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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	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$20.1M	-$73K	5	5.73%	Reduced
1852	White Pine Investment Company Livonia, Michigan	$20M	+$217K	4	10%	Increased
1853	Hills Bank & Trust North Liberty, Iowa	$19.9M	+$1.33M	5	5.36%	Increased
1854	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$19.9M	+$345K	8	9.47%	Increased
1855	United Bank (Virginia) Vienna, Virginia	$19.9M	-$444K	6	3.58%	Reduced
1856	North Peak Capital Management New York	$19.9M	+$17.3M	1	12.8%	New
1857	Argyle Capital Management Center Valley, Pennsylvania	$19.9M	-$96.9K	5	7.64%	Reduced
1858	Rice Hall James & Associates San Diego, California	$19.8M	+$4.66M	3	0.64%	Increased
1859	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$19.8M	+$13.3K	6	6.92%	Increased
1860	Walter & Keenan Wealth Management Souh Bend, Indiana	$19.8M	-$113K	6	8.7%	Reduced
1861	Ibex Investors Denver, Colorado	$19.7M	-$191K	2	1.76%	Reduced
1862	BC Bruce & Co Chicago, Illinois	$19.7M	$0	1	3.85%	Maintained
1863	Forvis Mazars Wealth Advisors Springfield, Missouri	$19.7M	+$5.21M	6	1.63%	Increased
1864	Comerica Securities Detroit, Michigan	$19.7M	+$187K	10	2.21%	Increased
1865	Weik Capital Management Wyomissing, Pennsylvania	$19.7M	+$170K	4	9.59%	Increased
1866	Brasada Capital Management Houston, Texas	$19.6M	+$472K	4	5.85%	Increased
1867	Condor Capital Management Martinsville, New Jersey	$19.5M	+$17.4K	7	3.18%	Increased
1868	MCG McCollum Christoferson Group Amherst, New York	$19.5M	+$532K	5	7.17%	Increased
1869	DA DSC Advisors Chicago, Illinois	$19.4M	-$3.39M	6	3.57%	Reduced
1870	HRC Hoertkorn Richard Charles	$19.4M	-$1.49M	8	12.9%	Reduced
1871	PWW Pettyjohn Wood & White Lynchburg, Virginia	$19.4M	+$847K	6	6.33%	Increased
1872	Whitener Capital Management Rocky Mount, North Carolina	$19.3M	-$1.49M	10	12.66%	Reduced
1873	Beacon Pointe Advisors Newport Beach, California	$19.3M	+$11.4M	6	7.25%	Increased
1874	Vishria Bird Financial Group Memphis, Tennessee	$19.3M	-$152K	5	19.54%	Reduced
1875	Ion Asset Management Herzliya, Israel	$19.3M	+$232M	1	5.71%	New