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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	PFS Investments Duluth, Georgia	$95.3M	+$14.7M	10	1.91%	Increased
1052	MTC McDaniel Terry & Co Austin, Texas	$95.3M	+$471K	5	11.76%	Increased
1053	CSM Advisors Warrendale, Pennsylvania	$95.1M	+$1.19M	6	8.69%	Increased
1054	Narwhal Capital Management Marietta, Georgia	$95M	+$217K	4	13.03%	Increased
1055	J.M. Forbes & Co Boston, Massachusetts	$95M	-$106K	5	13.98%	Reduced
1056	MA Mutual Advisors Omaha, Nebraska	$95M	+$815K	14	6.29%	Increased
1057	Twin Capital Management Mcmurray, Pennsylvania	$95M	+$1.2M	12	12.13%	Increased
1058	Rockland Trust Hanover, Massachusetts	$95M	+$5.02M	7	6.57%	Increased
1059	SH SeaTown Holdings Singapore	$94.8M	-$126M	3	20.54%	Reduced
1060	Bridgeway Capital Management Houston, Texas	$94.8M	-$4.1M	9	2.17%	Reduced
1061	Kanawha Capital Management Richmond, Virginia	$94.6M	+$161K	7	9.58%	Increased
1062	TFM TPI Fund Managers London, United Kingdom	$93.6M	-$1.99M	2	15.68%	Reduced
1063	Alpine Associates Management Palm Beach, Florida	$93.5M	+$93.1M	1	3.51%	New
1064	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$93.5M	+$27.3M	3	24.46%	Increased
1065	Founders Capital Management (Connecticut) East Hartford, Connecticut	$93.1M	+$1.14M	4	23.87%	Increased
1066	Harbor Investment Advisory Lutherville, Maryland	$93M	-$2.71M	18	14.9%	Reduced
1067	JTC Employer Solutions Trustee St Helier, Jersey	$92.8M	-$17.9M	10	12.12%	Reduced
1068	Fulton Breakefield Broenniman Bethesda, Maryland	$92.4M	+$18.6M	6	7.99%	Increased
1069	Osborne Partners Capital Management San Francisco, California	$92.4M	+$23.9M	8	7.07%	Increased
1070	Congress Wealth Management Boston, Massachusetts	$92.3M	-$1.78M	8	2.36%	Reduced
1071	Unigestion Holding Geneva, Switzerland	$92.2M	-$72.5M	7	5.16%	Reduced
1072	Baker Avenue Asset Management San Francisco, California	$92.1M	+$8.31M	7	6.08%	Increased
1073	Western Wealth Management Golden, Colorado	$92M	-$2.85M	12	5.28%	Reduced
1074	Beaumont Financial Advisors Needham, Massachusetts	$92M	+$196K	9	8.25%	Increased
1075	BPIH Broad Peak Investment Holdings Singapore	$91.9M	+$69.2M	1	27.56%	Increased