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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
1151	CIM Contravisory Investment Management Norwell, Massachusetts	$21.1M	-$1.37M	4	4.41%	Reduced
1152	Sand Hill Global Advisors Palo Alto, California	$21.1M	+$1.23M	4	3.51%	Increased
1153	Beacon Trust Morristown, New Jersey	$21.1M	+$7.38M	5	3.49%	Increased
1154	ST Stifel Trust St. Louis, Missouri	$21.1M	-$821K	7	4.04%	Reduced
1155	KAS Kemnay Advisory Services New York	$21.1M	-$5.32M	4	12.21%	Reduced
1156	Everence Capital Management Goshen, Indiana	$21M	-$461K	7	7.67%	Reduced
1157	Pitcairn Conshohocken, Pennsylvania	$21M	+$82.4K	5	2.35%	Increased
1158	Tower Research Capital (TRC) New York	$21M	+$18.4M	15	2.35%	Increased
1159	Middleton & Co Boston, Massachusetts	$21M	+$2.67M	5	4.93%	Increased
1160	Fuller & Thaler Asset Management San Mateo, California	$20.9M	-$1.58M	10	0.9%	Reduced
1161	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$20.9M	+$91.8K	2	6.55%	Increased
1162	HHC Hutchin Hill Capital New York	$20.9M	+$10.8M	6	0.79%	Increased
1163	J.V. Bruni & Co Colorado Springs, Colorado	$20.9M	+$379K	1	3.97%	Increased
1164	Norris Perne & French Grand Rapids, Michigan	$20.9M	-$566K	5	4.04%	Reduced
1165	NPC National Planning Corporation El Segundo, California	$20.7M	+$70.3K	6	1.58%	Increased
1166	EC EMS Capital New York	$20.7M	+$21.3M	2	3.48%	New
1167	AFG American Financial Group Cincinnati, Ohio	$20.7M	$0	1	1.71%	Maintained
1168	TC Towle & Co Denver, Colorado	$20.6M	+$2.96M	1	4.18%	Increased
1169	Aureus Asset Management Boston, Massachusetts	$20.5M	-$22.4K	5	5.15%	Reduced
1170	Barton Investment Management West Conshohocken, Pennsylvania	$20.5M	+$1.33M	5	7.83%	Increased
1171	MassMutual Private Wealth & Trust Windsor, Connecticut	$20.4M	+$10.9M	7	4.06%	Increased
1172	Central Securities New York	$20.4M	$0	3	4.44%	Maintained
1173	LIC Lodestar Investment Counsel Chicago, Illinois	$20.4M	-$147K	5	6.22%	Reduced
1174	CapWealth Advisors Franklin, Tennessee	$20.3M	-$323K	6	4.62%	Reduced
1175	FSC Fiduciary Services Corp Savannah, Georgia	$20.3M	+$671K	5	7.46%	Increased