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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	Grandfield & Dodd New York	$83.5M	-$1.02M	6	5.84%	Reduced
1177	Glynn Capital Management Menlo Park, California	$83.5M	+$7.3M	7	19.89%	Increased
1178	Estabrook Capital Management New York	$83.3M	-$390K	9	14.46%	Reduced
1179	Beese Fulmer Investment Management Canton, Ohio	$83.3M	+$764K	6	9.51%	Increased
1180	Allworth Financial Folsom, California	$83.1M	+$3.53M	29	0.83%	Increased
1181	Ulysses Management New York	$83.1M	+$1.69M	3	17.16%	Increased
1182	Whitney & Co Rochester, New York	$83.1M	+$1.22M	8	13.17%	Increased
1183	SP Asset Management Cupertino, California	$83.1M	+$1.27M	8	10.19%	Increased
1184	Pittenger & Anderson Inc Lincoin, Nebraska	$83M	+$1.53M	9	4.29%	Increased
1185	Fuller & Thaler Asset Management San Mateo, California	$82.8M	+$39.5M	9	0.48%	Increased
1186	Independent Financial Group San Diego, California	$82.7M	+$5.54M	13	6.61%	Increased
1187	Alphabet Inc Mountain View, California	$82.6M	$0	1	4.58%	Maintained
1188	Vestmark Advisory Solutions Wakefield, Massachusetts	$82.5M	+$3.22M	10	3.57%	Increased
1189	Graham Capital Management Rowayton, Connecticut	$82.5M	+$32.1M	20	2.51%	Increased
1190	Harbor Investment Advisory Lutherville, Maryland	$82.4M	-$5.3M	18	12.32%	Reduced
1191	Roundview Capital Princeton, New Jersey	$82.4M	+$40K	5	8.62%	Increased
1192	Lee, Danner & Bass Nashville, Tennessee	$82.2M	-$2.25M	8	7.56%	Reduced
1193	Parallax Volatility Advisers San Francisco, California	$82.2M	+$7.94M	15	0.17%	Increased
1194	Hoey Investments Coatesville, Pennsylvania	$82.1M	-$244K	12	32.07%	Reduced
1195	Merit Financial Group Alpharetta, Georgia	$82.1M	+$2.45M	8	2.99%	Increased
1196	Simplex Trading Chicago, Illinois	$82M	-$240M	20	0.07%	Reduced
1197	Pictet North America Advisors Geneva 73, Switzerland	$82M	-$8.63M	5	13.23%	Reduced
1198	Blackstone Inc New York	$81.7M	+$76.5M	2	0.33%	New
1199	Callahan Advisors Houston, Texas	$81.6M	+$1.64M	5	10.54%	Increased
1200	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$81.5M	-$1.95M	6	8.24%	Reduced