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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
1201	Gifford Fong Associates Lafayette, California	$82M	$0	6	17.62%	Maintained
1202	CPH C Partners Holding Zurich, Switzerland	$81.8M	+$16.6M	2	19.8%	Increased
1203	Forte Capital Rochester, New York	$81.7M	-$633K	10	12.61%	Reduced
1204	Grandfield & Dodd New York	$81.6M	-$1.37M	6	6.1%	Reduced
1205	Estabrook Capital Management New York	$81.5M	-$1.09M	8	12.55%	Reduced
1206	Fulton Bank Lancaster, Pennsylvania	$81.5M	-$2.26M	10	4.11%	Reduced
1207	Bank Hapoalim BM Tel Aviv, Israel	$81.3M	-$7.3M	10	10.32%	Reduced
1208	HLC Hunt Lane Capital New York	$81.2M	+$11.8M	2	16.84%	Increased
1209	Campbell Newman Asset Management Milwaukee, Wisconsin	$81.1M	-$224K	5	8.54%	Reduced
1210	Untitled Investments New York	$81.1M	-$14.3M	3	23.73%	Reduced
1211	Taikang Asset Management (HK) Hong Kong	$81.1M	-$12.6M	6	15.3%	Reduced
1212	Southeastern Asset Management Memphis, Tennessee	$81.1M	+$87.8M	1	1.73%	New
1213	Fiduciary Group Savannah, Georgia	$81M	+$2.19M	7	9.86%	Increased
1214	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$81M	-$904K	6	7.9%	Reduced
1215	East Coast Asset Management Essex, Massachusetts	$80.9M	+$5.45M	6	21.63%	Increased
1216	Northstar Investment Advisors Denver, Colorado	$80.8M	-$2.07M	7	11.77%	Reduced
1217	Baker Avenue Asset Management San Francisco, California	$80.2M	+$15.1M	8	4.92%	Increased
1218	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$80.2M	+$85.5M	13	35.79%	Increased
1219	PKO Investment Management Joint-Stock Warsaw, Poland	$80.2M	$0	3	12.87%	Maintained
1220	SeaCrest Wealth Management Purchase, New York	$80.2M	+$3.17M	10	10.61%	Increased
1221	Blue Pool Management Causeway Bay, Hong Kong	$80.1M	+$14.9M	3	17.96%	Increased
1222	AIA Group Hong Kong	$79.9M	+$11.9M	9	11.54%	Increased
1223	11 Capital Partners Darien, Connecticut	$79.8M	+$62.4M	3	18.18%	Increased
1224	Bristol Gate Capital Partners Toronto, Ontario, Canada	$79.7M	+$9.7M	1	4.76%	Increased
1225	TM Tiger Management New York	$79.7M	+$10.2M	3	15.67%	Increased