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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
1276	Hemenway Trust Hemenway Trust Salem, New Hampshire	$25M	+$360K	6	6.29%	Increased
1277	JWBC J.W. Burns & Co Dewitt, New York	$24.9M	+$508K	6	7.3%	Increased
1278	CAM Columbia Asset Management Ann Arbor, Michigan	$24.8M	+$117K	6	8.36%	Increased
1279	KAS Kemnay Advisory Services New York	$24.7M	-$25.6M	5	17.65%	Reduced
1280	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$24.6M	+$207K	2	3.07%	Increased
1281	JAM JW Asset Management Miami Beach, Florida	$24.5M	+$522K	3	16.31%	Increased
1282	FPCM Financial Partners Capital Management New York	$24.5M	+$165K	5	5.89%	Increased
1283	Mizuho Securities USA New York	$24.5M	-$115M	6	1.02%	Reduced
1284	Atwood & Palmer Kansas City, Missouri	$24.5M	+$496K	6	4.4%	Increased
1285	Beacon Trust Morristown, New Jersey	$24.4M	+$753K	4	4.02%	Increased
1286	MIM Marco Investment Management Atlanta, Georgia	$24.4M	-$459K	8	4.26%	Reduced
1287	Arvest Bank Trust Division Dewey, Oklahoma	$24.3M	-$480K	3	1.95%	Reduced
1288	Bank of the West Monterey Park, California	$24.3M	-$674K	7	3.37%	Reduced
1289	Walleye Trading New York	$24.3M	+$17.9M	13	0.17%	Increased
1290	J.P. Marvel Investment Advisors Boston, Massachusetts	$24.3M	+$6.97M	5	8.31%	Increased
1291	KLCM Advisors Milwaukee, Wisconsin	$24.2M	+$6.55M	3	7.12%	Increased
1292	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$24.2M	+$327K	2	2.59%	Increased
1293	Jasper Ridge Partners Menlo Park, California	$24.2M	+$13.7M	4	1.68%	Increased
1294	AssetMark Inc Concord, California	$24.2M	+$2.06M	13	0.35%	Increased
1295	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$24.1M	+$24M	2	4.32%	New
1296	Carrhae Capital London, United Kingdom	$24.1M	+$15M	1	10.21%	Increased
1297	Mechanics Bank - Trust Department Walnut Creek, California	$24M	-$221K	5	5.82%	Reduced
1298	Main Street Research Lakeville, Connecticut	$24M	+$10.9M	5	4.68%	Increased
1299	TLCM Tiger Legatus Capital Management New York	$24M	-$14.6M	2	8.87%	Reduced
1300	GIM Greystone Investment Management Cincinnati, Ohio	$24M	-$2.64M	4	12.45%	Reduced