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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
2051	HCM Habrok Capital Management London, United Kingdom	$4.13M	+$4.07M	1	49.52%	New
2052	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$4.12M	-$317K	1	2.95%	Reduced
2053	Chilton Investment Company Stamford, Connecticut	$4.12M	-$1.28M	4	0.14%	Reduced
2054	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$4.1M	-$1.26M	2	3.53%	Reduced
2055	HPBT High Point Bank & Trust High Point, North Carolina	$4.1M	+$22.4K	6	1.38%	Increased
2056	MBE Michael B. Elefante	$4.1M	-$6.86M	5	4.48%	Reduced
2057	ICOA Investment Centers of America Bismarck, North Dakota	$4.08M	-$190K	5	0.88%	Reduced
2058	CL CFS LLC Oklahoma City, Oklahoma	$4.07M	-$2.92M	3	5.92%	Reduced
2059	CSUI Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$4.07M	$0	2	4.78%	Maintained
2060	LPC Loeb Partners Corp New York	$4.06M	-$276K	4	1.21%	Reduced
2061	Punch & Associates Investment Management Edina, Minnesota	$4.06M	-$27.6K	1	0.52%	Reduced
2062	Baldwin Investment Management West Conshohocken, Pennsylvania	$4.06M	-$27.7K	5	1.57%	Reduced
2063	DVM Dreman Value Management West Palm Beach, Florida	$4.05M	-$3.05M	4	0.33%	Reduced
2064	MM Meridian Management Little Rock, Arkansas	$4.05M	$0	2	2.94%	Maintained
2065	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$4.05M	+$3.91M	3	4.06%	New
2066	IIM Ironwood Investment Management Boston, Massachusetts	$4.04M	-$117K	2	0.74%	Reduced
2067	Northeast Financial Consultants Westport, Connecticut	$4.03M	$0	3	2.12%	Maintained
2068	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$4.03M	+$88.6K	4	4.03%	Increased
2069	ARGA Investment Management Stamford, Connecticut	$4.02M	$0	1	1.56%	Maintained
2070	GC Gratry & Company Beachwood, Ohio	$4.02M	-$2.1M	2	1.32%	Reduced
2071	WOC West Oak Capital Westlake Village, California	$4.01M	+$180K	5	2.91%	Increased
2072	PVWM Point View Wealth Management Summit, New Jersey	$4M	+$174K	3	2.97%	Increased
2073	Forward Management San Francisco, California	$3.99M	+$719K	4	0.22%	Increased
2074	FMB Field & Main Bank Henderson, Kentucky	$3.98M	+$706K	6	3.73%	Increased
2075	SVA Wealth Management Madison, Wisconsin	$3.98M	+$221K	4	1.45%	Increased