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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
876	Graham Holdings Company Arlington, Virginia	$167M	$0	1	25.03%	Maintained
877	Community Trust & Investment Versailles, Kentucky	$166M	+$1.39M	4	13.9%	Increased
878	SteelPeak Wealth Woodland Hills, California	$165M	+$4.4M	10	10.37%	Increased
879	Roffman Miller Associates Philadelphia, Pennsylvania	$165M	+$1.64M	6	13.07%	Increased
880	Perigon Wealth Management San Francisco, California	$165M	+$1.15M	14	6.68%	Increased
881	Bryn Mawr Capital Management Philadelphia, Pennsylvania	$164M	+$59.4M	8	10.74%	Increased
882	GW & Wade Wellesley, Massachusetts	$164M	+$3.26M	8	6.11%	Increased
883	Laurion Capital Management New York	$163M	-$39.9M	4	1%	Reduced
884	Smith Salley Wealth Management Greensboro, North Carolina	$163M	+$5.87M	5	12.1%	Increased
885	General American Investors New York	$163M	-$1.95M	3	14.6%	Reduced
886	Calamos Wealth Management Naperville, Illinois	$163M	-$4.01M	7	12.34%	Reduced
887	Letko, Brosseau & Associates Montreal, Quebec, Canada	$163M	-$48.1M	4	3.19%	Reduced
888	Cooperman Leon G	$163M	$0	2	8.52%	Maintained
889	Longbow Finance Lutry, Switzerland	$162M	+$29.9M	4	19.47%	Increased
890	Reynders McVeigh Capital Management Boston, Massachusetts	$161M	+$3.01M	9	11.09%	Increased
891	NM NWI Management New York	$161M	+$108M	5	7.85%	Increased
892	Citizens Financial Group Providence, Rhode Island	$161M	-$18.6M	6	6.55%	Reduced
893	Delta Asset Management Memphis, Tennessee	$160M	-$766K	11	16.68%	Reduced
894	Joel Isaacson & Co New York	$160M	+$2.81M	9	10.95%	Increased
895	Norris Perne & French Grand Rapids, Michigan	$160M	-$131K	6	13.96%	Reduced
896	Virtu Financial New York	$160M	+$44.5M	11	15.89%	Increased
897	CDH Charles D. Hyman	$160M	+$196K	7	10.39%	Increased
898	Sandy Spring Bank Olney, Maryland	$158M	-$947K	16	8.81%	Reduced
899	Empire Life Investments Toronto, Ontario, Canada	$158M	+$6.27M	4	11.59%	Increased
900	Auto-Owners Insurance Lansing, Michigan	$158M	$0	6	5.29%	Maintained