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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	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$62.9M	+$2.65M	7	10.28%	Increased
1052	Donaldson Capital Management Evansville, Indiana	$62.7M	+$4.51M	5	4.65%	Increased
1053	Jasper Ridge Partners Menlo Park, California	$62.6M	+$293K	9	3.29%	Increased
1054	Middleton & Co Boston, Massachusetts	$62.4M	-$638K	6	9.62%	Reduced
1055	Estabrook Capital Management New York	$62.3M	-$2.44M	8	10.39%	Reduced
1056	Destination Wealth Management Walnut Creek, California	$62.3M	-$604K	7	3.37%	Reduced
1057	ALPS Advisors Denver, Colorado	$62.3M	-$5.96M	8	0.48%	Reduced
1058	Albion Financial Group Salt Lake City, Utah	$62.1M	-$769K	7	7.96%	Reduced
1059	Bainco International Investors Boston, Massachusetts	$62M	+$1.4M	5	9.59%	Increased
1060	Carret Asset Management New York	$61.9M	-$277K	8	9.82%	Reduced
1061	BFO Boston Family Office Boston, Massachusetts	$61.7M	+$1.87M	6	6.4%	Increased
1062	Fairfield, Bush & Co Darien, Connecticut	$61.6M	-$1.69M	8	21.31%	Reduced
1063	East Coast Asset Management Essex, Massachusetts	$61.4M	-$4.59M	5	17.22%	Reduced
1064	CEI Clark Estates Inc New York	$61.3M	-$3.47M	5	10.1%	Reduced
1065	USCA RIA Houston, Texas	$61.1M	+$1.21M	9	6.01%	Increased
1066	L. Roy Papp & Associates Phoenix, Arizona	$61M	-$744K	6	9.56%	Reduced
1067	Thompson Siegel & Walmsley Richmond, Virginia	$61M	+$2.01M	13	0.96%	Increased
1068	Eagle Ridge Investment Management Stamford, Connecticut	$60.9M	-$1.53M	5	8.83%	Reduced
1069	MRCP Manor Road Capital Partners New York	$60.8M	-$6.95M	1	11.73%	Reduced
1070	Capstone Investment Advisors New York	$60.7M	-$54M	11	0.42%	Reduced
1071	Meiji Yasuda Life Insurance Tokyo, Japan	$60.5M	+$673K	9	8.64%	Increased
1072	Ally Financial Detroit, Michigan	$60.4M	+$13.6M	7	10.74%	Increased
1073	Jones Financial Companies Des Peres, Missouri	$60.4M	-$1.48M	5	0.13%	Reduced
1074	Churchill Management Los Angeles, California	$60.3M	+$14.3M	5	1.53%	Increased
1075	Thrive Capital Management (New York) New York	$60.2M	-$47.2M	1	47.78%	Reduced