Frazier Investment Counselling Walnut Creek, California	$35.1M	-$1.43M	5	9.17%	Reduced
1736	Arjuna Capital Durham, North Carolina	$35.1M	+$1.45M	5	16.16%	Increased
1737	Arete Wealth Advisors Chicago, Illinois	$34.8M	+$567K	8	3.05%	Increased
1738	Jaffetilchin Investment Partners Tampa, Florida	$34.8M	-$1.98M	7	4.25%	Reduced
1739	Wallington Asset Management Indianapolis, Indiana	$34.7M	-$302K	3	7.53%	Reduced
1740	Long Walk Management Greenwich, Connecticut	$34.7M	-$5.64M	2	37.42%	Reduced
1741	Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$34.7M	+$834K	3	13.15%	Increased
1742	Trustmark National Bank Trust Department Jackson, Mississippi	$34.6M	-$710K	6	3.2%	Reduced
1743	Parus Finance (UK) London, United Kingdom	$34.6M	-$1.32M	4	23.54%	Reduced
1744	Zuckerman Investment Group Chicago, Illinois	$34.6M	+$1.16M	6	5.47%	Increased
1745	Crescent Park Management East Palo Alto, California	$34.5M	-$11.5M	2	10.97%	Reduced
1746	Fuller & Thaler Asset Management San Mateo, California	$34.5M	+$428K	8	0.22%	Increased
1747	J. Arnold Wealth Management Youngstown, Ohio	$34.4M	+$3.58M	3	16.99%	Increased
1748	Randolph Company Cincinnati, Ohio	$34.4M	-$9.5K	2	5.28%	Reduced
1749	First Fiduciary Investment Counsel Cleveland, Ohio	$34.3M	-$270K	2	7.52%	Reduced
1750	Dillon & Associates Jackson, Michigan	$34.3M	+$639K	4	7.42%	Increased