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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
1101	DBG De Burlo Group Boston, Massachusetts	$33.7M	+$7.45M	4	8.21%	Increased
1102	AL Agran Libbie Santa Monica, California	$33.6M	+$234K	7	8.14%	Increased
1103	GCP Garelick Capital Partners Boston, Massachusetts	$33.6M	+$25.1M	3	7.48%	Increased
1104	Stewart & Patten Company Lafayette, California	$33.6M	-$467K	5	6.39%	Reduced
1105	HighTower Trust Houston, Texas	$33.5M	+$1.48M	4	3.75%	Increased
1106	Grimes & Company Westborough, Massachusetts	$33.4M	+$101K	7	3.88%	Increased
1107	BA Birinyi Associates Westport, Connecticut	$33.3M	+$1.58M	5	18.81%	Increased
1108	Valley Wealth Managers Paramus, New Jersey	$33.2M	-$173K	7	4.75%	Reduced
1109	Baker Avenue Asset Management San Francisco, California	$33.2M	+$1.18M	8	4.65%	Increased
1110	Laird Norton Wetherby Wealth Management San Francisco, California	$33.2M	+$1.87M	9	6.5%	Increased
1111	GQG Partners Ft. Lauderdale, Florida	$33.1M	+$34.9M	6	23.03%	New
1112	Patten & Patten Chattanooga, Tennessee	$33.1M	+$8.04M	5	4.07%	Increased
1113	RCM Roystone Capital Management New York	$33M	+$1.09M	2	1.95%	Increased
1114	PHAM Portland Hill Asset Management London, United Kingdom	$32.9M	+$34.2M	3	19.7%	New
1115	Jacobs & Co San Francisco, California	$32.9M	+$126K	6	7.13%	Increased
1116	Twin Tree Management Dallas, Texas	$32.5M	+$7.24M	7	0.32%	Increased
1117	Ledyard National Bank	$32.5M	-$305K	8	5.78%	Reduced
1118	KFS Kurt F. Somerville	$32.5M	+$1.12K	5	7.2%	Increased
1119	1ST Source Bank South Bend, Indiana	$32.5M	-$39.5K	6	3.08%	Reduced
1120	Zuckerman Investment Group Chicago, Illinois	$32.5M	-$346K	2	7.95%	Reduced
1121	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$32.4M	-$257K	8	4.59%	Reduced
1122	Calamos Wealth Management Naperville, Illinois	$32.4M	+$338K	5	5.21%	Increased
1123	Bragg Financial Advisors Charlotte, North Carolina	$32.3M	+$506K	6	5.33%	Increased
1124	Guardian Capital (Canada) Toronto, Ontario, Canada	$32.3M	+$4.23M	5	0.48%	Increased
1125	Kanawha Capital Management Richmond, Virginia	$32.3M	-$679K	5	5.43%	Reduced