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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	PAM Private Asset Management San Diego, California	$60.6M	+$725K	7	12.74%	Increased
1127	Asset Advisors Investment Management Augusta, Georgia	$60.5M	-$1.05M	3	11.21%	Reduced
1128	Central Securities New York	$60.5M	+$2.97M	3	11.31%	Increased
1129	Lombard Odier Asset Management (USA) New York	$60.4M	+$30.5M	5	6.27%	Increased
1130	Smith Salley Wealth Management Greensboro, North Carolina	$60.3M	-$4.1M	4	10.03%	Reduced
1131	Jefferies Group New York	$60.2M	-$687K	8	0.67%	Reduced
1132	Hemenway Trust Hemenway Trust Salem, New Hampshire	$60.2M	+$2.09M	5	10.18%	Increased
1133	USCA RIA Houston, Texas	$60.1M	-$2.44M	10	6.98%	Reduced
1134	Sunbelt Securities Houston, Texas	$60.1M	+$16.1M	8	2.57%	Increased
1135	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$60M	+$355K	12	1.9%	Increased
1136	Provident Investment Management Novi, Michigan	$60M	+$32.7M	3	11.19%	Increased
1137	Chas P. Smith & Associates (CPS) Lakeland, Florida	$59.8M	-$138K	5	8.26%	Reduced
1138	Grandfield & Dodd New York	$59.6M	-$6.52M	6	7.03%	Reduced
1139	Luxor Capital Group New York	$59.4M	-$98.2M	3	1.79%	Reduced
1140	L. Roy Papp & Associates Phoenix, Arizona	$59.3M	-$2.23M	6	10.83%	Reduced
1141	WAM WT Asset Management Hong Kong	$59.2M	+$17.3M	2	10.92%	Increased
1142	Simplicity Solutions Minneapolis, Minnesota	$59.2M	+$10M	9	1.82%	Increased
1143	Snowden Capital Advisors New York	$59.2M	+$3.84M	9	6.45%	Increased
1144	Northeast Financial Consultants Westport, Connecticut	$59M	+$13.4M	7	6.69%	Increased
1145	Act Two Investors Santa Cruz, California	$58.9M	+$516K	4	27.2%	Increased
1146	Palisade Capital Management Fort Lee, New Jersey	$58.8M	+$18.6M	7	2.08%	Increased
1147	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$58.6M	-$11.6M	3	8.18%	Reduced
1148	Harbor Investment Advisory Lutherville, Maryland	$58.6M	+$1.15M	11	15.77%	Increased
1149	Beaumont Financial Advisors Needham, Massachusetts	$58.6M	-$371K	7	7.39%	Reduced
1150	MRCP Manor Road Capital Partners New York	$58.5M	-$4.84M	1	14.46%	Reduced