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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	BFO Boston Family Office Boston, Massachusetts	$199M	-$636K	6	12.66%	Reduced
1102	Bowen Hanes & Co Ponte Vedra Beach, Florida	$199M	-$88.6M	6	4.98%	Reduced
1103	Tower Bridge Advisors Conshohocken, Pennsylvania	$199M	-$5.64M	6	19.83%	Reduced
1104	SAM Scopus Asset Management New York	$198M	-$4.09M	3	2.69%	Reduced
1105	Hemenway Trust Hemenway Trust Salem, New Hampshire	$198M	-$7.56M	7	15.16%	Reduced
1106	CSM Advisors Warrendale, Pennsylvania	$198M	-$56.4M	8	5.54%	Reduced
1107	Laird Norton Wetherby Trust Company Seattle, Washington	$197M	-$177M	4	33.87%	Reduced
1108	GMF Grace & Mercy Foundation New York	$197M	-$15.5M	3	41.9%	Reduced
1109	China Universal Asset Management Company Shanghai, China	$197M	+$9.8M	8	16.25%	Increased
1110	KMG Fiduciary Partners Toledo, Ohio	$197M	+$2.86M	8	13.2%	Increased
1111	NWAM LLC Mercer Island, Washington	$197M	-$2.56M	10	10.67%	Reduced
1112	Morningstar Investment Management Chicago, Illinois	$196M	+$28.3M	8	7.22%	Increased
1113	Cyndeo Wealth Partners St. Petersburg, Florida	$196M	-$1.35M	7	10.92%	Reduced
1114	AP Archon Partners Princeton Junction, New Jersey	$196M	$0	4	20.86%	Maintained
1115	Parthenon LLC Louisville, Kentucky	$195M	-$8.97M	6	21.62%	Reduced
1116	Philadelphia Trust Company Philadelphia, Pennsylvania	$195M	-$4.25M	6	13.72%	Reduced
1117	Applied Finance Capital Management San Juan, Puerto Rico	$195M	-$982K	5	13.84%	Reduced
1118	Suncoast Equity Management Tampa, Florida	$194M	+$161K	6	19.32%	Increased
1119	SCA Sander Capital Advisors Seattle, Washington	$194M	+$4.93M	4	81.12%	Increased
1120	Pittenger & Anderson Inc Lincoin, Nebraska	$193M	+$415K	12	7.08%	Increased
1121	Homestead Advisers Arlington, Virginia	$192M	-$29.9M	2	4.58%	Reduced
1122	MTC McDaniel Terry & Co Austin, Texas	$192M	-$1.83M	6	15.43%	Reduced
1123	Private Advisory Group Redmond, Washington	$192M	-$15.7M	8	15.75%	Reduced
1124	Knights of Columbus Asset Advisors New Haven, Connecticut	$192M	+$1.9M	13	10.98%	Increased
1125	Hamilton Capital Partners (Canada) Toronto,	$191M	-$55.3M	5	7.92%	Reduced