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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
1026	RegentAtlantic Capital Morristown, New Jersey	$35.4M	-$1.9M	6	3.9%	Reduced
1027	Palisade Asset Management Minneapolis, Minnesota	$35.2M	+$736K	4	6.82%	Increased
1028	Old Republic International (ORI) Chicago, Illinois	$35.1M	+$5.61M	1	1.73%	Increased
1029	Trust Company of Vermont Brattleboro, Vermont	$35.1M	+$935K	9	4.91%	Increased
1030	KLWA Kelly Lawrence W & Associates Pasadens, California	$35M	+$6.52M	5	8.76%	Increased
1031	Summit Partners Public Asset Management Boston, Massachusetts	$34.9M	-$14.9M	3	7.41%	Reduced
1032	NAM North American Management Boston, Massachusetts	$34.8M	-$3.51M	4	5.69%	Reduced
1033	LRPA L. Roy Papp & Associates Phoenix, Arizona	$34.8M	-$946K	6	8.25%	Reduced
1034	Walleye Trading New York	$34.7M	+$31.2M	7	0.31%	Increased
1035	Clal Insurance Tel-Aviv, Israel	$34.7M	-$7.26M	2	1.01%	Reduced
1036	Sandy Spring Bank Olney, Maryland	$34.7M	+$1.86M	11	3.97%	Increased
1037	Rothschild Investment LLC Chicago, Illinois	$34.7M	+$715K	7	4.46%	Increased
1038	Montrusco Bolton Investments Montreal, Quebec, Canada	$34.6M	-$8.53M	3	2.87%	Reduced
1039	Insight Holdings Group New York	$34.6M	$0	1	13.61%	Maintained
1040	Advisors Capital Management Ridgewood, New Jersey	$34.6M	+$15.7M	4	3.5%	Increased
1041	CA Cullinan Associates Louisville, Kentucky	$34.4M	+$2.91M	5	2.94%	Increased
1042	Grandfield & Dodd New York	$34.3M	+$256K	7	4.97%	Increased
1043	Cobblestone Capital Advisors Rochester, New York	$34.3M	-$2.22M	8	5.01%	Reduced
1044	Godsey & Gibb Inc Richmond, Virginia	$34.3M	-$177K	4	6.62%	Reduced
1045	NBT Bank Norwich, New York	$34.1M	-$175K	6	6%	Reduced
1046	GCM GoodHaven Capital Management Millburn, New Jersey	$34.1M	-$4.87M	4	12.09%	Reduced
1047	Arrow Financial Glens Falls, New York	$34M	-$579K	7	9.02%	Reduced
1048	CA Cornerstone Advisors Asheville, North Carolina	$33.8M	+$1.77M	5	8.2%	Increased
1049	AC Amici Capital New York	$33.8M	-$11.7M	2	4.01%	Reduced
1050	Weiss Multi-Strategy Advisers New York	$33.7M	+$18.7M	6	1.46%	Increased