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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	NBT Bank Norwich, New York	$29.3M	-$4.77M	5	5.47%	Reduced
1002	Farmers & Merchants Investments Inc Lincoln, Nebraska	$29.3M	-$258K	7	4%	Reduced
1003	Nelson Capital Management Menlo Park, California	$29.2M	-$2.85M	7	11.19%	Reduced
1004	YCG LLC Austin, Texas	$29M	-$226K	3	8.79%	Reduced
1005	TH Timber Hill Greenwich, Connecticut	$29M	-$33.7M	7	0.12%	Reduced
1006	Raymond James Trust St. Petersburg, Florida	$28.9M	-$1.1M	5	3.25%	Reduced
1007	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$28.8M	-$190K	5	7.04%	Reduced
1008	Trust Company of Vermont Brattleboro, Vermont	$28.7M	+$1.37M	8	4.47%	Increased
1009	ITVII IDG Technology Venture Investment III Central, Hong Kong	$28.7M	+$134M	1	40.68%	Increased
1010	Spot Trading Chicago, Illinois	$28.7M	-$5.32M	10	0.27%	Reduced
1011	BACM Blue Arrow Capital Management New York	$28.6M	-$23.9M	1	7.76%	Reduced
1012	Boston Common Asset Management Boston, Massachusetts	$28.6M	+$1.79M	6	1.74%	Increased
1013	Allstate Corporation Northbrook, Illinois	$28.4M	+$1.19M	4	2.93%	Increased
1014	WCP Welch Capital Partners Harrison, New York	$28.4M	-$7.52M	2	9.67%	Reduced
1015	Clough Capital Partners Boston, Massachusetts	$28.4M	-$14.7M	2	1.23%	Reduced
1016	Barton Investment Management West Conshohocken, Pennsylvania	$28.3M	-$291K	5	10.29%	Reduced
1017	Sabal Trust St. Petersburg, Florida	$28.3M	+$627K	2	3.95%	Increased
1018	Waters Parkerson & Co New Orleans, Louisiana	$28.2M	+$1.97M	4	3.59%	Increased
1019	Deltec Asset Management New York	$28.2M	+$9.8M	3	6.97%	Increased
1020	Carson Wealth (CWM LLC) Omaha, Nebraska	$28M	+$6.45M	6	2.82%	Increased
1021	Rothschild Investment LLC Chicago, Illinois	$27.8M	-$464K	7	3.67%	Reduced
1022	Stewart & Patten Company Lafayette, California	$27.8M	-$52.7K	4	6.22%	Reduced
1023	Roffman Miller Associates Philadelphia, Pennsylvania	$27.7M	+$884K	3	5.44%	Increased
1024	LMR Partners London, United Kingdom	$27.6M	+$18.8M	3	3.02%	Increased
1025	Thompson Investment Management Madison, Wisconsin	$27.5M	-$488K	3	5.94%	Reduced