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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	Stephens Inc Little Rock, Arkansas	$50M	-$933K	5	1.87%	Reduced
1077	Jefferies Group New York	$49.9M	-$1.52M	13	0.23%	Reduced
1078	KIP Kayak Investment Partners San Francisco, California	$49.6M	+$5.29M	3	24.16%	Increased
1079	SAM Sandell Asset Management New York	$49.5M	+$19.6M	4	6.58%	Increased
1080	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$49.5M	-$27.3K	6	7.21%	Reduced
1081	Tufton Capital Management Hunt Valley, Maryland	$49.4M	+$531K	8	9.52%	Increased
1082	Highland Private Wealth Management Bellevue, Washington	$49.3M	-$44.2K	6	19.79%	Reduced
1083	Locust Wood Capital Advisers New York	$49.3M	+$13.9M	1	4.55%	Increased
1084	Colonial Trust Advisors Spartanburg, South Carolina	$49.2M	+$11.5M	6	7.63%	Increased
1085	Carret Asset Management New York	$49.2M	-$230K	8	7.65%	Reduced
1086	Ledyard National Bank	$49.1M	+$2.62M	11	5.96%	Increased
1087	Berkshire Asset Management Wilkes Barre, Pennsylvania	$49.1M	+$3.42M	6	4.76%	Increased
1088	HCM Hoplite Capital Management New York	$49M	-$228M	1	3.41%	Reduced
1089	Montag & Associates Atlanta, Georgia	$48.9M	+$3.16M	7	4.73%	Increased
1090	Ashmore Group London, United Kingdom	$48.8M	+$971K	1	18.63%	Increased
1091	GW Henssler & Associates Kennesaw, Georgia	$48.7M	-$1.43M	7	4.55%	Reduced
1092	Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$48.7M	+$1.7M	7	2.95%	Increased
1093	Estabrook Capital Management New York	$48.5M	+$1.2M	9	7.32%	Increased
1094	Willis Investment Counsel Gainesville, Georgia	$48.5M	-$4.34M	2	3.41%	Reduced
1095	Chas P. Smith & Associates (CPS) Lakeland, Florida	$48.5M	+$1.56M	5	6.49%	Increased
1096	LRPA L. Roy Papp & Associates Phoenix, Arizona	$48.5M	-$275K	6	9.58%	Reduced
1097	Penn Davis McFarland Dallas, Texas	$48.4M	-$279K	2	14.19%	Reduced
1098	Freestone Capital Holdings Seattle, Washington	$48.4M	-$1.91M	6	3.35%	Reduced
1099	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$48.3M	+$5.81M	3	5.27%	Increased
1100	Alpha Cubed Investments Irvine, California	$48.3M	+$2.34M	8	6.3%	Increased