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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
901	LGT Capital Partners Pfaeffikon, Switzerland	$37.4M	-$3.76M	3	10.94%	Reduced
902	CCM Cadence Capital Management Boston, Massachusetts	$37.4M	-$3.17M	6	2.62%	Reduced
903	KCP KDI Capital Partners Raleigh, North Carolina	$37.3M	+$28.8M	3	10.85%	Increased
904	Halsey Associates New Haven, Connecticut	$37.2M	-$1.12M	6	8.73%	Reduced
905	Belvedere Trading Chicago, Illinois	$37.1M	+$7.11M	1	7.7%	Increased
906	North Star Asset Management Neenah, Wisconsin	$36.9M	+$62.5K	5	4.6%	Increased
907	Capital Investment Services of America Milwaukee, Wisconsin	$36.8M	+$970K	4	8.79%	Increased
908	Neville Rodie & Shaw New York	$36.5M	-$414K	5	4.47%	Reduced
909	EP Wealth Advisors Torrance, California	$36.4M	+$9.22M	6	6.94%	Increased
910	Taurus Asset Management New York	$36.3M	+$11.1M	5	7.01%	Increased
911	Country Club Trust Kansas City, Missouri	$36.3M	-$1.02M	5	5.58%	Reduced
912	Tufton Capital Management Hunt Valley, Maryland	$36.2M	-$1.91M	4	7.94%	Reduced
913	Cobblestone Capital Advisors Rochester, New York	$36.2M	-$11.1K	7	5.77%	Reduced
914	Aviance Capital Management Sarasota, Florida	$36.1M	+$37.1M	4	1.27%	New
915	Formuepleje A/S Aarhus C, Denmark	$36.1M	-$21.9M	2	4.4%	Reduced
916	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$36.1M	+$731K	2	6.24%	Increased
917	Private Wealth Partners Mill Valley, California	$36M	+$1.8M	6	9.06%	Increased
918	CCM Century Capital Management Boston, Massachusetts	$35.9M	+$1.32M	5	2.04%	Increased
919	Landscape Capital Management Englewood, New Jersey	$35.8M	+$20.1M	2	4.87%	Increased
920	Davidson Investment Advisors Great Falls, Montana	$35.8M	-$3.86M	4	6.47%	Reduced
921	AMI Asset Management Los Angeles, California	$35.6M	+$8.2M	1	2.72%	Increased
922	SG Swarthmore Group Philadelphia, Pennsylvania	$35.6M	-$10.2M	2	3.79%	Reduced
923	Cetera Advisor Networks El Segundo, California	$35.6M	+$429K	6	2.43%	Increased
924	EULAV Asset Management Sarasota, Florida	$35.6M	+$10.3M	5	2.02%	Increased
925	Central Trust Company Jefferson City, Missouri	$35.4M	+$4.79M	10	3.08%	Increased