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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
926	JEW Jamison Eaton & Wood Bedminster, New Jersey	$29.3M	-$1.1M	4	8.12%	Reduced
927	PCM Proxima Capital Management New York	$29.3M	+$28M	1	5.51%	New
928	Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$29.2M	-$1.02M	5	4.74%	Reduced
929	Visium Asset Management New York	$29.2M	+$10.9M	7	0.47%	Increased
930	Glade Brook Capital Partners Greenwich, Connecticut	$29.1M	+$26.7M	1	4.48%	New
931	Convergence Investment Partners Palm Beach Gardens, Florida	$29.1M	-$904K	6	4.43%	Reduced
932	AVC Arlington Value Capital Salt Lake City, Utah	$29M	+$4.06M	1	7.45%	Increased
933	Amalgamated Bank New York	$28.9M	-$639K	9	4.98%	Reduced
934	Rockland Trust Hanover, Massachusetts	$28.5M	+$943K	3	6.7%	Increased
935	LRPA L. Roy Papp & Associates Phoenix, Arizona	$28.5M	-$3.17M	4	6.63%	Reduced
936	TCM Tradewinds Capital Management Bellingham, Washington	$28.4M	-$953K	7	23.25%	Reduced
937	Rothschild Investment LLC Chicago, Illinois	$28.4M	+$911K	5	3.83%	Increased
938	F.L. Putnam Investment Management Lynnfield, Massachusetts	$28.3M	-$1.43M	3	3.36%	Reduced
939	Curi RMB Capital Chicago, Illinois	$28M	-$109K	5	1.93%	Reduced
940	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$28M	+$7.69M	8	5.64%	Increased
941	KCP KDI Capital Partners Raleigh, North Carolina	$27.8M	-$1.48M	2	6.61%	Reduced
942	Stephens Inc Little Rock, Arkansas	$27.8M	+$40.3K	7	1.51%	Increased
943	BCM Buckhead Capital Management Atlanta, Georgia	$27.8M	-$299K	4	3.53%	Reduced
944	Atwood & Palmer Kansas City, Missouri	$27.7M	-$10.6M	3	6.48%	Reduced
945	TCV Trust & Wealth Management Richmond, Virginia	$27.6M	-$31.3K	4	4.65%	Reduced
946	MC MSF Capital New York	$27.5M	-$276K	2	6.2%	Reduced
947	Great Lakes Advisors Chicago, Illinois	$27.4M	+$1.18M	5	1.19%	Increased
948	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$27.3M	-$12.4M	4	1.78%	Reduced
949	Night Owl Capital Management Greenwich, Connecticut	$27.3M	-$7.02M	2	12.1%	Reduced
950	Palisade Asset Management Minneapolis, Minnesota	$27.2M	+$1.37M	3	5.97%	Increased