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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	Amica Pension Fund Board of Trustees Providence, Rhode Island	$57.6M	-$1.43M	6	7.48%	Reduced
1102	NAH Neumann Advisory (HK) Central, Hong Kong	$57.5M	+$1.09M	2	33.84%	Increased
1103	USCA RIA Houston, Texas	$57.5M	-$1.27M	8	5.85%	Reduced
1104	Eagle Ridge Investment Management Stamford, Connecticut	$57.2M	-$792K	7	8.24%	Reduced
1105	Wedbush Securities Los Angeles, California	$57.1M	+$1.82M	11	6.48%	Increased
1106	Carret Asset Management New York	$57M	+$330K	9	8.77%	Increased
1107	MAM Mastrapasqua Asset Management Nashville, Tennessee	$56.9M	-$121K	6	10.76%	Reduced
1108	Calamos Wealth Management Naperville, Illinois	$56.9M	-$2.76M	5	7.08%	Reduced
1109	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$56.6M	+$22.2K	6	7.58%	Increased
1110	Palisade Asset Management Minneapolis, Minnesota	$56.3M	-$31.6K	4	7.44%	Reduced
1111	Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$56.3M	-$3.92M	7	3.1%	Reduced
1112	Cadinha & Co Honolulu, Hawaii	$56.2M	+$6.9M	5	8.89%	Increased
1113	AC Apertura Capital Dallas, Texas	$56.1M	+$806K	4	13.71%	Increased
1114	KCM Kingstown Capital Management New York	$56.1M	$0	1	7.44%	Maintained
1115	Cookson Peirce & Co Pittsburgh, Pennsylvania	$56.1M	-$21.2M	5	4.5%	Reduced
1116	BPM Blue Pool Management Causeway Bay, Hong Kong	$56M	-$7.11M	3	27%	Reduced
1117	LRPA L. Roy Papp & Associates Phoenix, Arizona	$56M	-$2.7M	6	9.99%	Reduced
1118	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$55.9M	-$1.45M	1	19.98%	Reduced
1119	Suncoast Equity Management Tampa, Florida	$55.7M	-$32	4	12.96%	Reduced
1120	BFO Boston Family Office Boston, Massachusetts	$55.6M	-$276K	6	5.86%	Reduced
1121	Perpetual Ltd Sydney, New South Wales, Australia	$55.6M	-$13.6M	5	7.47%	Reduced
1122	Chas P. Smith & Associates (CPS) Lakeland, Florida	$55.6M	-$1.78M	5	6.78%	Reduced
1123	Central Securities New York	$55.6M	$0	3	8.4%	Maintained
1124	Majedie Asset Management London, United Kingdom	$55.4M	+$7.83M	4	4.18%	Increased
1125	ARTA A.R.T. Advisors New York	$55.4M	+$12.6M	7	2.52%	Increased