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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
1301	Fulton Breakefield Broenniman Bethesda, Maryland	$21.1M	-$6.86M	3	4.61%	Reduced
1302	Fulton Bank Lancaster, Pennsylvania	$21M	+$1.62M	6	2.14%	Increased
1303	TCV Trust & Wealth Management Richmond, Virginia	$20.9M	-$5.65M	6	3.76%	Reduced
1304	AS AIA (Singapore) Singapore	$20.9M	+$5.57M	1	9.44%	Increased
1305	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$20.6M	+$929K	5	3.84%	Increased
1306	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$20.6M	+$18.3M	1	19.41%	New
1307	SCA Signpost Capital Advisors New York	$20.6M	+$878K	1	9.63%	Increased
1308	MC Mathes Company New York	$20.6M	-$310K	5	12.35%	Reduced
1309	SIM Summitview Investment Management Grand Cayman, Cayman Islands	$20.5M	+$1.76M	1	15.33%	Increased
1310	J.M. Forbes & Co Boston, Massachusetts	$20.5M	-$8.73M	4	5.86%	Reduced
1311	EDRE Edmond de Rothschild (Europe) Luxembourg	$20.5M	-$3.77M	7	10.67%	Reduced
1312	Bank Pictet & Cie (Asia) Singapore	$20.5M	+$594K	4	12.11%	Increased
1313	Aureus Asset Management Boston, Massachusetts	$20.4M	+$78.3K	5	4.46%	Increased
1314	IAM Integre Asset Management New York	$20.4M	-$270K	5	6.1%	Reduced
1315	KPF K2 Principal Fund Toronto, Ontario, Canada	$20.4M	-$5.05M	2	2.78%	Reduced
1316	SII Investments Appleton, Wisconsin	$20.4M	+$2.29M	7	1.92%	Increased
1317	Bank of the West Monterey Park, California	$20.4M	+$1.58M	6	2.81%	Increased
1318	First Interstate Bank Billings, Montana	$20.3M	-$200K	8	4.25%	Reduced
1319	RCIM Russell Clark Investment Management London, United Kingdom	$20.2M	$0	1	5.72%	Maintained
1320	PIM Profit Investment Management North Bethesda, Maryland	$20.2M	-$12.6M	5	8.57%	Reduced
1321	Engineers Gate Manager New York	$20.1M	-$5.66M	6	1.57%	Reduced
1322	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$20M	+$129K	5	2.72%	Increased
1323	QI Quotient Investors New York	$19.9M	+$2.26M	6	7.3%	Increased
1324	Bristlecone Advisors Bellevue, Washington	$19.9M	+$1.14M	5	7.87%	Increased
1325	ICP IBIS Capital Partners London, United Kingdom	$19.9M	+$1.06M	1	8.35%	Increased