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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
1751	CBT Central Bank & Trust Lexington, Kentucky	$40.3M	+$699K	10	7.18%	Increased
1752	Wright Investors Service Shelton, Connecticut	$40.3M	-$3.99M	8	11.45%	Reduced
1753	PWW Pettyjohn Wood & White Lynchburg, Virginia	$40.2M	-$25.3K	6	9.83%	Reduced
1754	11 Capital Partners Darien, Connecticut	$40.2M	-$9.9M	3	19.81%	Reduced
1755	Farmers & Merchants Trust Company Long Beach, California	$40.1M	-$2.11M	6	11.13%	Reduced
1756	Toth Financial Advisory Leesburg, Virginia	$40.1M	+$2.5M	15	6.26%	Increased
1757	Aviance Capital Partners Naples, Florida	$40M	+$2.82M	9	8.89%	Increased
1758	EGVF ESA Global Value Fund Grand Cayman, Cayman Islands	$39.9M	-$24.8M	3	84.4%	Reduced
1759	First Fiduciary Investment Counsel Cleveland, Ohio	$39.9M	-$713K	4	8.82%	Reduced
1760	Rosenblum Silverman Sutton San Francisco, California	$39.8M	-$6.35M	4	14.51%	Reduced
1761	Bender Robert & Associates Pasadena, California	$39.8M	-$129K	6	12.33%	Reduced
1762	Forvis Mazars Wealth Advisors Springfield, Missouri	$39.8M	+$752K	6	1.3%	Increased
1763	NKCFO LLC Geneva, Illinois	$39.8M	+$879K	5	19.17%	Increased
1764	Howe & Rusling Rochester, New York	$39.7M	-$10.4M	6	4.73%	Reduced
1765	WPI Walter Public Investments Westmount, Canada	$39.7M	+$704K	2	11.99%	Increased
1766	LaFleur & Godfrey Grand Rapids, Michigan	$39.7M	-$305K	5	6.5%	Reduced
1767	NIC Northwest Investment Counselors Lake Oswego, Oregon	$39.7M	+$931K	10	11.05%	Increased
1768	Curi Wealth Management Raleigh, North Carolina	$39.6M	-$2.32M	5	5.7%	Reduced
1769	Manchester Global Management London, United Kingdom	$39.6M	+$7.58M	3	14.2%	Increased
1770	Light Street Capital Management Palo Alto, California	$39.6M	+$9.8M	2	9.66%	Increased
1771	Hilton Capital Management Garden City, New York	$39.6M	-$819K	4	5.18%	Reduced
1772	Ninety One Cape Town, South Africa	$39.5M	+$2.38M	3	10.04%	Increased
1773	Columbus Hill Capital Management Short Hills, New Jersey	$39.5M	$0	2	13.13%	Maintained
1774	Avidian Wealth Enterprises Houston, Texas	$39.5M	+$2.77M	9	2.17%	Increased
1775	Harbour Investments Madison, Wisconsin	$39.5M	+$832K	28	2.15%	Increased