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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
1076	Dearborn Partners Chicago, Illinois	$32.3M	-$3.3M	6	3%	Reduced
1077	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$32.2M	+$967K	3	6.09%	Increased
1078	Paloma Partners Greenwich, Connecticut	$32.1M	+$13.4M	9	0.85%	Increased
1079	BAC Boys Arnold & Co Asheville, North Carolina	$32M	+$14.7M	6	3.49%	Increased
1080	TM Tikvah Management Charlotte, North Carolina	$32M	+$284K	3	16.75%	Increased
1081	Nelson Capital Management Menlo Park, California	$31.9M	+$58.5K	8	12.25%	Increased
1082	Royce & Associates New York	$31.8M	-$2.83M	3	0.19%	Reduced
1083	Arvest Bank Trust Division Dewey, Oklahoma	$31.8M	+$5.88M	4	2.76%	Increased
1084	LT LJ Trust Reno, Nevada	$31.7M	+$286K	1	5.32%	Increased
1085	Thompson Investment Management Madison, Wisconsin	$31.7M	-$940K	5	6.6%	Reduced
1086	Roffman Miller Associates Philadelphia, Pennsylvania	$31.7M	+$379K	3	5.8%	Increased
1087	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$31.6M	+$29.9M	6	3.67%	New
1088	CCM Crestwood Capital Management New York	$31.6M	+$30M	1	5.79%	New
1089	AIA Affinity Investment Advisors Newport Beach, California	$31.5M	+$28.8M	4	2.71%	Increased
1090	Grimes & Company Westborough, Massachusetts	$31.5M	-$2.35M	7	4.26%	Reduced
1091	CPWM LLC Seattle, Washington	$31.4M	+$377K	7	6.24%	Increased
1092	Waters Parkerson & Co New Orleans, Louisiana	$31.3M	+$2.05M	5	3.59%	Increased
1093	CI Cooper Investors Melbourne, Victoria, Australia	$31.3M	-$12.4M	2	6.78%	Reduced
1094	LIM Lagoda Investment Management New York	$31.2M	+$375K	2	8.26%	Increased
1095	BFO Boston Family Office Boston, Massachusetts	$31.1M	-$1.84M	8	4.25%	Reduced
1096	Bank of Hawaii Honolulu, Hawaii	$31M	-$264K	7	3.57%	Reduced
1097	ARS Investment Partners New York	$30.9M	+$4.4M	4	7.26%	Increased
1098	ID Integral Derivatives New York	$30.6M	-$11.3M	5	0.77%	Reduced
1099	Greenwich Wealth Management Greenwich, Connecticut	$30.6M	+$2.34M	5	7.49%	Increased
1100	3CP 3G Capital Partners New York	$30.5M	-$23.1M	1	1.83%	Reduced