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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	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$48M	-$9.03M	3	8.85%	Reduced
1177	Cetera Advisors Denver, Colorado	$47.9M	-$1.65M	11	2.76%	Reduced
1178	GW Henssler & Associates Kennesaw, Georgia	$47.9M	-$1.01M	7	4.7%	Reduced
1179	Ancora Advisors Cleveland, Ohio	$47.8M	-$2.56M	6	2.08%	Reduced
1180	Capstone Investment Advisors New York	$47.7M	-$3.79M	7	0.73%	Reduced
1181	JGC J. Goldman & Co New York	$47.5M	-$21.5M	8	2.45%	Reduced
1182	Kings Point Capital Management Great Neck, New York	$47.5M	+$967K	8	9.36%	Increased
1183	Dock Street Asset Management Palm Beach, Florida	$47.3M	+$4.78M	3	16.33%	Increased
1184	Atria Investments Charlotte, North Carolina	$47.3M	+$1.26M	11	2.08%	Increased
1185	D.J. St. Germain Springfield, Massachusetts	$47.2M	-$614K	6	5.62%	Reduced
1186	Bain Capital Public Equity Management Boston, Massachusetts	$47.2M	+$45.5M	1	3.18%	New
1187	Traynor Capital Management Malvern, Pennsylvania	$47M	+$1.63M	8	17.17%	Increased
1188	Patten & Patten Chattanooga, Tennessee	$47M	-$1.36M	7	4.82%	Reduced
1189	PWM Patriot Wealth Management Houston, Texas	$46.9M	-$6.81M	3	6.44%	Reduced
1190	MCM Marcato Capital Management San Francisco, California	$46.7M	-$9.4M	1	6.98%	Reduced
1191	Mizuho Securities USA New York	$46.7M	-$170M	3	4.78%	Reduced
1192	1ST Source Bank South Bend, Indiana	$46.6M	-$799K	7	3.78%	Reduced
1193	Matrix Asset Advisors White Plains, New York	$46.6M	-$2.69M	3	7.69%	Reduced
1194	Pictet North America Advisors Geneva 73, Switzerland	$46.4M	+$7.76M	5	6.91%	Increased
1195	HCMT Highland Capital Management (Texas) Dallas, Texas	$46.4M	-$3.24M	6	2.63%	Reduced
1196	AW ACG Wealth Atlanta, Georgia	$46.3M	+$652K	6	7.02%	Increased
1197	RCIM Russell Clark Investment Management London, United Kingdom	$46.3M	-$2.44M	5	9.07%	Reduced
1198	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$46.1M	-$154K	3	5.06%	Reduced
1199	Weatherly Asset Management Del Mar, California	$46.1M	+$1.24M	7	10.76%	Increased
1200	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$46.1M	-$9.8M	10	11.01%	Reduced