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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	CT Chicago Trust Grayslake, Illinois	$19.5M	+$20.2K	7	7.95%	Increased
2052	HeadInvest LLC Portland, Maine	$19.5M	+$174K	6	5.61%	Increased
2053	Oakcliff Capital Partners New York	$19.5M	$0	1	11.65%	Maintained
2054	Kemper Corp Master Retirement Trust Chicago, Illinois	$19.5M	+$665K	4	9%	Increased
2055	SIG Schaller Investment Group Winston Salem, North Carolina	$19.5M	-$3.15M	4	20.37%	Reduced
2056	Sound View Wealth Advisors Group Savannah, Georgia	$19.5M	-$858K	7	5.5%	Reduced
2057	BFAM Partners Northpoint, Hong Kong, Hong Kong	$19.5M	+$18.8M	1	3.99%	New
2058	Sargent Investment Group Bethesda, Maryland	$19.5M	-$23.3K	6	7.14%	Reduced
2059	Morris Capital Advisors Malvern, Pennsylvania	$19.5M	-$932K	6	16.29%	Reduced
2060	Aspiriant LLC Los Angeles, California	$19.4M	+$142K	7	1.8%	Increased
2061	CFSG Community Financial Services Group Newport, Vermont	$19.4M	+$344K	3	5.04%	Increased
2062	WESPAC Advisors SoCal Pasadena, California	$19.4M	-$1.93M	3	9.22%	Reduced
2063	Exane Derivatives Paris, France	$19.4M	+$12.9M	10	3.59%	Increased
2064	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$19.4M	-$1.52M	4	3.87%	Reduced
2065	Aubrey Capital Management Edinburgh, United Kingdom	$19.4M	-$998K	3	10.97%	Reduced
2066	Olstein Capital Management Purchase, New York	$19.4M	-$4.35M	3	3%	Reduced
2067	Haverford Financial Services Radnor, Pennsylvania	$19.3M	-$665K	2	6.14%	Reduced
2068	NTV Asset Management Charleston, West Virginia	$19.3M	+$748K	7	4.91%	Increased
2069	Stokes Family Office New Orleans, Louisiana	$19.3M	+$18.5M	6	4.28%	New
2070	NME Notis-McConarty Edward	$19.2M	-$383K	5	8.55%	Reduced
2071	BW Gestao de Investimentos Sao Paulo, Brazil	$19.2M	-$2.48M	5	5.01%	Reduced
2072	Mission Creek Capital Partners San Francisco, California	$19.2M	+$19.1M	7	8.8%	New
2073	Old Second National Bank of Aurora Aurora, Illinois	$19.2M	-$122K	7	5.77%	Reduced
2074	Centaurus Financial Anaheim, California	$19.2M	+$2.78M	11	2.69%	Increased
2075	Clear Harbor Asset Management Stamford, Connecticut	$19.2M	+$426K	12	3.33%	Increased