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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	UAM UAS Asset Management New York	$94M	-$14.8M	2	28.74%	Reduced
1202	Knights of Columbus Asset Advisors New Haven, Connecticut	$94M	+$3.97M	7	8.59%	Increased
1203	JC JBF Capital Aspen, Colorado	$93.8M	+$2.47M	5	20.73%	Increased
1204	Harvest Fund Management Beijing, China	$93.7M	-$950K	15	16.37%	Reduced
1205	VSAM Value Star Asset Management Hong Kong	$93.5M	-$20.7M	5	32.97%	Reduced
1206	SeaCrest Wealth Management Purchase, New York	$93.5M	-$675K	9	12.14%	Reduced
1207	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$93.3M	-$1.16M	11	14.17%	Reduced
1208	Dundas Partners Edinburgh, United Kingdom	$93.2M	-$11.4M	2	9.16%	Reduced
1209	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$92.9M	+$47.3M	6	5.04%	Increased
1210	Penn Davis McFarland Dallas, Texas	$92.7M	-$1.25M	4	16.24%	Reduced
1211	Capstone Investment Advisors New York	$92.6M	+$37.8M	13	0.42%	Increased
1212	RNC Capital Management Los Angeles, California	$92.6M	-$5.39M	6	5.75%	Reduced
1213	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$92.3M	-$303K	6	9.11%	Reduced
1214	Principle Wealth Partners Madison, Connecticut	$92.2M	-$10.3K	6	9.27%	Reduced
1215	Greenwood Gearhart Fayetteville, Arkansas	$92.1M	+$677K	5	10.9%	Increased
1216	BBI Baxter Bros Inc Riverside, Connecticut	$91.9M	-$1.63M	4	13.95%	Reduced
1217	ProVise Management Group Clearwater, Florida	$91.6M	+$2.66M	6	8.51%	Increased
1218	Circle Wealth Management Summit, New Jersey	$91.5M	+$53.1M	8	2.28%	Increased
1219	Baltimore-Washington Financial Advisors Columbia, Maryland	$91.4M	-$30K	4	7.4%	Reduced
1220	Fulton Bank Lancaster, Pennsylvania	$91.4M	+$1.9M	9	4.55%	Increased
1221	Harvest Portfolios Group Oakville, Ontario, Canada	$91.3M	-$4.91M	6	4.31%	Reduced
1222	Petredis Investment Advisors Warrendale, Pennsylvania	$91.2M	+$461K	4	12.98%	Increased
1223	Payden & Rygel Los Angeles, California	$91.2M	+$25.1M	5	6.23%	Increased
1224	Payden & Rygel Investment Group Los Angeles, California	$91.2M	+$94.9M	5	6.23%	New
1225	TM Tikvah Management Charlotte, North Carolina	$91.1M	-$2.15M	3	32.68%	Reduced