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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	Halsey Associates New Haven, Connecticut	$62.5M	-$2.96M	5	11.11%	Reduced
1052	Laird Norton Wetherby Wealth Management San Francisco, California	$62.5M	+$280K	12	7.72%	Increased
1053	Montag & Associates Atlanta, Georgia	$62.3M	-$1.76M	7	5.46%	Reduced
1054	Nelson Capital Management Menlo Park, California	$62.2M	+$7.15M	12	14.3%	Increased
1055	Albion Financial Group Salt Lake City, Utah	$62.1M	+$1.29M	7	8.41%	Increased
1056	Thomasville National Bank Thomasville, Georgia	$62.1M	-$1.71M	6	9.97%	Reduced
1057	Ancora Advisors Cleveland, Ohio	$61.8M	+$6.51M	11	2.38%	Increased
1058	Estabrook Capital Management New York	$61.8M	-$1.69M	9	9.34%	Reduced
1059	EARNEST Partners Atlanta, Georgia	$61.8M	-$1.2M	13	0.55%	Reduced
1060	Miracle Mile Advisors Los Angeles, California	$61.6M	+$3.48M	7	5.58%	Increased
1061	Greenleaf Trust Kalamazoo, Michigan	$61.6M	+$3.51M	11	1.11%	Increased
1062	C Chescapmanager Baltimore, Maryland	$61.4M	$0	2	6.29%	Maintained
1063	OAMG Odey Asset Management Group London, United Kingdom	$61.2M	-$15.5M	4	5.14%	Reduced
1064	RNC Capital Management Los Angeles, California	$60.9M	-$22.1M	7	4.02%	Reduced
1065	HoyleCohen San Diego, California	$60.8M	+$346K	8	11.47%	Increased
1066	Clal Insurance Tel-Aviv, Israel	$60.8M	-$752K	2	1.61%	Reduced
1067	Capital Investment Services of America Milwaukee, Wisconsin	$60.7M	-$1.57M	5	9.12%	Reduced
1068	Freestone Capital Holdings Seattle, Washington	$60.7M	-$744K	8	0.38%	Reduced
1069	Argent Trust Co Nashville, Tennessee	$60.7M	-$212K	8	7%	Reduced
1070	Alphinity Investment Management Sydney, Australia	$60.7M	+$59.2M	2	11.57%	New
1071	Welch Group Birmingham, Alabama	$60.5M	+$855K	5	6.3%	Increased
1072	CLC Charles-Lim Capital Central, Hong Kong	$60.5M	+$11.5M	1	16.59%	Increased
1073	Sompo Asset Management Tokyo, Japan	$60M	+$426K	6	12.42%	Increased
1074	LC Lunia Capital Dallas, Texas	$59.9M	+$13M	3	12.6%	Increased
1075	Waters Parkerson & Co New Orleans, Louisiana	$59.8M	-$7.9M	6	4.88%	Reduced