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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
2126	CAM Cypress Asset Management Houston, Texas	$5.54M	+$1.05M	5	1.1%	Increased
2127	Holderness Investments Company Greensboro, North Carolina	$5.51M	-$117K	3	5.55%	Reduced
2128	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$5.5M	+$421K	7	5%	Increased
2129	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$5.5M	-$53.9K	3	6.86%	Reduced
2130	FSA Financial Sense Advisors San Diego, California	$5.5M	+$326K	1	3.09%	Increased
2131	BO Bank OZK Little Rock, Arkansas	$5.48M	+$815K	5	1.99%	Increased
2132	PC Permit Capital West Conshohocken, Pennsylvania	$5.44M	-$884K	3	3.87%	Reduced
2133	Graham Capital Management Rowayton, Connecticut	$5.4M	+$5.11M	1	0.28%	New
2134	GIA Gargoyle Investment Advisor Englewood, New Jersey	$5.4M	-$775K	3	2.02%	Reduced
2135	First Merchants Corp Muncie, Indiana	$5.4M	+$127K	2	1.78%	Increased
2136	FP FDO Partners Cambridge, Massachusetts	$5.39M	+$658K	4	2.92%	Increased
2137	MC Marcus Capital Northbrook, Illinois	$5.38M	+$934K	3	5.66%	Increased
2138	LA Linden Advisors New York	$5.37M	+$2.84M	2	0.24%	Increased
2139	Comerica Securities Detroit, Michigan	$5.36M	+$314K	6	1.14%	Increased
2140	ACM Ativo Capital Management Chicago, Illinois	$5.32M	-$1.08M	2	1.3%	Reduced
2141	WAS Winch Advisory Services Appleton, Wisconsin	$5.31M	+$546K	6	6.44%	Increased
2142	WAS WESPAC Advisors SoCal Pasadena, California	$5.31M	+$117K	9	3.46%	Increased
2143	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$5.31M	-$351K	7	5.25%	Reduced
2144	LaFleur & Godfrey Grand Rapids, Michigan	$5.3M	+$665K	1	1.57%	Increased
2145	OCMI Oaktop Capital Management II Chatham, New Jersey	$5.29M	$0	1	1.28%	Maintained
2146	GLI Guardian Life Insurance New York	$5.28M	+$44.9K	10	0.41%	Increased
2147	CIP Capital Insight Partners Scottsdale, Arizona	$5.28M	-$19.9K	4	5.01%	Reduced
2148	BMM Buffington Mohr McNeal Boise, Idaho	$5.25M	-$9.8K	4	2.31%	Reduced
2149	ST Somerset Trust Somerset, Pennsylvania	$5.25M	+$1.26M	2	3.24%	Increased
2150	HCA Horan Capital Advisors Cincinnati, Ohio	$5.24M	+$120K	4	4.26%	Increased