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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
1851	SFSIG San Francisco Sentry Investment Group San Francisco, California	$19.7M	-$409K	13	7.36%	Reduced
1852	Legacy Private Trust Neenah, Wisconsin	$19.7M	-$91.7K	5	2.22%	Reduced
1853	MJP Michael J. Puzo	$19.6M	-$969K	3	7.41%	Reduced
1854	O'Shaughnessy Asset Management Stamford, Connecticut	$19.6M	-$2.36M	5	0.4%	Reduced
1855	Weik Capital Management Wyomissing, Pennsylvania	$19.6M	-$864K	4	9.4%	Reduced
1856	Aspiriant LLC Los Angeles, California	$19.6M	-$2.78M	7	1.67%	Reduced
1857	Meridian Wealth Management Lexington, Kentucky	$19.5M	+$2.89M	6	8.38%	Increased
1858	Evanston Advisors Schaumburg, Illinois	$19.5M	-$665K	2	4.26%	Reduced
1859	MKC M. Kraus & Co Shelburne, Vermont	$19.5M	-$29.3K	3	11.29%	Reduced
1860	MCG McCollum Christoferson Group Amherst, New York	$19.5M	-$328K	4	7.14%	Reduced
1861	Greatmark Investment Partners Columbus, Georgia	$19.5M	+$1.59M	6	6.13%	Increased
1862	West Branch Capital Amherst, Massachusetts	$19.4M	+$289K	6	14.42%	Increased
1863	Montgomery Investment Management Rockville, Maryland	$19.4M	+$169K	5	7.99%	Increased
1864	Physicians Financial Services Raleigh, North Carolina	$19.4M	-$65.9K	7	13.35%	Reduced
1865	Clear Harbor Asset Management Stamford, Connecticut	$19.4M	+$6.27M	7	3.9%	Increased
1866	TCM Tradition Capital Management Summit, New Jersey	$19.3M	-$303K	6	5.05%	Reduced
1867	CIA Covington Investment Advisors Ligonier, Pennsylvania	$19.3M	+$5.08M	3	6.29%	Increased
1868	Analyst IMS Investment Management Services Tel-Aviv, Israel	$19.3M	-$1.11M	11	3.08%	Reduced
1869	Hedeker Wealth Lincolnshire, Illinois	$19.3M	-$5.71K	5	13.52%	Reduced
1870	MYCIO Wealth Partners Philadelphia, Pennsylvania	$19.2M	-$1.29M	6	1.86%	Reduced
1871	Royal Fund Management Lady Lake, Florida	$19.2M	-$392K	12	5.97%	Reduced
1872	Capital City Trust Tallahassee, Florida	$19.1M	+$15.8K	5	7.68%	Increased
1873	Brightworth Atlanta, Georgia	$19.1M	+$224K	6	4.23%	Increased
1874	Cozad Asset Management Champaign, Illinois	$19M	-$496K	6	5.57%	Reduced
1875	SWK Stephen W. Kidder	$19M	-$1.85M	5	6.93%	Reduced