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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
1051	Carson Wealth (CWM LLC) Omaha, Nebraska	$33.7M	-$6.15M	9	2.96%	Reduced
1052	Carret Asset Management New York	$33.7M	+$26.5K	6	7.15%	Increased
1053	Stock Yards Bank & Trust Louisville, Kentucky	$33.6M	+$5.22M	6	4.8%	Increased
1054	KCM Investment Advisors Greenbrae, California	$33.6M	+$3.69M	7	2.47%	Increased
1055	Roffman Miller Associates Philadelphia, Pennsylvania	$33.5M	+$672K	3	5.74%	Increased
1056	Destination Wealth Management Walnut Creek, California	$33.5M	$0	6	3.21%	Maintained
1057	MAI Capital Management Independence, Ohio	$33.4M	+$7.04M	7	2.56%	Increased
1058	PSCM Prince Street Capital Management New York	$33.4M	+$5.21M	2	6.78%	Increased
1059	BCM Brown Capital Management Baltimore, Maryland	$33.3M	-$732K	5	0.55%	Reduced
1060	FA FDx Advisors Chicago, Illinois	$33.3M	-$232	9	1.52%	Reduced
1061	Ashmore Group London, United Kingdom	$33.2M	+$29.5M	1	20.2%	New
1062	Norris Perne & French Grand Rapids, Michigan	$33M	+$2.75M	6	6.84%	Increased
1063	Reynders McVeigh Capital Management Boston, Massachusetts	$32.9M	+$2.79M	6	4.87%	Increased
1064	Montag & Associates Atlanta, Georgia	$32.8M	-$2.92M	6	4.62%	Reduced
1065	Clearline Capital New York	$32.8M	+$10M	2	8.25%	Increased
1066	LHC Levy Harkins & Co New York	$32.4M	-$866K	2	13.73%	Reduced
1067	Grimes & Company Westborough, Massachusetts	$32.1M	-$205K	7	4.13%	Reduced
1068	TCSAM Tyrus Capital S.A.M. Monaco	$32M	+$1.48M	1	5.45%	Increased
1069	Telemus Capital Southfield, Michigan	$32M	+$24.5M	7	5.32%	Increased
1070	Sabal Trust St. Petersburg, Florida	$32M	-$1.41M	2	3.8%	Reduced
1071	ARS Investment Partners New York	$31.9M	+$2.35M	4	7.48%	Increased
1072	BFO Boston Family Office Boston, Massachusetts	$31.8M	-$110K	8	4.19%	Reduced
1073	Adell Harriman & Carpenter Houston, Texas	$31.8M	-$40K	7	8.55%	Reduced
1074	Meritage Portfolio Management Overland Park, Kansas	$31.7M	+$6.48M	5	3.59%	Increased
1075	MN Services Vermogensbeheer The Hague, Netherlands	$31.6M	+$33.9M	11	7.35%	New