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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
2226	Brown Shipley & Co London, United Kingdom	$57.6M	-$2.52M	6	30.83%	Reduced
2227	SWK Stephen W. Kidder	$57.6M	-$1.45M	4	16.25%	Reduced
2228	SHFA SS&H Financial Advisors Troy, Michigan	$57.6M	+$2.06M	7	16.81%	Increased
2229	Long Corridor Asset Management Hong Kong	$57.6M	-$6.19M	2	3.73%	Reduced
2230	Ceredex Value Advisors Orlando, Florida	$57.5M	-$126M	2	1.73%	Reduced
2231	Shikiar Asset Management New York	$57.5M	-$967K	6	14.32%	Reduced
2232	Shay Capital New York	$57.4M	+$23.7M	10	5.93%	Increased
2233	Pzena Investment Management New York	$57.3M	+$46.3M	2	0.17%	Increased
2234	CCM Conway Capital Management Burbank, California	$57.2M	+$430K	4	24.28%	Increased
2235	Rowlandmiller & Partners Atlanta, Georgia	$57.2M	+$577K	6	11.04%	Increased
2236	MJP Michael J. Puzo	$56.9M	-$2.47M	4	15.49%	Reduced
2237	Roberts Wealth Advisors Palo Alto, California	$56.9M	-$3.39M	6	14.85%	Reduced
2238	Chemung Canal Trust Elmira, New York	$56.8M	-$921K	5	11.24%	Reduced
2239	MAM Mystic Asset Management Warwick, Rhode Island	$56.7M	-$844K	9	12.83%	Reduced
2240	Claro Advisors Boston, Massachusetts	$56.6M	+$1.94M	8	7.72%	Increased
2241	Radnor Capital Management Wayne, Pennsylvania	$56.6M	+$1.11M	8	8.41%	Increased
2242	Renaissance Investment Group Lenox, Massachusetts	$56.6M	-$1.59M	4	11.41%	Reduced
2243	McRae Capital Management Morristown, New Jersey	$56.6M	-$134K	5	11.55%	Reduced
2244	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$56.5M	+$2.41M	7	1.86%	Increased
2245	J. Safra Asset Management New York	$56.5M	+$23.7M	12	2.96%	Increased
2246	TLW Wealth Management Indian Rocks Beach, Florida	$56.5M	-$2.51M	3	32.56%	Reduced
2247	Regatta Capital Group El Segundo, California	$56.5M	+$220K	6	8.53%	Increased
2248	Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$56.4M	-$53.5K	10	10.4%	Reduced
2249	Parr McKnight Wealth Management Group Minneapolis, Minnesota	$56.4M	-$174K	5	7.4%	Reduced
2250	Hudson Value Partners Palm Beach, Florida	$56.4M	+$733K	6	16.79%	Increased