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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	CSM Advisors Warrendale, Pennsylvania	$102M	-$5.23M	6	7.72%	Reduced
1152	Sowell Financial Services North Little Rock, Arkansas	$102M	+$20.7M	7	5.69%	Increased
1153	Clearstead Advisors Cleveland, Ohio	$102M	+$5.6M	17	6.18%	Increased
1154	Roundview Capital Princeton, New Jersey	$101M	+$2.91M	5	9.89%	Increased
1155	Cambiar Investors Denver, Colorado	$101M	-$24.6M	2	4.26%	Reduced
1156	Washington Trust Advisors Wellesley, Massachusetts	$101M	-$1.8M	10	9.79%	Reduced
1157	BFS Bard Financial Services Branford, Connecticut	$101M	-$2.07M	7	7.64%	Reduced
1158	Unigestion Holding Geneva, Switzerland	$100M	-$436K	9	5.81%	Reduced
1159	Hawk Ridge Capital Management Los Angeles, California	$100M	+$55.2M	1	5.33%	Increased
1160	Petrus Trust Company Dallas, Texas	$100M	-$46M	10	11.27%	Reduced
1161	River Road Asset Management Louisville, Kentucky	$100M	-$98.9M	3	1.38%	Reduced
1162	Caxton Associates (New York) New York	$100M	+$68.9M	9	14.78%	Increased
1163	Empirical Wealth Management Seattle, Washington	$100M	-$3.26M	10	4.01%	Reduced
1164	AL Arnhold LLC New York	$100M	+$379K	11	11.3%	Increased
1165	Pittenger & Anderson Inc Lincoin, Nebraska	$100M	+$436K	10	4.79%	Increased
1166	CCM Coerente Capital Management Toronto, Ontario, Canada	$100M	-$3.19M	4	21.38%	Reduced
1167	Pallas Capital Advisors Braintree, Massachusetts	$99.4M	-$13.1M	6	4.49%	Reduced
1168	Vestmark Advisory Solutions Wakefield, Massachusetts	$99.4M	+$885K	11	3.78%	Increased
1169	Patten & Patten Chattanooga, Tennessee	$99.3M	+$332K	6	8.21%	Increased
1170	Brandes Investment Partners La Jolla, California	$98.5M	-$20.1M	3	1.99%	Reduced
1171	Harbor Investment Advisory Lutherville, Maryland	$98.5M	+$31.1M	18	13.73%	Increased
1172	Keywise Capital Management (HK) Hong Kong	$98.5M	+$25M	2	17.94%	Increased
1173	GW Henssler & Associates Kennesaw, Georgia	$98.3M	-$7.49M	6	6.45%	Reduced
1174	SAM SP Asset Management Cupertino, California	$97.8M	-$497K	8	10.92%	Reduced
1175	Harvest Portfolios Group Oakville, Ontario, Canada	$97.8M	-$8.68M	5	4.49%	Reduced