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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
1126	AP Archon Partners Princeton Junction, New Jersey	$52.4M	+$11.5M	4	11.34%	Increased
1127	Laurion Capital Management New York	$52.3M	-$50.7M	9	0.42%	Reduced
1128	Eagle Ridge Investment Management Stamford, Connecticut	$52.3M	+$130K	7	7.88%	Increased
1129	Penn Davis McFarland Dallas, Texas	$52M	+$516K	4	15.99%	Increased
1130	Capital Investment Advisors Atlanta, Georgia	$52M	+$885K	8	3.23%	Increased
1131	Greenleaf Trust Kalamazoo, Michigan	$51.9M	+$13.2M	9	0.99%	Increased
1132	Carret Asset Management New York	$51.5M	-$1.36M	8	8.42%	Reduced
1133	CPH C Partners Holding Zurich, Switzerland	$51.5M	-$494K	7	19.25%	Reduced
1134	Summit Partners Public Asset Management Boston, Massachusetts	$51.5M	+$35.8M	2	5.72%	Increased
1135	Chas P. Smith & Associates (CPS) Lakeland, Florida	$51.4M	-$664K	5	6.89%	Reduced
1136	Suncoast Equity Management Tampa, Florida	$51.3M	+$10M	4	12.83%	Increased
1137	Doyle Wealth Management St. Petersburg, Florida	$51.3M	-$17.5M	6	8.47%	Reduced
1138	Destination Wealth Management Walnut Creek, California	$51.2M	-$8.09M	11	3.08%	Reduced
1139	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$51.2M	+$1.06M	6	7.32%	Increased
1140	First National Trust Hermitage, Pennsylvania	$51.1M	+$235K	6	5.63%	Increased
1141	Wolverine Asset Management Chicago, Illinois	$51.1M	+$2.08M	8	0.66%	Increased
1142	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$51M	-$6.15M	9	3.38%	Reduced
1143	Nexus Investment Management Toronto, Ontario, Canada	$51M	-$7.58M	3	7.55%	Reduced
1144	MAM Mastrapasqua Asset Management Nashville, Tennessee	$50.5M	-$781K	6	10.07%	Reduced
1145	Stephens Inc Little Rock, Arkansas	$50.3M	-$5.76M	4	1.52%	Reduced
1146	CCM Investment Advisers Columbia, South Carolina	$50.3M	-$1.92M	5	9.58%	Reduced
1147	IRF IBM Retirement Fund Armonk, New York	$50.2M	-$6.29M	10	10.48%	Reduced
1148	TC Towle & Co Denver, Colorado	$50M	+$2.32M	1	4.83%	Increased
1149	SI Salesforce Inc San Francisco, California	$49.8M	-$1.95M	1	11.01%	Reduced
1150	Tudor Investment Corp Stamford, Connecticut	$49.7M	-$9.44M	12	1.73%	Reduced