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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
976	Capital Investment Services of America Milwaukee, Wisconsin	$80.5M	+$1.07M	5	10.84%	Increased
977	Greenleaf Trust Kalamazoo, Michigan	$80.4M	+$850K	7	1.26%	Increased
978	Richard Bernstein Advisors New York	$80.2M	-$4.02M	5	2.6%	Reduced
979	Alerus Financial Grand Forks, North Dakota	$79.8M	+$1.36M	5	9.09%	Increased
980	Parthenon LLC Louisville, Kentucky	$79.8M	-$1.16M	5	15.92%	Reduced
981	ACA Abdiel Capital Advisors New York	$79M	+$843K	1	4.94%	Increased
982	Kintegral Advisory New York	$79M	$0	6	14.36%	Maintained
983	CAM Centre Asset Management New York	$79M	-$12.9M	4	18.52%	Reduced
984	Doyle Wealth Management St. Petersburg, Florida	$78.8M	+$5.46M	7	9.85%	Increased
985	SCM Somerset Capital Management London, United Kingdom	$78.7M	+$9.09M	1	15.8%	Increased
986	GPC Guardian Point Capital Charlottesville, Virginia	$78.6M	$0	2	26.33%	Maintained
987	Laird Norton Wetherby Wealth Management San Francisco, California	$78.6M	-$1.32M	13	7.74%	Reduced
988	FAB First American Bank Dundee, Illinois	$78.5M	+$74.6M	6	4.91%	New
989	D.J. St. Germain Springfield, Massachusetts	$78.3M	+$25.5M	6	6.57%	Increased
990	Perseverance Asset Management International George Town, Cayman Islands	$78M	+$69.1M	2	49.85%	New
991	Voya Financial Advisors Windsor, Connecticut	$77.8M	+$4.06M	7	3.83%	Increased
992	Lowe Brockenbrough & Co Richmond, Virginia	$77.8M	+$692K	6	9.64%	Increased
993	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$77.6M	+$45.2K	3	7.42%	Increased
994	WP Wedgewood Partners St Louis, Missouri	$77.5M	-$18.9M	2	7.86%	Reduced
995	BPI Battery Partners IX Boston, Massachusetts	$77.3M	+$1.81M	2	81.58%	Increased
996	Winton Group London, United Kingdom	$77M	-$331M	14	1.08%	Reduced
997	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$77M	-$25.8M	9	7.24%	Reduced
998	AG Aravt Global New York	$76.6M	+$115K	2	13.84%	Increased
999	BloombergSen Toronto, Ontario, Canada	$76.6M	+$638K	1	3.92%	Increased
1000	Pictet North America Advisors Geneva 73, Switzerland	$76.4M	+$545K	6	9.39%	Increased