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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	Svenska Handelsbanken Stockholm, Sweden	$63.1M	+$58.3M	2	17.57%	New
1777	Mengis Capital Management Portland, Oregon	$63.1M	-$34.8M	6	12.8%	Reduced
1778	Mirabaud & Cie Geneva, Switzerland	$63.1M	+$246K	4	21.35%	Increased
1779	Great Lakes Retirement Sandusky, Ohio	$63.1M	+$3.88M	11	8.65%	Increased
1780	Constitution Capital Shelton, Connecticut	$63M	+$3.76M	3	33.26%	Increased
1781	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$63M	-$509K	3	6.61%	Reduced
1782	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$63M	-$6.41M	5	5.68%	Reduced
1783	Spirepoint Private Client Vero Beach, Florida	$62.9M	+$1.33M	6	8.92%	Increased
1784	CBT Central Bank & Trust Lexington, Kentucky	$62.8M	-$1.78M	9	8.74%	Reduced
1785	Cartenna Capital Stamford, Connecticut	$62.8M	-$41.1M	1	2.39%	Reduced
1786	Cadinha & Co Honolulu, Hawaii	$62.8M	+$13.5M	3	11.64%	Increased
1787	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$62.8M	-$450K	4	15.85%	Reduced
1788	Slow Capital Greenbrae, California	$62.7M	-$1.36M	6	10.15%	Reduced
1789	Parcion Private Wealth Bellevue, Washington	$62.7M	+$3.39M	8	5.73%	Increased
1790	Analyst IMS Investment Management Services Tel-Aviv, Israel	$62.6M	+$4.2M	7	2.57%	Increased
1791	AW Atlas Wealth Cincinnati, Ohio	$62.6M	+$28.8M	6	7.36%	Increased
1792	MIG Capital Newport Beach, California	$62.5M	+$5.72M	2	8.33%	Increased
1793	Community Bank Dewitt, New York	$62.5M	+$692K	8	8.23%	Increased
1794	JLB & Associates Plymouth, Michigan	$62.5M	-$635K	3	8.44%	Reduced
1795	Farmers & Merchants Trust Company Long Beach, California	$62.4M	-$2.23M	6	16.19%	Reduced
1796	Jackson Square Capital San Francisco, California	$62.3M	-$1.06M	6	15.34%	Reduced
1797	Two Creeks Capital Management New York	$62.3M	-$17.9M	1	3.87%	Reduced
1798	Strategic Global Advisors Newport Beach, California	$62.2M	+$4.66M	4	13%	Increased
1799	Simon Quick Advisors Morristown, New Jersey	$62.2M	+$1.46M	7	4.39%	Increased
1800	MRCM M&R Capital Management Summit, New Jersey	$62.2M	-$184K	8	14.83%	Reduced