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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	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$27.4M	+$887K	2	5.91%	Increased
1002	Boston Common Asset Management Boston, Massachusetts	$27.4M	+$299K	4	1.46%	Increased
1003	Palisade Asset Management Minneapolis, Minnesota	$27.4M	+$1.38M	3	5.39%	Increased
1004	Rothschild Investment LLC Chicago, Illinois	$27.3M	-$960K	6	3.2%	Reduced
1005	Pictet North America Advisors Geneva 73, Switzerland	$27.2M	-$2.3M	5	5.18%	Reduced
1006	Veritas Investment Management (UK) London, United Kingdom	$27.1M	-$6.09M	3	20.22%	Reduced
1007	GCM GoodHaven Capital Management Millburn, New Jersey	$27.1M	-$7.49M	2	8.26%	Reduced
1008	SIG Schaller Investment Group Winston Salem, North Carolina	$27M	-$1.09M	3	16.48%	Reduced
1009	AHL Partners London, United Kingdom	$26.9M	+$8.42M	10	1.07%	Increased
1010	3CP 3G Capital Partners New York	$26.8M	+$26M	1	2.29%	New
1011	Kimelman & Baird New York	$26.8M	-$225K	3	4.88%	Reduced
1012	Delta Asset Management Memphis, Tennessee	$26.7M	+$1.56M	6	5.06%	Increased
1013	HCCM Herring Creek Capital Management Stamford, Connecticut	$26.7M	+$26.3M	2	6.35%	New
1014	NAM North American Management Boston, Massachusetts	$26.6M	-$17.2M	3	4.38%	Reduced
1015	Meiji Yasuda Asset Management Tokyo, Japan	$26.6M	+$1.64M	8	6.43%	Increased
1016	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$26.6M	-$464K	5	6%	Reduced
1017	CCT Chemung Canal Trust Elmira, New York	$26.5M	-$1.15M	4	5.43%	Reduced
1018	Caxton Associates (New York) New York	$26.5M	+$18.6M	2	1.09%	Increased
1019	Thompson Investment Management Madison, Wisconsin	$26.5M	+$2.44M	3	5.02%	Increased
1020	JEW Jamison Eaton & Wood Bedminster, New Jersey	$26.4M	-$65.3K	4	7.53%	Reduced
1021	Arrow Financial Glens Falls, New York	$26.4M	-$392K	5	7.1%	Reduced
1022	Roffman Miller Associates Philadelphia, Pennsylvania	$26.3M	+$710K	3	5.04%	Increased
1023	GJCM Grand Jean Capital Management San Francisco, California	$26.3M	+$1.59M	4	9.69%	Increased
1024	Endurance Wealth Management Providence, Rhode Island	$26.2M	-$466K	5	4.58%	Reduced
1025	Choate Investment Advisors Boston, Massachusetts	$26.2M	-$2.45M	6	1.48%	Reduced