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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	Montag & Associates Atlanta, Georgia	$180M	-$3.97M	18	8.38%	Reduced
1077	Donaldson Capital Management Evansville, Indiana	$180M	+$654K	6	5.84%	Increased
1078	GAMCO Investors Greenwich, Connecticut	$180M	+$2.26M	11	1.78%	Increased
1079	Hemenway Trust Hemenway Trust Salem, New Hampshire	$180M	-$3.56M	7	14.48%	Reduced
1080	First Horizon Corporation Memphis, Tennessee	$180M	+$13.1M	19	7.52%	Increased
1081	Hoey Investments Coatesville, Pennsylvania	$180M	+$1.67M	11	25.91%	Increased
1082	Meiji Yasuda Asset Management Tokyo, Japan	$179M	-$3.57M	14	8.95%	Reduced
1083	Ostrum Asset Management Paris, France	$179M	-$107M	15	10.07%	Reduced
1084	Baltimore-Washington Financial Advisors Columbia, Maryland	$179M	+$404K	6	7.73%	Increased
1085	Cumberland Partners Toronto, Ontario, Canada	$179M	-$36.4M	4	13.58%	Reduced
1086	AP Archon Partners Princeton Junction, New Jersey	$179M	-$11.6M	4	21.13%	Reduced
1087	J.M. Forbes & Co Boston, Massachusetts	$178M	-$8.08M	6	15.09%	Reduced
1088	DV Trading Chicago, Illinois	$178M	-$60.3M	8	4.22%	Reduced
1089	Hollencrest Capital Management Newport Beach, California	$178M	-$4M	20	6.59%	Reduced
1090	Main Street Research Lakeville, Connecticut	$178M	-$34.7M	5	10.36%	Reduced
1091	EW Evoke Wealth Los Angeles, California	$178M	-$12.8M	13	3.19%	Reduced
1092	Silicon Valley Capital Partners San Jose, California	$177M	+$27.5M	12	17.37%	Increased
1093	HMI Capital Management San Francisco, California	$177M	+$80.2M	2	23.43%	Increased
1094	Heritage Wealth Advisors Richmond, Virginia	$177M	-$62.4M	9	6.9%	Reduced
1095	Caledonia Investments plc (UK) London England, United Kingdom	$176M	$0	3	20.62%	Maintained
1096	FJ Investments Salt Lake City, Utah	$176M	+$110K	2	11.51%	Increased
1097	MCI McDonald Capital Investors Orinda, California	$176M	-$2.59M	3	12.06%	Reduced
1098	CA Cullinan Associates Louisville, Kentucky	$176M	-$31.2M	6	14.23%	Reduced
1099	Intesa Sanpaolo SpA. Turin, Italy	$175M	+$9M	8	10.37%	Increased
1100	Callahan Advisors Houston, Texas	$175M	-$3.28M	6	14.63%	Reduced