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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
701	GW Henssler & Associates Kennesaw, Georgia	$43.4M	-$166K	4	5.61%	Reduced
702	NAM North American Management Boston, Massachusetts	$43.4M	-$2.09M	3	8.22%	Reduced
703	Pekin Hardy Strauss Chicago, Illinois	$43.2M	-$6.4M	4	6.84%	Reduced
704	NBT Bank Norwich, New York	$43.2M	-$347K	4	6.43%	Reduced
705	MIM Martin Investment Management Palm Beach Gardens, Florida	$43.1M	+$683K	3	9.36%	Increased
706	CR Intrinsic Investors Stamford, Connecticut	$43.1M	-$18M	2	1.33%	Reduced
707	Rathbones Group Liverpool, United Kingdom	$42.9M	-$925K	5	5%	Reduced
708	Bar Harbor Wealth Management Concord, New Hampshire	$42.8M	-$326K	5	6%	Reduced
709	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$42.6M	-$7.76M	1	2.82%	Reduced
710	ACR Alpine Capital Research St. Louis, Missouri	$42.5M	+$8.84M	1	9.89%	Increased
711	Alleghany Corporation New York	$42.4M	+$32.8M	4	2.23%	Increased
712	Bel Air Investment Advisors Los Angeles, California	$42.3M	+$212K	3	5.92%	Increased
713	Amica Pension Fund Board of Trustees Providence, Rhode Island	$41.8M	$0	7	6.03%	Maintained
714	GHA Garcia Hamilton & Associates Houston, Texas	$41.7M	-$6.93M	4	7.54%	Reduced
715	TCA Taconic Capital Advisors New York	$41.6M	+$3.29M	1	1.9%	Increased
716	ARTA A.R.T. Advisors New York	$41.6M	+$5.83M	7	2.27%	Increased
717	Ziegler Capital Management Chicago, Illinois	$41.4M	-$11.5M	9	3.61%	Reduced
718	BC Balestra Capital New York	$41.3M	-$59.1M	1	13.27%	Reduced
719	GMIM General Motors Investment Management New York	$41.2M	-$5.68M	7	3.61%	Reduced
720	Neville Rodie & Shaw New York	$41.2M	-$1.79M	5	4.79%	Reduced
721	Advisory Research Chicago, Illinois	$41.1M	+$678K	2	0.44%	Increased
722	BCM Brown Capital Management Baltimore, Maryland	$41M	-$33.5K	6	0.72%	Reduced
723	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$40.9M	+$4.45M	3	2.97%	Increased
724	Mid Continent Capital Chicago, Illinois	$40.8M	-$27.3M	4	2.87%	Reduced
725	NorthCoast Asset Management Greenwich, Connecticut	$40.8M	+$1.28M	1	2.78%	Increased