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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	Madrona Venture Group Seattle, Washington	$106M	-$16.9M	1	24.77%	Reduced
1202	Principle Wealth Partners Madison, Connecticut	$106M	+$204K	6	9.1%	Increased
1203	First American Trust Santa Ana, California	$106M	+$6.01M	5	13.07%	Increased
1204	AL Arnhold LLC New York	$105M	-$4.88M	10	11.78%	Reduced
1205	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$105M	-$1.73M	10	14.45%	Reduced
1206	Valiant Capital Management San Francisco, California	$105M	-$15.1M	2	5.13%	Reduced
1207	Means Investment Company Bangor, Maine	$105M	+$1.93M	8	15.08%	Increased
1208	Fulton Bank Lancaster, Pennsylvania	$105M	-$406K	10	4.71%	Reduced
1209	ProVise Management Group Clearwater, Florida	$105M	+$1.39M	6	8.86%	Increased
1210	Moneta Group Investment Advisors St Louis, Missouri	$104M	-$22.8M	8	2.06%	Reduced
1211	Lockheed Martin Investment Management Bethesda, Maryland	$104M	-$15.8M	4	7.46%	Reduced
1212	Bell Asset Management Melbourne, Australia	$104M	+$4.03M	4	15.89%	Increased
1213	Baxter Bros Inc Riverside, Connecticut	$104M	-$931K	5	14.38%	Reduced
1214	Campbell Newman Asset Management Milwaukee, Wisconsin	$103M	-$1.39M	4	8.9%	Reduced
1215	Grandfield & Dodd New York	$103M	-$1.78M	6	7.12%	Reduced
1216	Janney Capital Management Pittsburgh, Pennsylvania	$103M	-$3.4M	7	6.9%	Reduced
1217	Twin Capital Management Mcmurray, Pennsylvania	$103M	-$7.86M	9	13.47%	Reduced
1218	Estabrook Capital Management New York	$103M	-$1.62M	9	16.79%	Reduced
1219	Ledyard National Bank	$103M	-$537K	6	10.56%	Reduced
1220	Asset Advisors Investment Management Augusta, Georgia	$102M	+$904K	4	12.51%	Increased
1221	Rollins Financial Atlanta, Georgia	$102M	+$3.23M	4	21.39%	Increased
1222	Rollins Financial Advisors New York City, New York	$102M	+$96.5M	4	21.39%	New
1223	Shapiro Capital Management Atlanta, Georgia	$102M	-$52.8M	2	2.83%	Reduced
1224	TD Private Client Wealth New York	$102M	-$1.99M	15	3.7%	Reduced
1225	Alerus Financial Grand Forks, North Dakota	$102M	-$19.1M	6	8.31%	Reduced