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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	Jay A. Fishman Ltd Troy, Michigan	$42.6M	+$7.37M	5	9.61%	Increased
1027	Doyle Wealth Management St. Petersburg, Florida	$42.5M	+$41.3M	6	8.65%	New
1028	Estabrook Capital Management New York	$42.4M	-$1.79M	7	6.63%	Reduced
1029	Telemus Capital Southfield, Michigan	$42.3M	+$1.65M	7	4.39%	Increased
1030	Front Barnett Associates Chicago, Illinois	$42.2M	+$522K	6	7.86%	Increased
1031	Norris Perne & French Grand Rapids, Michigan	$42.2M	+$835K	5	7.88%	Increased
1032	Bainco International Investors Boston, Massachusetts	$42.1M	-$3.3M	4	5.95%	Reduced
1033	BTR Capital Management Oakland, California	$42M	-$2.81M	5	8.79%	Reduced
1034	Dearborn Partners Chicago, Illinois	$41.8M	+$740K	5	3.25%	Increased
1035	JCP Jabre Capital Partners Geneva, Switzerland	$41.8M	+$9.23M	5	4.95%	Increased
1036	SFM Systematic Financial Management Teaneck, New Jersey	$41.6M	-$13.6M	6	0.74%	Reduced
1037	Sunriver Management Greenwich, Connecticut	$41.5M	+$1.3M	1	9.88%	Increased
1038	CA Cullinan Associates Louisville, Kentucky	$41.3M	-$616K	6	3.37%	Reduced
1039	NG NatWest Group Edinburgh, Scotland, United Kingdom	$41.2M	+$1.28M	4	8.76%	Increased
1040	Night Owl Capital Management Greenwich, Connecticut	$41.1M	-$1.83M	3	21.65%	Reduced
1041	Penn Davis McFarland Dallas, Texas	$41.1M	-$4.68M	3	11.97%	Reduced
1042	Choate Investment Advisors Boston, Massachusetts	$41M	-$423K	7	2.4%	Reduced
1043	FHAM Folger Hill Asset Management New York	$40.9M	+$11.2M	7	3.28%	Increased
1044	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$40.9M	+$505K	6	6.95%	Increased
1045	SAM Symphony Asset Management San Francisco, California	$40.9M	-$1.76M	6	3.87%	Reduced
1046	SouthState Corp Winter Haven, Florida	$40.8M	+$2.5M	6	5.33%	Increased
1047	Virtu KCG Holdings New York	$40.8M	-$6.94M	16	1.13%	Reduced
1048	AWCI Alpine Woods Capital Investors Purchase, New York	$40.7M	-$110K	5	2.17%	Reduced
1049	ARGA Investment Management Stamford, Connecticut	$40.7M	+$17.9M	6	5.83%	Increased
1050	Capital Investment Advisors Atlanta, Georgia	$40.7M	+$2.2M	7	3.09%	Increased