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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
1776	AAM Augustine Asset Management Jacksonville, Florida	$13.5M	-$5.36M	2	8.39%	Reduced
1777	ACM Adalta Capital Management New York	$13.5M	-$30.1K	4	10.87%	Reduced
1778	Tompkins Financial Ithaca, New York	$13.5M	-$109K	8	3.39%	Reduced
1779	Buckingham Strategic Wealth Clayton, Missouri	$13.4M	+$3.5M	7	3.15%	Increased
1780	CAM Covenant Asset Management Chester, New Jersey	$13.4M	+$44.7K	5	8.58%	Increased
1781	CHA Cedar Hill Associates Chicago, Illinois	$13.4M	-$705K	1	2.79%	Reduced
1782	CT Chicago Trust Grayslake, Illinois	$13.4M	+$575K	5	5.95%	Increased
1783	Salient Capital Advisors Houston, Texas	$13.4M	-$3.31M	5	0.26%	Reduced
1784	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$13.4M	-$2.38M	3	4.48%	Reduced
1785	HBK Sorce Advisory Erie, Pennsylvania	$13.4M	+$6.38M	7	2.14%	Increased
1786	Forvis Mazars Wealth Advisors Springfield, Missouri	$13.4M	+$1.62M	7	1.52%	Increased
1787	Joel Isaacson & Co New York	$13.3M	-$30.5K	7	2.52%	Reduced
1788	Perkins Coie Trust Company Seattle, Washington	$13.3M	+$1.41M	9	7.16%	Increased
1789	QI Quotient Investors New York	$13.3M	-$2.79M	6	9.47%	Reduced
1790	DSC Duncker Streett & Co St. Louis, Missouri	$13.3M	-$30.6K	9	4.14%	Reduced
1791	AMG National Trust Bank Greenwood Village, Colorado	$13.3M	+$483K	8	0.96%	Increased
1792	MJP Michael J. Puzo	$13.3M	-$185K	3	7.15%	Reduced
1793	AIM Arcadia Investment Management Kalamazoo, Michigan	$13.2M	-$291K	6	4.2%	Reduced
1794	PFS Physicians Financial Services Raleigh, North Carolina	$13.2M	-$139K	6	11.2%	Reduced
1795	BRC Bell Rock Capital Rehoboth Beach, Delaware	$13.2M	+$5.01M	7	8.14%	Increased
1796	Apriem Advisors Irvine, California	$13.2M	-$650K	3	3.5%	Reduced
1797	Biondo Investment Advisors Milford, Pennsylvania	$13.2M	+$4.22M	2	3.81%	Increased
1798	SC Scholtz & Company Stamford, Connecticut	$13.2M	-$517K	3	11.38%	Reduced
1799	RIG Renaissance Investment Group Lenox, Massachusetts	$13.2M	+$87.5K	3	5.78%	Increased
1800	CIC Cornercap Investment Counsel Atlanta, Georgia	$13.2M	-$2.1M	6	2.2%	Reduced