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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	Country Club Trust Kansas City, Missouri	$37.1M	-$1.49M	7	5.59%	Reduced
1002	Delta Asset Management Memphis, Tennessee	$37.1M	-$120K	8	6.6%	Reduced
1003	Choate Investment Advisors Boston, Massachusetts	$37.1M	+$4.75M	7	2.56%	Increased
1004	Zuckerman Investment Group Chicago, Illinois	$37M	-$12.4M	2	9.92%	Reduced
1005	Overbrook Management Corp New York	$36.9M	-$23.6M	3	7.95%	Reduced
1006	BCM Barometer Capital Management Toronto, Ontario, Canada	$36.8M	-$17.1M	4	3.6%	Reduced
1007	Regal Partners Sydney, NSW, Australia	$36.7M	+$5.65M	1	10.39%	Increased
1008	Baskin Financial Services Toronto, Ontario, Canada	$36.7M	+$473K	3	10.62%	Increased
1009	Arvest Bank Trust Division Dewey, Oklahoma	$36.5M	+$776K	4	3.09%	Increased
1010	Carnegie Investment Counsel Pepper Pike, Ohio	$36.4M	+$1.01M	6	5.57%	Increased
1011	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$36.3M	+$2.01M	6	6.82%	Increased
1012	Paloma Partners Greenwich, Connecticut	$36.3M	+$2.75M	13	0.6%	Increased
1013	Cetera Advisor Networks El Segundo, California	$36.3M	-$4.7M	7	2.26%	Reduced
1014	CC ClearArc Capital Cincinnati, Ohio	$36.2M	-$267K	8	7.67%	Reduced
1015	MB Financial Bank - Trust Department Rosemont, Illinois	$36M	+$6.07M	6	4.05%	Increased
1016	MassMutual Private Wealth & Trust Windsor, Connecticut	$36M	-$1.62M	10	4.85%	Reduced
1017	YHB Investment Advisors West Hartford, Connecticut	$35.9M	-$14.1M	7	9.69%	Reduced
1018	CEI Clark Estates Inc New York	$35.9M	-$6.81M	2	6.86%	Reduced
1019	Kimelman & Baird New York	$35.9M	+$7.86M	4	6.7%	Increased
1020	Lowe Brockenbrough & Co Richmond, Virginia	$35.8M	+$166K	5	6.16%	Increased
1021	Halsey Associates New Haven, Connecticut	$35.8M	-$2.47M	5	8.04%	Reduced
1022	Deltec Asset Management New York	$35.7M	+$3.84M	5	8.97%	Increased
1023	Highland Private Wealth Management Bellevue, Washington	$35.5M	+$16.7M	6	20.99%	Increased
1024	Ledyard National Bank	$35.5M	+$7.46M	9	6.31%	Increased
1025	RI Redwood Investments Boston, Massachusetts	$35.5M	-$24.1M	3	3.53%	Reduced