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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
1926	VST Van Strum & Towne San Francisco, California	$26.4M	-$3.98M	5	18.41%	Reduced
1927	Farmers & Merchants Trust Company Long Beach, California	$26.4M	+$475K	6	11.89%	Increased
1928	TFS Thoroughbred Financial Services Brentwood, Tennessee	$26.3M	-$15.3M	6	10.96%	Reduced
1929	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$26.3M	-$390K	5	7.57%	Reduced
1930	Alpha Omega Wealth Management Richmond, Virginia	$26.3M	-$630K	6	3.99%	Reduced
1931	Ramsay Stattman Vela & Price Colorado Springs, Colorado	$26.2M	-$406K	3	9.06%	Reduced
1932	NIC Northwest Investment Counselors Lake Oswego, Oregon	$26.2M	-$496K	5	10.09%	Reduced
1933	TLW Wealth Management Indian Rocks Beach, Florida	$26.2M	+$250K	3	22.64%	Increased
1934	Perennial Advisors New York	$26.2M	+$384K	7	11.15%	Increased
1935	Wittenberg Investment Management Carlisle, Massachusetts	$26.2M	-$2.06M	3	14.64%	Reduced
1936	Next Century Growth Investors Plymouth, Minnesota	$26.2M	+$506K	4	2.98%	Increased
1937	TrustCore Financial Services Brentwood, Tennessee	$26.1M	+$948K	11	4.52%	Increased
1938	Credential Qtrade Securities Vancouver,	$26.1M	+$2.16M	7	3.4%	Increased
1939	WEO William E. Oberndorf	$26.1M	-$9.8M	2	12.93%	Reduced
1940	HIM Hotaling Investment Management Wayne, Pennsylvania	$26.1M	-$346K	4	15.04%	Reduced
1941	Stratos Investment Management Beachwood, Ohio	$26M	+$1.04M	5	11.01%	Increased
1942	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$26M	+$12.4M	2	1.01%	Increased
1943	ECG EPIQ Capital Group San Francisco, California	$26M	-$4.02M	1	4.38%	Reduced
1944	Bernzott Capital Advisors Camarillo, California	$26M	-$5.15M	2	3.26%	Reduced
1945	Sloy Dahl & Holst Vancouver, Washington	$25.9M	-$897K	6	12.29%	Reduced
1946	McRae Capital Management Morristown, New Jersey	$25.9M	-$209K	3	9.69%	Reduced
1947	AJ Wealth Strategies New York	$25.7M	+$4.73M	7	2.85%	Increased
1948	Rikoon Group Santa Fe, New Mexico	$25.7M	+$1.71M	6	8.59%	Increased
1949	Hendley & Co Zanesville, Ohio	$25.6M	-$467K	3	12.11%	Reduced
1950	GFG Capital Miami, Florida	$25.6M	+$1.16M	5	10.99%	Increased