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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	Ledyard National Bank	$90.8M	-$1.83M	6	10.34%	Reduced
1227	IVMX Institutional Venture Management XVI Menlo Park, California	$90.8M	$0	1	61.79%	Maintained
1228	TD Private Client Wealth New York	$90.8M	-$2.39M	15	3.93%	Reduced
1229	Ninety One Cape Town, South Africa	$90.7M	+$19.5M	3	17.52%	Increased
1230	Janney Capital Management Pittsburgh, Pennsylvania	$90.6M	+$535K	7	6.97%	Increased
1231	Quest Investment Management Lake Oswego, Oregon	$89.7M	+$9.6M	4	12.68%	Increased
1232	Cookson Peirce & Co Pittsburgh, Pennsylvania	$89.6M	+$40M	7	5.87%	Increased
1233	Taikang Asset Management (HK) Hong Kong	$89.6M	+$11M	5	20.46%	Increased
1234	Estabrook Capital Management New York	$89.5M	-$2.17M	9	15.75%	Reduced
1235	LRPA L. Roy Papp & Associates Phoenix, Arizona	$89.3M	-$227K	6	12.1%	Reduced
1236	Palisade Asset Management Minneapolis, Minnesota	$89.1M	-$417K	6	10.83%	Reduced
1237	DFPG Investments Sandy, Utah	$89.1M	+$6.03M	12	8.28%	Increased
1238	Benjamin F. Edwards & Company St. Louis, Missouri	$88.9M	-$1.82M	21	3.41%	Reduced
1239	Grandfield & Dodd New York	$88.9M	-$1.6M	6	6.53%	Reduced
1240	Means Investment Company Bangor, Maine	$88.8M	-$2.25M	8	14.54%	Reduced
1241	BAM Bell Asset Management Melbourne, Australia	$88.8M	+$27.9M	4	14.61%	Increased
1242	Campbell Newman Asset Management Milwaukee, Wisconsin	$88.7M	-$525K	4	8.39%	Reduced
1243	First Hawaiian Bank Honolulu, Hawaii	$88.7M	-$1.69M	10	3.02%	Reduced
1244	Deltec Asset Management New York	$88.6M	+$8.74M	7	20.18%	Increased
1245	Integrated Advisors Network Dallas, Texas	$88.5M	-$2.76M	12	5.41%	Reduced
1246	Value Partners Investments Winnipeg, Manitoba, Canada	$88.4M	-$6.5M	3	7.32%	Reduced
1247	Addenda Capital Montreal, Quebec, Canada	$88.3M	-$3.67M	7	3.84%	Reduced
1248	Cyndeo Wealth Partners St. Petersburg, Florida	$88.3M	+$9.03M	8	9.2%	Increased
1249	Meeder Asset Management Dublin, Ohio	$88.3M	-$45.8M	8	6.97%	Reduced
1250	IHT Wealth Management Chicago, Illinois	$88.1M	+$4.46M	10	4.47%	Increased