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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	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$74.1M	-$1.83M	4	5.37%	Reduced
1127	Harbor Investment Advisory Lutherville, Maryland	$73.9M	-$5.08M	19	11.54%	Reduced
1128	CCM Coerente Capital Management Toronto, Ontario, Canada	$73.7M	+$463K	4	16.25%	Increased
1129	AC Antara Capital New York	$73.7M	+$11.6M	1	2.06%	Increased
1130	Washington Trust Advisors Wellesley, Massachusetts	$73.7M	-$4.86M	12	8.05%	Reduced
1131	Grimes & Company Westborough, Massachusetts	$73.4M	+$1.02M	7	3.1%	Increased
1132	Empirical Wealth Management Seattle, Washington	$73.3M	+$7.8M	9	3.45%	Increased
1133	JCM JS Capital Management New York	$73.3M	-$2.54M	5	19.31%	Reduced
1134	Massachusetts Institute of Technology Cambridge, Massachusetts	$73.2M	$0	1	12.16%	Maintained
1135	GW Henssler & Associates Kennesaw, Georgia	$73.2M	-$3.71M	7	5.14%	Reduced
1136	Todd Asset Management Louisville, Kentucky	$73.1M	-$23.5M	6	1.78%	Reduced
1137	Wealthspire Advisors (New York) New York	$72.9M	+$12M	9	1.33%	Increased
1138	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$72.9M	+$36.8K	6	7.73%	Increased
1139	Van Hulzen Asset Management El Dorado Hills, California	$72.8M	+$5.72M	7	8.4%	Increased
1140	BFS Bard Financial Services Branford, Connecticut	$72.7M	-$213K	6	6.17%	Reduced
1141	Patten & Patten Chattanooga, Tennessee	$72.7M	-$2.85M	6	6.6%	Reduced
1142	Dorsey & Whitney Trust Sioux Falls, South Dakota	$72.6M	-$1.13M	9	7.08%	Reduced
1143	Check Capital Management Costa Mesa, California	$72.6M	+$13.3M	3	3.5%	Increased
1144	Lee, Danner & Bass Nashville, Tennessee	$72.5M	+$2.58M	8	6.84%	Increased
1145	Estabrook Capital Management New York	$72.5M	-$1.33M	9	12.46%	Reduced
1146	PAM Private Asset Management San Diego, California	$72.4M	-$422K	6	12.29%	Reduced
1147	Moody National Bank Trust Division Galveston, Texas	$72.3M	-$1.05M	9	6.3%	Reduced
1148	Beaumont Financial Advisors Needham, Massachusetts	$72.2M	-$7.89M	7	7.26%	Reduced
1149	SAM Sabadell Asset Management Sant Cugat Del Valles, Spain	$72M	-$15.5M	8	14.94%	Reduced
1150	Hartline Investment Corp Winnetka, Illinois	$72M	+$70.8M	8	16.38%	Increased