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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
1226	Soma Equity Partners San Francisco, California	$33.7M	+$11.6M	1	7.11%	Increased
1227	Zeke Capital Advisors Berwyn, Pennsylvania	$33.7M	+$15.8M	9	4.61%	Increased
1228	Thompson Investment Management Madison, Wisconsin	$33.7M	-$607K	6	6.28%	Reduced
1229	Colonial Trust Advisors Spartanburg, South Carolina	$33.5M	+$164K	6	7.36%	Increased
1230	Independent Advisor Alliance Charlotte, North Carolina	$33.4M	+$7.79M	8	9.19%	Increased
1231	Advisory Research Chicago, Illinois	$33.4M	+$9.12M	7	0.53%	Increased
1232	Check Capital Management Costa Mesa, California	$33.3M	-$1.37M	3	1.99%	Reduced
1233	Kings Point Capital Management Great Neck, New York	$33.2M	+$3.68M	8	7.41%	Increased
1234	Ionic Capital Management New York	$33.2M	-$6M	6	1.34%	Reduced
1235	CPWM LLC Seattle, Washington	$33.2M	-$3.03M	7	7.79%	Reduced
1236	Calamos Wealth Management Naperville, Illinois	$33.1M	-$1.78M	5	4.58%	Reduced
1237	Zevin Asset Management Boston, Massachusetts	$33M	+$41K	6	7.76%	Increased
1238	Murphy Capital Management Bedminster, New Jersey	$32.9M	+$342K	8	4.71%	Increased
1239	PCM Prime Capital Management Hong Kong	$32.8M	$0	2	16.32%	Maintained
1240	State of Alaska Department of Revenue Juneau, Alaska	$32.7M	+$6.25M	10	1.66%	Increased
1241	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$32.7M	+$749K	10	5.93%	Increased
1242	Paloma Partners Greenwich, Connecticut	$32.6M	-$13.6M	13	0.45%	Reduced
1243	AAC Asset Advisors Corp Augusta, Georgia	$32.6M	+$547K	5	5.8%	Increased
1244	TIAAOA Teachers Insurance & Annuity Association of America New York	$32.5M	-$2.45M	2	0.88%	Reduced
1245	Grimes & Company Westborough, Massachusetts	$32.5M	-$176K	5	3.46%	Reduced
1246	Cadinha & Co Honolulu, Hawaii	$32.5M	-$157K	5	5.54%	Reduced
1247	Albion Financial Group Salt Lake City, Utah	$32.4M	+$204K	7	4.95%	Increased
1248	GIM Greystone Investment Management Cincinnati, Ohio	$32.3M	-$150K	4	15.56%	Reduced
1249	General Pension Society PZU Joint Stock Warsaw, Poland	$32.3M	-$1.95M	3	15.5%	Reduced
1250	CCM Cadence Capital Management Boston, Massachusetts	$32.3M	-$11.6M	10	2.02%	Reduced