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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
1001	Arvest Bank Trust Division Dewey, Oklahoma	$28.5M	+$463K	3	2.5%	Increased
1002	HA Hays Advisory Franklin, Tennessee	$28.5M	-$2.35M	2	3.81%	Reduced
1003	FBC Fairfield, Bush & Co Darien, Connecticut	$28.4M	+$1.28M	5	8.14%	Increased
1004	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$28.3M	+$4.07M	2	5.93%	Increased
1005	Boston Common Asset Management Boston, Massachusetts	$28.1M	-$666K	4	1.57%	Reduced
1006	TCSAM Tyrus Capital S.A.M. Monaco	$28M	+$28.7M	1	4.94%	New
1007	Willis Investment Counsel Gainesville, Georgia	$28M	+$10.2M	2	2.62%	Increased
1008	MC MSF Capital New York	$28M	-$472K	2	6.64%	Reduced
1009	SIG Schooner Investment Group Wayne, Pennsylvania	$28M	+$4.15M	6	7.36%	Increased
1010	Global X Management Company New York	$28M	+$8.65M	9	1.55%	Increased
1011	Baskin Financial Services Toronto, Ontario, Canada	$27.9M	+$9.17M	3	9.04%	Increased
1012	Palisade Asset Management Minneapolis, Minnesota	$27.9M	-$838K	3	5.48%	Reduced
1013	PP Prospector Partners Guilford, Connecticut	$27.9M	-$938K	2	2.11%	Reduced
1014	TCM Tradewinds Capital Management Bellingham, Washington	$27.8M	-$1.5M	9	20.1%	Reduced
1015	Cobblestone Capital Advisors Rochester, New York	$27.8M	-$435K	6	4.95%	Reduced
1016	Grandfield & Dodd New York	$27.7M	-$62.4K	4	4.28%	Reduced
1017	Roffman Miller Associates Philadelphia, Pennsylvania	$27.7M	+$307K	3	5.38%	Increased
1018	AWCI Alpine Woods Capital Investors Purchase, New York	$27.7M	-$2.15M	2	1.42%	Reduced
1019	Kanawha Capital Management Richmond, Virginia	$27.4M	+$421K	4	4.79%	Increased
1020	JEW Jamison Eaton & Wood Bedminster, New Jersey	$27.4M	-$594K	4	7.6%	Reduced
1021	Capstone Investment Advisors New York	$27.4M	-$2.63M	6	0.39%	Reduced
1022	GPCM Greenbrier Partners Capital Management Dallas, Texas	$27.3M	$0	1	6.62%	Maintained
1023	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$27.3M	-$17.7M	4	2.72%	Reduced
1024	Atwood & Palmer Kansas City, Missouri	$27.3M	-$621K	5	5.09%	Reduced
1025	Robeco Schweiz Zurich, Switzerland	$27.3M	-$6.13M	4	2.08%	Reduced