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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	LIC Lodestar Investment Counsel Chicago, Illinois	$44M	+$1.47M	6	6.26%	Increased
902	Edgemoor Investment Advisors Bethesda, Maryland	$44M	+$293K	3	6.94%	Increased
903	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$43.8M	+$8.04M	3	7.99%	Increased
904	Campbell Newman Asset Management Milwaukee, Wisconsin	$43.8M	+$6.67M	5	7.97%	Increased
905	VCM Violich Capital Management San Francisco, California	$43.5M	+$27.7K	6	13.74%	Increased
906	HSG Holding Na, Hong Kong	$43.3M	-$42.6M	1	5.15%	Reduced
907	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$43.2M	+$1.53M	5	9.63%	Increased
908	Raymond James Trust St. Petersburg, Florida	$43.1M	+$1.17M	8	3.8%	Increased
909	CCM Cobalt Capital Management Short Hills, New Jersey	$43.1M	+$3.3M	1	5.73%	Increased
910	FBC Fairfield, Bush & Co Darien, Connecticut	$43.1M	+$1.97M	6	14.95%	Increased
911	Central Trust Company Jefferson City, Missouri	$43M	+$678K	13	3.22%	Increased
912	Pillar Pacific Capital Management Pacifica, California	$42.9M	+$493K	8	7.24%	Increased
913	Citizens Financial Group Providence, Rhode Island	$42.9M	-$3.88M	11	4.12%	Reduced
914	RI Redwood Investments Boston, Massachusetts	$42.8M	+$9.7M	4	3.93%	Increased
915	Janney Capital Management Pittsburgh, Pennsylvania	$42.7M	+$42.1M	3	2.26%	Increased
916	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$42.6M	+$1.34M	4	4.46%	Increased
917	CC Colrain Capital Boston, Massachusetts	$42.4M	-$5.02M	4	8.45%	Reduced
918	TIAAOA Teachers Insurance & Annuity Association of America New York	$42.2M	$0	3	1.87%	Maintained
919	Osborne Partners Capital Management San Francisco, California	$42.1M	-$1.15M	6	6.28%	Reduced
920	GW Henssler & Associates Kennesaw, Georgia	$42M	-$3.01M	5	4.83%	Reduced
921	Altimeter Capital Management Boston, Massachusetts	$42M	+$2.47M	1	3.12%	Increased
922	Burney Company Reston, Virginia	$41.9M	+$1.98M	7	3.01%	Increased
923	Willis Investment Counsel Gainesville, Georgia	$41.8M	+$1.72M	2	3.56%	Increased
924	Bar Harbor Wealth Management Concord, New Hampshire	$41.7M	+$338K	7	4.85%	Increased
925	KP Kiltearn Partners Edinburgh, United Kingdom	$41.7M	-$239K	1	1.88%	Reduced