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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	Montrusco Bolton Investments Montreal, Quebec, Canada	$36.8M	+$160K	3	2.27%	Increased
1052	Arrow Financial Glens Falls, New York	$36.8M	-$1.35M	7	9.36%	Reduced
1053	Clal Insurance Tel-Aviv, Israel	$36.8M	+$266K	2	0.83%	Increased
1054	Farmers & Merchants Investments Inc Lincoln, Nebraska	$36.7M	-$965K	9	3.85%	Reduced
1055	Highland Private Wealth Management Bellevue, Washington	$36.7M	-$1.8M	6	18.76%	Reduced
1056	NM Nokota Management New York	$36.6M	-$72.3M	2	0.64%	Reduced
1057	TM Tikvah Management Charlotte, North Carolina	$36.6M	$0	3	19.12%	Maintained
1058	Wealthfront Palo Alto, California	$36.6M	+$5.34M	8	0.87%	Increased
1059	KLWA Kelly Lawrence W & Associates Pasadens, California	$36.4M	-$269K	6	7.8%	Reduced
1060	Carret Asset Management New York	$36.3M	+$76.4K	7	6.79%	Increased
1061	Rothschild Investment LLC Chicago, Illinois	$36.3M	+$1.31M	6	4.44%	Increased
1062	CA Cullinan Associates Louisville, Kentucky	$36.2M	+$1.76M	5	3.09%	Increased
1063	Grandfield & Dodd New York	$36.2M	+$579K	7	4.75%	Increased
1064	CG Clinton Group New York	$36.1M	+$11.2M	5	1.69%	Increased
1065	LRPA L. Roy Papp & Associates Phoenix, Arizona	$36.1M	-$580K	6	8.37%	Reduced
1066	SFM Systematic Financial Management Teaneck, New Jersey	$36M	+$1.4M	4	0.51%	Increased
1067	Altrinsic Global Advisors Stamford, Connecticut	$36M	-$14.5M	3	1.32%	Reduced
1068	NAM North American Management Boston, Massachusetts	$35.9M	-$388K	4	5.91%	Reduced
1069	IFP Advisors Tampa, Florida	$35.8M	-$1.06M	17	1.86%	Reduced
1070	Nelson Capital Management Menlo Park, California	$35.8M	+$926K	8	12.68%	Increased
1071	AL Airain Ltd St. Peter Port, Guernsey	$35.7M	-$12M	4	2.12%	Reduced
1072	Palisade Asset Management Minneapolis, Minnesota	$35.7M	-$30.2K	4	6.65%	Reduced
1073	Deltec Asset Management New York	$35.6M	-$5M	7	8.06%	Reduced
1074	CGL Clarius Group LLC Seattle, Washington	$35.6M	-$445K	6	16.59%	Reduced
1075	First Mercantile Trust Cordova, Tennessee	$35.4M	-$3.13M	8	4.72%	Reduced