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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	Waters Parkerson & Co New Orleans, Louisiana	$67.1M	+$1.7K	6	5.03%	Increased
1077	Tokio Marine Asset Management Tokyo, Japan	$66.9M	+$4.5M	6	10.19%	Increased
1078	ECAM East Coast Asset Management Essex, Massachusetts	$66.6M	+$175K	5	18.59%	Increased
1079	TCCM Two Creeks Capital Management New York	$66.5M	-$21.9M	1	4.3%	Reduced
1080	Welch Group Birmingham, Alabama	$66.4M	-$1.53M	5	6.53%	Reduced
1081	Calamos Wealth Management Naperville, Illinois	$66.3M	+$2.26M	6	7.82%	Increased
1082	Grandfield & Dodd New York	$66.3M	+$79.9K	6	6.04%	Increased
1083	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$66.3M	-$122K	9	6.21%	Reduced
1084	WWM Willingdon Wealth Management Huntersville, North Carolina	$66.3M	-$6.84M	10	13.63%	Reduced
1085	Alta Park Capital San Francisco, California	$66.1M	+$1.57M	2	13.11%	Increased
1086	Bainco International Investors Boston, Massachusetts	$65.9M	-$2.95M	5	9.4%	Reduced
1087	LRPA L. Roy Papp & Associates Phoenix, Arizona	$65.7M	-$1.6M	6	9.46%	Reduced
1088	Destination Wealth Management Walnut Creek, California	$65.6M	+$952K	7	3.34%	Increased
1089	Baltimore-Washington Financial Advisors Columbia, Maryland	$65.6M	+$921K	5	9.63%	Increased
1090	Smith Salley Wealth Management Greensboro, North Carolina	$65.5M	-$386K	5	8.64%	Reduced
1091	Jones Financial Companies Des Peres, Missouri	$65.4M	-$504K	5	0.13%	Reduced
1092	Jupiter Asset Management London, United Kingdom	$65.2M	+$7.2M	4	2.01%	Increased
1093	RIM Rampart Investment Management Hartford, Connecticut	$65M	-$5.52M	10	7.92%	Reduced
1094	Jasper Ridge Partners Menlo Park, California	$64.7M	-$3.34M	8	4.25%	Reduced
1095	Traynor Capital Management Malvern, Pennsylvania	$64.5M	+$3.42M	6	17.23%	Increased
1096	Amica Mutual Insurance Providence, Rhode Island	$64.4M	-$6.34M	7	8.38%	Reduced
1097	MAM Mastrapasqua Asset Management Nashville, Tennessee	$64.3M	-$495K	6	10.59%	Reduced
1098	CA Claar Advisors New York	$64.1M	-$683K	4	22.48%	Reduced
1099	ALPS Advisors Denver, Colorado	$64M	+$2M	8	0.5%	Increased
1100	Chas P. Smith & Associates (CPS) Lakeland, Florida	$64M	-$920K	6	6.95%	Reduced