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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	Baldwin Wealth Partners Marion, Massachusetts	$29.3M	-$1.41M	5	4.36%	Reduced
927	Taurus Asset Management New York	$29.3M	+$105K	4	5.67%	Increased
928	FAM Foxhaven Asset Management Charlottesville, Virginia	$29.3M	+$3.02M	1	6.95%	Increased
929	Veritas Investment Management (UK) London, United Kingdom	$29.1M	-$4.11M	2	20.77%	Reduced
930	Crestwood Advisors Group Boston, Massachusetts	$29.1M	+$12.5M	5	4.64%	Increased
931	Maj Invest Holding A/S Copenhagen K, Denmark	$28.9M	-$9.11M	2	10.88%	Reduced
932	FirstMerit Bank N.A. Trustee Akron, Ohio	$28.7M	-$795K	4	2.4%	Reduced
933	MAM Mastrapasqua Asset Management Nashville, Tennessee	$28.7M	+$4.42M	4	6.59%	Increased
934	Arvest Trust Bartlesville, Oklahoma	$28.5M	+$88.8K	3	2.64%	Increased
935	Raymond James Trust St. Petersburg, Florida	$28.5M	+$2.03M	6	3.27%	Increased
936	HA Hays Advisory Franklin, Tennessee	$28.5M	+$10.2M	2	3.58%	Increased
937	Palisade Asset Management Minneapolis, Minnesota	$28.5M	+$1.85M	3	5.98%	Increased
938	Rothschild Investment LLC Chicago, Illinois	$28.4M	-$108K	5	3.64%	Reduced
939	General American Investors New York	$28.4M	-$5.57M	1	2.31%	Reduced
940	JEW Jamison Eaton & Wood Bedminster, New Jersey	$28.4M	-$712K	4	7.81%	Reduced
941	LMR Partners London, United Kingdom	$28.3M	-$2.57M	3	2.36%	Reduced
942	Essex Investment Management Boston, Massachusetts	$28.3M	-$9.43M	4	4.17%	Reduced
943	SAMNY Samsung Asset Management (New York) New York	$28.2M	+$8.9K	5	8.79%	Increased
944	Cobblestone Capital Advisors Rochester, New York	$28.1M	-$5.94M	6	5.28%	Reduced
945	AVC Arlington Value Capital Salt Lake City, Utah	$28M	+$724K	1	6.16%	Increased
946	First Allied Advisory Services San Diego, California	$27.8M	+$1.17M	5	2.04%	Increased
947	Halsey Associates New Haven, Connecticut	$27.7M	+$1.63M	5	6.1%	Increased
948	TCM Tradewinds Capital Management Bellingham, Washington	$27.7M	-$1.05M	8	21.08%	Reduced
949	MIM Marco Investment Management Atlanta, Georgia	$27.6M	+$1.05M	6	5.28%	Increased
950	PCM Proxima Capital Management New York	$27.6M	$0	1	3.25%	Maintained