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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	Front Barnett Associates Chicago, Illinois	$62.9M	-$328K	5	10.56%	Reduced
1052	Atria Investments Charlotte, North Carolina	$62.9M	+$27.9M	13	2.34%	Increased
1053	Cobblestone Capital Advisors Rochester, New York	$62.4M	+$881K	8	5.63%	Increased
1054	Amica Mutual Insurance Providence, Rhode Island	$62.4M	-$966K	8	7.91%	Reduced
1055	Weiss Multi-Strategy Advisers New York	$62.3M	-$3.43M	4	1.65%	Reduced
1056	SIM Spark Investment Management New York	$62.2M	-$31.1M	7	4.31%	Reduced
1057	Doyle Wealth Management St. Petersburg, Florida	$62.2M	+$3.71M	8	8.6%	Increased
1058	Woodstock Corp Boston, Massachusetts	$62.2M	-$439K	9	10.86%	Reduced
1059	CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$62.1M	+$1.67M	2	2.48%	Increased
1060	CDH Charles D. Hyman	$62.1M	+$1.21M	6	6.48%	Increased
1061	Albion Financial Group Salt Lake City, Utah	$61.9M	+$539K	7	8%	Increased
1062	CC Carlson Capital Dallas, Texas	$61.8M	-$20.4M	2	0.94%	Reduced
1063	Estabrook Capital Management New York	$61.8M	-$2.43M	8	10.11%	Reduced
1064	WWM Willingdon Wealth Management Huntersville, North Carolina	$61.7M	+$8.57M	10	14.33%	Increased
1065	WP Wedgewood Partners St Louis, Missouri	$61.5M	-$11.1M	2	5.2%	Reduced
1066	Nelson Capital Management Menlo Park, California	$61.4M	+$4.36M	13	14.52%	Increased
1067	CEI Clark Estates Inc New York	$61.4M	-$13.2M	4	9.82%	Reduced
1068	HoyleCohen San Diego, California	$61.3M	-$241K	7	10.65%	Reduced
1069	OAM Oxford Asset Management Oxford, United Kingdom	$60.6M	-$25.1M	11	1.31%	Reduced
1070	EARNEST Partners Atlanta, Georgia	$60.5M	-$778K	14	0.55%	Reduced
1071	Destination Wealth Management Walnut Creek, California	$60.5M	+$899K	13	3.33%	Increased
1072	Dearborn Partners Chicago, Illinois	$60.5M	+$1.16M	6	3.69%	Increased
1073	Jones Financial Companies Des Peres, Missouri	$60.2M	-$961K	5	0.14%	Reduced
1074	FCM Firsthand Capital Management San Jose, California	$60.1M	-$3.1M	7	23.17%	Reduced
1075	Godsey & Gibb Inc Richmond, Virginia	$60.1M	-$1.24M	5	8.66%	Reduced