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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	HBK Investments Dallas, Texas	$35M	-$95.8M	6	0.27%	Reduced
1302	GIM Greystone Investment Management Cincinnati, Ohio	$34.9M	-$198K	4	15.79%	Reduced
1303	CC Courier Capital Buffalo, New York	$34.8M	+$1.38M	6	4.47%	Increased
1304	Weatherly Asset Management Del Mar, California	$34.8M	+$1.55M	7	8.41%	Increased
1305	TCM Tradewinds Capital Management Bellingham, Washington	$34.7M	-$416K	12	16.94%	Reduced
1306	Hemenway Trust Hemenway Trust Salem, New Hampshire	$34.6M	+$406K	6	6.59%	Increased
1307	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$34.5M	+$2.21M	9	2.73%	Increased
1308	SeaCrest Wealth Management Purchase, New York	$34.5M	+$33.5M	20	6.3%	New
1309	Verdence Capital Advisors Hunt Valley, Maryland	$34.3M	+$34.1M	9	8.19%	New
1310	Central Securities New York	$34.3M	$0	3	5.49%	Maintained
1311	BBI Baxter Bros Inc Riverside, Connecticut	$34.2M	-$1.47M	5	9.37%	Reduced
1312	Baltimore-Washington Financial Advisors Columbia, Maryland	$34.1M	+$557K	4	7.17%	Increased
1313	Fulton Bank Lancaster, Pennsylvania	$34.1M	+$1.6M	9	2.41%	Increased
1314	JWBC J.W. Burns & Co Dewitt, New York	$34.1M	-$221K	7	8.63%	Reduced
1315	Pitcairn Conshohocken, Pennsylvania	$34M	+$1.04M	10	3.39%	Increased
1316	Traynor Capital Management Malvern, Pennsylvania	$33.9M	+$2.63M	8	14.48%	Increased
1317	Voya Financial Advisors Windsor, Connecticut	$33.8M	+$3.6M	8	2.17%	Increased
1318	CCT Chemung Canal Trust Elmira, New York	$33.7M	-$282K	5	7.37%	Reduced
1319	Lincoln National Corp Radnor, Pennsylvania	$33.7M	+$17.2M	10	1.03%	Increased
1320	Sunriver Management Greenwich, Connecticut	$33.7M	+$4.78M	1	7.1%	Increased
1321	Goelzer Investment Management Carmel, Indiana	$33.6M	+$3.13M	7	3.78%	Increased
1322	Parker Investment Management Menlo Park, California	$33.6M	+$201K	3	12.27%	Increased
1323	SCA Snowden Capital Advisors New York	$33.5M	+$2.45M	7	4.79%	Increased
1324	First Citizens Bank & Trust Raleigh, North Carolina	$33.4M	-$4.82M	7	4.5%	Reduced
1325	Maple Capital Management Montpelier, Vermont	$33.2M	+$327K	5	8.53%	Increased