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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	Grace Capital Quincy, Massachusetts	$19.3M	-$5.17M	7	9.21%	Reduced
1902	MKC M. Kraus & Co Shelburne, Vermont	$19.3M	+$16.2K	3	10.73%	Increased
1903	River Wealth Advisors Camp Hill, Pennsylvania	$19.3M	+$1.49M	8	7.51%	Increased
1904	Farmers Trust Company Youngstown, Ohio	$19.3M	+$350K	6	5.43%	Increased
1905	Weik Capital Management Wyomissing, Pennsylvania	$19.3M	-$1.28M	4	9.23%	Reduced
1906	M.D. Sass LLC New York	$19.2M	-$10.3M	3	4.45%	Reduced
1907	CMT Capital Markets Trading Frankfurt, Germany	$19.2M	+$16.2M	1	0.6%	Increased
1908	Turiya Advisors Asia Hong Kong	$19.1M	+$24.5M	1	12.42%	New
1909	Sound View Wealth Advisors Group Savannah, Georgia	$19.1M	+$18.9M	7	5.65%	New
1910	Hilton Capital Management Garden City, New York	$19.1M	-$2.61M	8	2.6%	Reduced
1911	Rock Creek Group Washington, District of Columbia	$19M	-$29.8M	5	8.69%	Reduced
1912	WESPAC Advisors SoCal Pasadena, California	$19M	-$420K	4	10.12%	Reduced
1913	SAM Sandell Asset Management New York	$18.9M	$0	3	2.14%	Maintained
1914	Whitegate Investment Counselors Concord, New Hampshire	$18.9M	-$435K	7	3.79%	Reduced
1915	Hodges Capital Management Dallas, Texas	$18.8M	-$18.1M	5	2.03%	Reduced
1916	Farmers & Merchants Trust Company Long Beach, California	$18.8M	-$207K	6	8.4%	Reduced
1917	Haverford Financial Services Radnor, Pennsylvania	$18.8M	-$136K	2	6.52%	Reduced
1918	HRC Hoertkorn Richard Charles	$18.8M	-$1.17M	8	12.48%	Reduced
1919	Ramsay Stattman Vela & Price Colorado Springs, Colorado	$18.8M	-$110K	3	6.69%	Reduced
1920	WEC White Elm Capital Greenwich, Connecticut	$18.8M	$0	1	4.61%	Maintained
1921	Shepherd Financial Partners Winchester, Massachusetts	$18.7M	+$44.8K	5	3.52%	Increased
1922	Beck Capital Management Austin, Texas	$18.7M	-$4.63M	4	9.88%	Reduced
1923	Greenwood Gearhart Fayetteville, Arkansas	$18.7M	+$391K	5	5.01%	Increased
1924	Barometer Capital Management Toronto, Ontario, Canada	$18.7M	-$6.93M	3	2.43%	Reduced
1925	Dillon & Associates Jackson, Michigan	$18.7M	+$1.46M	4	5.77%	Increased