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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	TAM Telemark Asset Management Boston, Massachusetts	$128M	-$27.9M	4	11.31%	Reduced
1027	Bragg Financial Advisors Charlotte, North Carolina	$128M	+$4.36M	6	7.46%	Increased
1028	Hemenway Trust Hemenway Trust Salem, New Hampshire	$128M	+$2.56M	6	12.29%	Increased
1029	BFO Boston Family Office Boston, Massachusetts	$128M	+$4.33M	7	9.1%	Increased
1030	Harbor Investment Advisory Lutherville, Maryland	$127M	-$590K	18	16.86%	Reduced
1031	Everence Capital Management Goshen, Indiana	$127M	+$2.34M	10	9.74%	Increased
1032	Bridgeway Capital Management Houston, Texas	$127M	+$933K	9	2.46%	Increased
1033	Kings Point Capital Management Great Neck, New York	$127M	+$1.03M	10	11.04%	Increased
1034	Cobblestone Capital Advisors Rochester, New York	$127M	-$856K	8	8.59%	Reduced
1035	Picton Mahoney Asset Management Toronto, Ontario, Canada	$126M	+$6.08M	5	4.48%	Increased
1036	Parsons Capital Management Providence, Rhode Island	$126M	-$1.09M	9	9.55%	Reduced
1037	TD Private Client Wealth New York	$126M	+$7.52M	16	5.38%	Increased
1038	Jones Financial Companies Des Peres, Missouri	$126M	+$3.51M	11	0.19%	Increased
1039	SRS Investment Management New York	$126M	-$39.8M	3	1.39%	Reduced
1040	Gradient Investments Arden Hills, Minnesota	$125M	-$12.1M	18	3.22%	Reduced
1041	SCM Silvant Capital Management Atlanta, Georgia	$125M	-$2.47M	9	23.75%	Reduced
1042	Thornburg Investment Management Santa Fe, New Mexico	$125M	-$29M	4	1.63%	Reduced
1043	Altshuler Shaham Tel Aviv, Israel	$124M	+$14.7M	11	1.08%	Increased
1044	Capital Fund Management (CFM) Paris, France	$124M	-$1.83M	11	1.01%	Reduced
1045	Welch Group Birmingham, Alabama	$124M	+$1.26M	6	7.07%	Increased
1046	Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$124M	+$807K	13	13.86%	Increased
1047	ZP Zimmer Partners New York	$124M	+$75.1M	5	1.77%	Increased
1048	AC Alfreton Capital Radlett, Hertfordshire, United Kingdom	$124M	+$69.2M	2	82.19%	Increased
1049	GFI Investment Counsel Toronto, Ontario, Canada	$124M	+$46.5M	2	16.24%	Increased
1050	Compass Capital Management Minneapolis, Minnesota	$123M	+$442K	2	8.8%	Increased