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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	Kintegral Advisory New York	$54.9M	+$57.6M	6	16.24%	New
1052	Adell Harriman & Carpenter Houston, Texas	$54.7M	-$2.8M	6	12.05%	Reduced
1053	Cohen & Steers New York	$54.5M	-$13.8M	6	0.17%	Reduced
1054	BCH Berkshire Capital Holdings San Jose, California	$54.4M	+$4.17M	6	36.31%	Increased
1055	Middleton & Co Boston, Massachusetts	$54.2M	-$1.82M	6	9.96%	Reduced
1056	Stack Financial Management Whitefish, Montana	$54.1M	-$45.3M	2	6.66%	Reduced
1057	Suncoast Equity Management Tampa, Florida	$54M	+$5.56M	4	14.21%	Increased
1058	JC JBF Capital Aspen, Colorado	$53.7M	-$3.52M	3	10.29%	Reduced
1059	Graticule Asia Macro Advisors New York	$53.5M	-$56.7M	5	8.64%	Reduced
1060	Amica Mutual Insurance Providence, Rhode Island	$53.5M	-$4.39M	6	6.94%	Reduced
1061	GuardCap Asset Management London, United Kingdom	$53.4M	+$13.8M	1	10.43%	Increased
1062	Laird Norton Wetherby Wealth Management San Francisco, California	$53.4M	+$1.22M	12	7.56%	Increased
1063	Thompson Siegel & Walmsley Richmond, Virginia	$53.4M	-$1.25M	12	0.83%	Reduced
1064	IFP Advisors Tampa, Florida	$53.3M	-$11.3M	21	3.25%	Reduced
1065	Ossiam Paris, France	$53.3M	+$56.4M	9	8.01%	New
1066	Reynders McVeigh Capital Management Boston, Massachusetts	$53.2M	-$1.13M	8	7.05%	Reduced
1067	First National Trust Hermitage, Pennsylvania	$53M	+$2.83M	6	5.91%	Increased
1068	PHAM Portland Hill Asset Management London, United Kingdom	$53M	-$8.06M	4	35.87%	Reduced
1069	Woodstock Corp Boston, Massachusetts	$52.9M	-$1.77M	9	10.62%	Reduced
1070	MGM Miura Global Management New York	$52.7M	+$5.73M	2	13.44%	Increased
1071	Capital Investment Services of America Milwaukee, Wisconsin	$52.6M	-$723K	4	9.39%	Reduced
1072	Ironvine Capital Partners Omaha, Nebraska	$52.4M	+$2.52M	4	10.67%	Increased
1073	Cobblestone Capital Advisors Rochester, New York	$52.4M	+$158K	8	5.39%	Increased
1074	Destination Wealth Management Walnut Creek, California	$52.4M	+$1.07M	11	3.15%	Increased
1075	Halsey Associates New Haven, Connecticut	$52.2M	+$1.48M	5	9.85%	Increased