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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
1901	Waldron Private Wealth Bridgeville, Pennsylvania	$16.5M	+$3.67M	6	2.38%	Increased
1902	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$16.5M	-$2.53M	3	8.89%	Reduced
1903	Adalta Capital Management New York	$16.4M	-$44.8K	5	15.35%	Reduced
1904	Anchor Investment Management Columbia, South Carolina	$16.4M	-$14.7M	10	4.68%	Reduced
1905	Old Second National Bank of Aurora Aurora, Illinois	$16.4M	-$1.17M	8	6.68%	Reduced
1906	Hedeker Wealth Lincolnshire, Illinois	$16.4M	+$157K	5	13.14%	Increased
1907	Vishria Bird Financial Group Memphis, Tennessee	$16.3M	+$3.5M	5	18.08%	Increased
1908	Grace Capital Quincy, Massachusetts	$16.3M	+$2.99M	7	7.58%	Increased
1909	Raging Capital Management Rocky Hill, New Jersey	$16.3M	+$17.6M	2	2.34%	New
1910	BCM Bayesian Capital Management Brooklyn, New York	$16.3M	+$6.43M	9	3.33%	Increased
1911	Greatmark Investment Partners Columbus, Georgia	$16.3M	-$932K	5	5.83%	Reduced
1912	MCG McCollum Christoferson Group Amherst, New York	$16.3M	+$78.3K	4	6.86%	Increased
1913	Bar Harbor Trust Services Ellsworth, Maine	$16.3M	-$439K	4	11.63%	Reduced
1914	LJHT Laurie J. Hall Trustee	$16.3M	-$817K	9	8.96%	Reduced
1915	Dillon & Associates Jackson, Michigan	$16.2M	-$136K	4	6.18%	Reduced
1916	Stanley Capital Management Houston, Texas	$16.2M	$0	3	9.29%	Maintained
1917	Qtron Investments Boston, Massachusetts	$16.2M	+$17.4M	8	12.43%	New
1918	Prime Capital Investment Advisors Overland Park, Kansas	$16.2M	+$5.84M	7	5.86%	Increased
1919	CFSG Community Financial Services Group Newport, Vermont	$16.1M	+$446K	4	6.12%	Increased
1920	Garde Capital Seattle, Washington	$16.1M	-$270K	7	2.85%	Reduced
1921	Ardsley Advisory Partners Stamford, Connecticut	$16M	-$7.99M	2	4.03%	Reduced
1922	Hayek Kallen Investment Management Fairhope, Alabama	$16M	-$122K	4	11.49%	Reduced
1923	PWW Pettyjohn Wood & White Lynchburg, Virginia	$16M	+$39.2K	6	5.87%	Increased
1924	Hills Bank & Trust North Liberty, Iowa	$16M	+$752K	5	4.96%	Increased
1925	BCA Bray Capital Advisors Naples, Florida	$16M	+$1.36M	8	7.99%	Increased