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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	HRC Hoertkorn Richard Charles	$24.4M	-$1.4M	8	16.16%	Reduced
2052	Blue Edge Capital Richmond, Virginia	$24.4M	-$286K	8	6.63%	Reduced
2053	QVT Financial New York	$24.4M	$0	1	2.97%	Maintained
2054	Naples Global Advisors Naples, Florida	$24.4M	+$146K	7	4.75%	Increased
2055	Trustmark National Bank Trust Department Jackson, Mississippi	$24.3M	-$627K	6	2.43%	Reduced
2056	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$24.3M	-$2.78M	5	4.61%	Reduced
2057	BCM Bayesian Capital Management Brooklyn, New York	$24.2M	+$6.93M	9	5.92%	Increased
2058	Greatmark Investment Partners Columbus, Georgia	$24.2M	-$3.79M	7	6.08%	Reduced
2059	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$24.2M	+$399K	5	9.42%	Increased
2060	LCP Legacy Capital Partners Milwaukee, Wisconsin	$24.1M	-$359K	6	9.77%	Reduced
2061	Court Place Advisors Ellicott City, Maryland	$24M	-$334K	4	8.98%	Reduced
2062	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$24M	-$68.6K	5	9.73%	Reduced
2063	Haverford Financial Services Radnor, Pennsylvania	$23.9M	-$145K	2	7.36%	Reduced
2064	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$23.8M	+$674K	7	7.58%	Increased
2065	RPg Family Wealth Advisory Burlington, Massachusetts	$23.8M	+$71.8K	7	12.49%	Increased
2066	Connable Office Inc Kalamazoo, Michigan	$23.8M	-$1.41M	5	4.44%	Reduced
2067	Oakcliff Capital Partners New York	$23.7M	$0	1	10.28%	Maintained
2068	FPFS First Personal Financial Services Charlotte, North Carolina	$23.7M	-$443K	7	7.55%	Reduced
2069	Keystone Financial Group (Kentucky) Lexington, Kentucky	$23.7M	+$283K	7	5.81%	Increased
2070	Harbour Investment Management Edmonds, Washington	$23.7M	-$558K	3	14.65%	Reduced
2071	Cooper Financial Group Irvine, California	$23.6M	-$1.24M	7	6.82%	Reduced
2072	McIlrath & Eck Arlington, Washington	$23.6M	+$217K	13	10.08%	Increased
2073	Frisch Financial Group Melville, New York	$23.6M	+$166K	7	10.25%	Increased
2074	Foundry Partners Minneapolis, Minnesota	$23.5M	+$16.1M	5	1.14%	Increased
2075	Mirova Paris, France	$23.5M	+$631K	6	3.79%	Increased