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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	Chas P. Smith & Associates (CPS) Lakeland, Florida	$42.6M	-$964K	5	6.08%	Reduced
1102	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$42.6M	-$1.64M	3	4.93%	Reduced
1103	MB Financial Bank - Trust Department Rosemont, Illinois	$42.6M	-$1.46M	6	4.56%	Reduced
1104	GAM GVO Asset Management Zug, Switzerland	$42.4M	-$26.3M	2	8.73%	Reduced
1105	MAI Capital Management Independence, Ohio	$42.4M	+$1.9M	7	2.57%	Increased
1106	D.J. St. Germain Springfield, Massachusetts	$42.4M	-$1.3M	5	5.31%	Reduced
1107	BPI Battery Partners IX Boston, Massachusetts	$42.3M	$0	1	53.86%	Maintained
1108	Eagle Ridge Investment Management Stamford, Connecticut	$42.3M	+$710K	5	7.01%	Increased
1109	Highland Private Wealth Management Bellevue, Washington	$42.2M	-$1.91M	6	18.12%	Reduced
1110	BFO Boston Family Office Boston, Massachusetts	$42.1M	-$750K	7	4.79%	Reduced
1111	Estabrook Capital Management New York	$42.1M	-$849K	8	6.54%	Reduced
1112	Rothschild Investment LLC Chicago, Illinois	$42M	-$1.02M	7	4.75%	Reduced
1113	Veritas Investment Management (UK) London, United Kingdom	$42M	-$2.71M	5	14.78%	Reduced
1114	NAM North American Management Boston, Massachusetts	$41.8M	+$343K	5	6.59%	Increased
1115	Greystone Managed Investments Regina, Saskatchewan, Canada	$41.8M	+$1.53M	3	1.84%	Increased
1116	Laird Norton Wetherby Wealth Management San Francisco, California	$41.5M	+$527K	10	6.18%	Increased
1117	SFM Systematic Financial Management Teaneck, New Jersey	$41.5M	+$1.16M	4	0.84%	Increased
1118	Montag & Associates Atlanta, Georgia	$41.5M	+$2.13M	7	4.46%	Increased
1119	Campbell Newman Asset Management Milwaukee, Wisconsin	$41.5M	-$7.07M	5	7.43%	Reduced
1120	IGM Incline Global Management New York	$41.4M	+$39.3M	2	3.42%	New
1121	Ledyard National Bank	$41.1M	-$33.8K	10	5.46%	Reduced
1122	Crosslink Capital Menlo Park, California	$41.1M	+$24.8K	2	6.97%	Increased
1123	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$40.9M	-$27.3M	4	7.55%	Reduced
1124	Soros Fund Management New York	$40.9M	+$1.16M	7	0.97%	Increased
1125	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$40.8M	-$55.5M	1	3.34%	Reduced