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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
2401	Cincinnati Casualty Company Fairfield, Ohio	$10.7M	$0	1	8.23%	Maintained
2402	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$10.7M	+$179K	4	4.57%	Increased
2403	AAA Adams Asset Advisors Dallas, Texas	$10.7M	-$605K	3	1.65%	Reduced
2404	Meristem Family Wealth Minnetonka, Minnesota	$10.7M	+$3.02M	6	3.26%	Increased
2405	Abbot Financial Management Andover, Massachusetts	$10.7M	+$41.3K	5	7.75%	Increased
2406	SNS Financial Group Minneapolis, Minnesota	$10.7M	-$2.01M	6	2.01%	Reduced
2407	Long Road Investment Counsel Kalamazoo, Michigan	$10.7M	-$38.8K	4	6.3%	Reduced
2408	FormulaFolio Investments Grand Rapids, Michigan	$10.7M	+$600K	7	0.45%	Increased
2409	Zuckerman Investment Group Chicago, Illinois	$10.7M	-$35.5K	1	2.36%	Reduced
2410	Grove Bank & Trust Miami, Florida	$10.7M	-$19.9K	6	3.9%	Reduced
2411	Fort LP Chevy Chase, Maryland	$10.7M	+$802K	7	2.05%	Increased
2412	Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$10.6M	-$197K	14	2.31%	Reduced
2413	Horan Capital Advisors Cincinnati, Ohio	$10.6M	-$719K	4	7.14%	Reduced
2414	Tributary Capital Management Omaha, Nebraska	$10.6M	-$259K	6	0.75%	Reduced
2415	Investment Counsel Petoskey, Michigan	$10.6M	-$203K	5	7.73%	Reduced
2416	Bell Bank Fargo, North Dakota	$10.5M	+$8.86K	6	2.37%	Increased
2417	Clear Perspective Advisors Aurora, Illinois	$10.5M	+$627K	6	6.76%	Increased
2418	Beacon Financial Group Dallas, Texas	$10.5M	-$1.72M	7	1.8%	Reduced
2419	Machina Capital Paris, France	$10.5M	+$2.05M	10	3.93%	Increased
2420	ABP Arthur B. Page	$10.5M	-$56.2K	3	8.61%	Reduced
2421	WA1 Wimmer Associates 1 Pasadena, California	$10.5M	-$553K	5	9.19%	Reduced
2422	CAMG Solamere Management Charlotte, North Carolina	$10.5M	+$4.92M	4	4.81%	Increased
2423	Rowlandmiller & Partners Atlanta, Georgia	$10.5M	+$1.75M	3	3.64%	Increased
2424	Patten Group Chattanooga, Tennessee	$10.5M	+$50.5K	6	4.28%	Increased
2425	Bank OZK Little Rock, Arkansas	$10.5M	-$121K	5	4.55%	Reduced