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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	UONDDL University of Notre Dame du Lac South Bend, Indiana	$62.5M	-$12.7M	3	13.95%	Reduced
1052	Voya Financial Advisors Windsor, Connecticut	$62.3M	+$9.26M	8	3.62%	Increased
1053	Conning Inc Hartford, Connecticut	$62.2M	-$7.17M	11	1.95%	Reduced
1054	UAM UAS Asset Management New York	$62.2M	+$7.74M	4	28.09%	Increased
1055	Bank of the West Monterey Park, California	$62.2M	+$4.11M	8	7.26%	Increased
1056	Wedbush Securities Los Angeles, California	$62.1M	+$2.43M	12	6.67%	Increased
1057	Everence Capital Management Goshen, Indiana	$62.1M	+$4.31M	10	10.85%	Increased
1058	ThornTree Capital Partners Boston, Massachusetts	$62.1M	-$10.2M	3	17.84%	Reduced
1059	Jasper Ridge Partners Menlo Park, California	$62M	-$92M	9	2.64%	Reduced
1060	SeaCrest Wealth Management Purchase, New York	$61.9M	+$18.4M	20	10.63%	Increased
1061	SI SQN Investors Menlo Park, California	$61.8M	-$8.89M	1	5.74%	Reduced
1062	Thomasville National Bank Thomasville, Georgia	$61.5M	+$1.22M	6	11.34%	Increased
1063	Amica Mutual Insurance Providence, Rhode Island	$61.3M	-$576K	6	7.66%	Reduced
1064	CCM Investment Advisers Columbia, South Carolina	$61.3M	-$3.04M	6	10.28%	Reduced
1065	Cetera Advisors Denver, Colorado	$61.1M	+$3.11M	11	3.04%	Increased
1066	Cobblestone Capital Advisors Rochester, New York	$61.1M	+$292K	8	5.72%	Increased
1067	Unigestion Holding Geneva, Switzerland	$61.1M	-$19.9M	7	1.63%	Reduced
1068	AC Asturias Capital New York	$61M	-$11.9M	4	28.07%	Reduced
1069	AP Archon Partners Princeton Junction, New Jersey	$60.8M	+$802K	4	12.82%	Increased
1070	Capital Investment Services of America Milwaukee, Wisconsin	$60.6M	-$296K	4	9.7%	Reduced
1071	Thompson Siegel & Walmsley Richmond, Virginia	$60.6M	-$1.31M	12	0.85%	Reduced
1072	Welch Group Birmingham, Alabama	$60.6M	+$4.77M	5	6.67%	Increased
1073	Waratah Capital Advisors Toronto, Ontario, Canada	$60.5M	+$1.97M	3	6.38%	Increased
1074	Halsey Associates New Haven, Connecticut	$60.3M	-$162K	5	9.89%	Reduced
1075	BDS Banco de Sabadell Miami, Florida	$60.1M	-$18.3M	7	7.86%	Reduced