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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	Vancity Investment Management Vancouver, British Columbia, Canada	$94M	+$3.71M	4	14.08%	Increased
1002	HoyleCohen San Diego, California	$93.9M	-$1.44M	7	9.34%	Reduced
1003	Richard Bernstein Advisors New York	$93.8M	-$9.7M	6	2.1%	Reduced
1004	SouthState Corp Winter Haven, Florida	$93.6M	+$4.5M	13	8.66%	Increased
1005	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$93.5M	+$4.65M	10	11.51%	Increased
1006	Jones Financial Companies Des Peres, Missouri	$93.1M	+$2.69M	11	0.16%	Increased
1007	Valley Forge Capital Management Miami, Florida	$92.9M	-$52.2M	1	3.77%	Reduced
1008	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$92.3M	+$3M	9	3.5%	Increased
1009	Kanawha Capital Management Richmond, Virginia	$92.2M	+$1.89M	7	9.05%	Increased
1010	Great Valley Advisor Group Wilmington, Delaware	$91.2M	-$97.4K	9	4.66%	Reduced
1011	MVG Madrona Venture Group Seattle, Washington	$90.7M	$0	1	43.63%	Maintained
1012	Rockland Trust Hanover, Massachusetts	$90.4M	+$3.37M	7	5.74%	Increased
1013	RNC Capital Management Los Angeles, California	$90.1M	-$430K	6	5.05%	Reduced
1014	Onex Canada Asset Management Toronto, Ontario, Canada	$89.9M	-$816K	4	5.05%	Reduced
1015	Provident Investment Management Novi, Michigan	$89.7M	-$1.66M	5	10.64%	Reduced
1016	Picton Mahoney Asset Management Toronto, Ontario, Canada	$89.4M	-$2.83M	8	4.21%	Reduced
1017	Front Barnett Associates Chicago, Illinois	$89.2M	-$109K	4	11.27%	Reduced
1018	GFI Investment Counsel Toronto, Ontario, Canada	$89.1M	-$2.15M	2	15.02%	Reduced
1019	Wesleyan Assurance Society Birmingham, United Kingdom	$89.1M	+$4.6M	3	10.95%	Increased
1020	HBK Sorce Advisory Erie, Pennsylvania	$89M	+$58.7M	11	2.39%	Increased
1021	Sonora Investment Management Group Tucson, Arizona	$88.8M	+$30.4M	6	8.09%	Increased
1022	Montag & Associates Atlanta, Georgia	$88.8M	-$8.78M	16	5.94%	Reduced
1023	Talbot Financial Bellevue, Washington	$88.6M	+$93.7M	4	18.23%	New
1024	Cornerstone Investment Partners Atlanta, Georgia	$88.2M	+$9.5M	2	5.67%	Increased
1025	HM HCEP Management Hong Kong	$88.1M	+$78.8M	1	22.02%	New