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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
1326	Narwhal Capital Management Marietta, Georgia	$20.6M	+$371K	5	7.14%	Increased
1327	First Interstate Bank Billings, Montana	$20.6M	-$1.74M	10	4.26%	Reduced
1328	AAM Augustine Asset Management Jacksonville, Florida	$20.5M	-$989K	2	15.86%	Reduced
1329	SFG Sather Financial Group Victoria, Texas	$20.5M	-$1.54M	3	8.62%	Reduced
1330	PGIM Pacific Global Investment Management Glendale, California	$20.5M	+$442K	6	4.65%	Increased
1331	SHG Seven Harbour Global New York	$20.5M	+$19.3M	2	13.43%	New
1332	Fulton Breakefield Broenniman Bethesda, Maryland	$20.5M	+$1.48M	3	4.52%	Increased
1333	SMI Shelter Mutual Insurance Columbia, Missouri	$20.4M	$0	2	6.34%	Maintained
1334	Old Mutual Customised Solutions Pinelands, South Africa	$20.3M	+$9.23M	8	5.13%	Increased
1335	CF Cypress Funds Los Angeles, California	$20.3M	+$18.9M	1	5.16%	New
1336	FBP Flippin Bruce & Porter Lynchburg, Virginia	$20.3M	+$2.69M	3	6.86%	Increased
1337	NC NBW Capital Boston, Massachusetts	$20.2M	-$1.17M	3	6.21%	Reduced
1338	Aureus Asset Management Boston, Massachusetts	$20.2M	+$7.85M	6	4.54%	Increased
1339	Pictet North America Advisors Geneva 73, Switzerland	$20.2M	+$14.1M	5	4.71%	Increased
1340	BPM Bowling Portfolio Management Cincinnati, Ohio	$20.2M	+$750K	7	4.45%	Increased
1341	InterOcean Capital Chicago, Illinois	$20M	-$94.5K	5	6.36%	Reduced
1342	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$20M	+$863K	5	3%	Increased
1343	Partners Capital Investment Group Boston, Massachusetts	$20M	+$19.1M	4	6.7%	New
1344	Advisory Research Chicago, Illinois	$20M	-$2.73M	2	0.3%	Reduced
1345	JLB & Associates Plymouth, Michigan	$19.9M	-$318K	3	6.15%	Reduced
1346	CAM CG Asset Management New York	$19.8M	+$2.12M	3	7.88%	Increased
1347	Cetera Advisors Denver, Colorado	$19.8M	+$3.44M	8	1.68%	Increased
1348	PAA Peregrine Asset Advisers Portland, Oregon	$19.7M	+$4.62M	7	16.93%	Increased
1349	CW Cobiz Wealth Denver, Colorado	$19.6M	-$687K	6	4.64%	Reduced
1350	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$19.6M	-$6.7M	4	9.73%	Reduced