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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
1176	Laird Norton Wetherby Wealth Management San Francisco, California	$20.1M	+$655K	5	5.16%	Increased
1177	Strategy Asset Managers Pasadena, California	$20.1M	-$103K	3	4.82%	Reduced
1178	Duff & Phelps Investment Management Chicago, Illinois	$20.1M	-$879K	5	0.32%	Reduced
1179	BP Bandera Partners New York	$20M	-$4.92M	1	11.73%	Reduced
1180	ACM Argentus Capital Management Dallas, Texas	$19.9M	+$1.17M	6	2.96%	Increased
1181	SCM SeaStone Capital Management New York	$19.9M	-$10.7M	2	6.5%	Reduced
1182	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$19.9M	+$2.98M	3	15.34%	Increased
1183	Avalon Global Asset Management San Francisco, California	$19.9M	-$47.1K	3	14.32%	Reduced
1184	Granite Investment Advisors Concord, New Hampshire	$19.8M	-$971K	4	3.86%	Reduced
1185	Foster & Motley Cincinnati, Ohio	$19.8M	+$24.2K	3	4.5%	Increased
1186	AFG American Financial Group Cincinnati, Ohio	$19.8M	$0	1	1.43%	Maintained
1187	Meritage Portfolio Management Overland Park, Kansas	$19.7M	+$1.6M	6	2.29%	Increased
1188	CF CNA Financial Chicago, Illinois	$19.7M	$0	3	4.87%	Maintained
1189	AAM Augustine Asset Management Jacksonville, Florida	$19.6M	+$2.88M	2	15%	Increased
1190	FIM Frontier Investment Management Dallas, Texas	$19.6M	+$823K	4	3.26%	Increased
1191	PCMI Princeton Capital Management Inc Princeton, New Jersey	$19.6M	+$363K	5	11.84%	Increased
1192	Chartwell Investment Partners Berywn, Pennsylvania	$19.5M	+$2.34M	2	0.42%	Increased
1193	Sylebra Capital (HK) Hong Kong	$19.5M	+$3.14M	1	2.19%	Increased
1194	PWM Patriot Wealth Management Houston, Texas	$19.4M	+$608K	4	4.5%	Increased
1195	SHA Smith Hayes Advisers Lincoln, Nebraska	$19.4M	+$2.06M	6	4.22%	Increased
1196	Paloma Partners Greenwich, Connecticut	$19.4M	-$22.3M	8	0.45%	Reduced
1197	Hemenway Trust Hemenway Trust Salem, New Hampshire	$19.4M	+$3.49M	6	5.35%	Increased
1198	Randolph Company Cincinnati, Ohio	$19.3M	+$19.7M	2	4.63%	Increased
1199	RSS Rosenblum Silverman Sutton San Francisco, California	$19.3M	-$1.76M	5	9.19%	Reduced
1200	BHTS Bar Harbor Trust Services Ellsworth, Maine	$19.2M	+$384K	4	10.26%	Increased