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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	IRF IBM Retirement Fund Armonk, New York	$48.7M	+$18.6M	8	9.04%	Increased
1002	Tokio Marine Asset Management Tokyo, Japan	$48M	-$5.65M	7	6.9%	Reduced
1003	Capital Counsel New York	$47.9M	+$11M	4	4.37%	Increased
1004	KAS Kemnay Advisory Services New York	$47.9M	+$16.7M	6	27.74%	Increased
1005	CC ClearArc Capital Cincinnati, Ohio	$47.9M	+$197K	10	7.73%	Increased
1006	ECAM East Coast Asset Management Essex, Massachusetts	$47.8M	-$2.22M	6	13.08%	Reduced
1007	JCM Jag Capital Management St Louis, Missouri	$47.8M	-$7.01M	7	9.55%	Reduced
1008	Merriman Wealth Management Seattle, Washington	$47.7M	+$93.8K	4	13.3%	Increased
1009	RegentAtlantic Capital Morristown, New Jersey	$47.7M	+$2.4M	8	4.34%	Increased
1010	Jay A. Fishman Ltd Troy, Michigan	$47.7M	+$902K	5	10.1%	Increased
1011	VIA Virtus Investment Advisers Hartford, Connecticut	$47.7M	-$9.5M	10	4.66%	Reduced
1012	PAM Private Asset Management San Diego, California	$47.6M	-$100K	7	7.69%	Reduced
1013	Willis Investment Counsel Gainesville, Georgia	$47.6M	-$3.52M	2	3.6%	Reduced
1014	Baskin Financial Services Toronto, Ontario, Canada	$47.6M	+$134K	4	9.92%	Increased
1015	EARNEST Partners Atlanta, Georgia	$47.5M	+$1.93M	3	0.5%	Increased
1016	GA Glenhill Advisors New York	$47.3M	+$47.3M	1	2.98%	New
1017	GW Henssler & Associates Kennesaw, Georgia	$47.2M	-$720K	7	4.92%	Reduced
1018	Montrusco Bolton Investments Montreal, Quebec, Canada	$47.1M	-$1.8M	3	2.59%	Reduced
1019	Bailard Foster City, California	$47.1M	-$795K	6	3.82%	Reduced
1020	Campbell Newman Asset Management Milwaukee, Wisconsin	$47.1M	-$154K	5	8.47%	Reduced
1021	AKO Capital London, United Kingdom	$46.9M	+$3.01M	1	4.16%	Increased
1022	Sompo Asset Management Tokyo, Japan	$46.8M	-$7.86M	5	7.05%	Reduced
1023	Bainco International Investors Boston, Massachusetts	$46.7M	+$1.18M	4	7.03%	Increased
1024	ETF Managers Group Summit, New Jersey	$46.6M	+$49.3M	10	3.93%	New
1025	QCI Asset Management Pittsford, New York	$46.5M	-$6.98M	9	5.6%	Reduced