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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	Kercheville Advisors San Antonio, Texas	$48.8M	-$8.07M	5	15.61%	Reduced
2227	Strong Tower Advisory Services Minneapolis, Minnesota	$48.8M	+$1M	5	9.18%	Increased
2228	Summit Global Investments Bountiful, Utah	$48.8M	+$2.08M	6	2.88%	Increased
2229	Jackson Square Capital San Francisco, California	$48.7M	-$22.7M	6	10.21%	Reduced
2230	Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$48.7M	-$733K	10	8.81%	Reduced
2231	California First Leasing Corp Newport Beach, California	$48.6M	+$4.94M	5	15.58%	Increased
2232	Cane Capital Partners Saint Francisville, Louisiana	$48.6M	+$3.82M	9	21.18%	Increased
2233	Brown, Lisle/Cummings Providence, Rhode Island	$48.5M	+$488K	15	12.12%	Increased
2234	Sigma Investment Counselors Northville, Michigan	$48.5M	-$1.33M	5	2.56%	Reduced
2235	Camden National Bank Camden, Maine	$48.4M	-$376K	6	6.54%	Reduced
2236	Drexel Morgan & Co Radnor, Pennsylvania	$48.4M	+$1.76M	5	7.09%	Increased
2237	Wilson Asset Management Sydney, Australia	$48.4M	-$9.35M	4	13.66%	Reduced
2238	MJP Michael J. Puzo	$48.4M	-$1.05M	4	14.08%	Reduced
2239	Bienville Capital Management New York	$48.3M	+$33.2M	7	8.78%	Increased
2240	Weik Capital Management Wyomissing, Pennsylvania	$48.3M	-$1.61M	5	19.22%	Reduced
2241	TM TigerOak Management Albuquerque, New Mexico	$48.2M	+$447K	6	15.2%	Increased
2242	BFM Blacksheep Fund Management Co. Dublin, Ireland	$48.2M	+$19.2M	1	19.49%	Increased
2243	Sax Wealth Advisors Parsippany, New Jersey	$48.2M	-$1.95M	7	2.33%	Reduced
2244	Boyd Watterson Asset Management Cleveland, Ohio	$48.2M	-$2.08M	9	14.79%	Reduced
2245	McGuire Investment Group Wakefield, Rhode Island	$48.1M	-$2.15M	4	5.44%	Reduced
2246	Brave Asset Management Summit, New Jersey	$48M	-$329K	6	11.24%	Reduced
2247	111 Capital Paris, France	$48M	+$2.03M	7	11.82%	Increased
2248	Gavilan Investment Partners Burlingame, California	$47.9M	$0	1	12.87%	Maintained
2249	Fortis Capital Advisors Prairie Village, Kansas	$47.8M	+$6.76M	12	6.26%	Increased
2250	Hanson & Doremus Investment Management Burlington, Vermont	$47.6M	+$2.75M	12	5.48%	Increased