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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	Bristlecone Advisors Bellevue, Washington	$21.3M	-$3.12M	5	7.66%	Reduced
1327	SPM Symmetry Peak Management Radnor, Pennsylvania	$21.3M	+$12.1M	3	2.27%	Increased
1328	MRCM M&R Capital Management Summit, New Jersey	$21.3M	-$773K	9	6.02%	Reduced
1329	CIM CenturyLink Investment Management Denver, Colorado	$21.3M	-$3.33M	6	7.22%	Reduced
1330	JLB & Associates Plymouth, Michigan	$21.2M	-$123K	3	5.86%	Reduced
1331	ICP IBIS Capital Partners London, United Kingdom	$21.2M	+$1.06M	1	7.87%	Increased
1332	Weatherly Asset Management Del Mar, California	$21.2M	+$391K	6	7.03%	Increased
1333	Ally Financial Detroit, Michigan	$21.2M	-$26M	4	3.72%	Reduced
1334	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$21.1M	-$9.05M	2	4.44%	Reduced
1335	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$21.1M	-$247K	5	3.78%	Reduced
1336	CW Cobiz Wealth Denver, Colorado	$21.1M	+$32.5K	6	5.08%	Increased
1337	Exchange Capital Management Ann Arbor, Michigan	$21M	-$94.3K	6	8.26%	Reduced
1338	SVA Wealth Management Madison, Wisconsin	$21M	+$20.1K	6	3.27%	Increased
1339	Appleton Partners Boston, Massachusetts	$21M	-$1.16M	7	3.95%	Reduced
1340	Beese Fulmer Investment Management Canton, Ohio	$21M	+$1.11M	6	5.66%	Increased
1341	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$20.9M	-$346K	4	2.5%	Reduced
1342	First Horizon Advisors Memphis, Tennessee	$20.9M	+$5.15M	12	2.66%	Increased
1343	Old Mutual Customised Solutions Pinelands, South Africa	$20.9M	-$2.38M	7	6%	Reduced
1344	OCM Olstein Capital Management Purchase, New York	$20.9M	+$204K	2	2.75%	Increased
1345	PWM Patriot Wealth Management Houston, Texas	$20.9M	-$590K	3	4.03%	Reduced
1346	Partners Capital Investment Group Boston, Massachusetts	$20.8M	+$229K	3	5.1%	Increased
1347	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$20.8M	-$1.29M	2	1.68%	Reduced
1348	AIA Affinity Investment Advisors Newport Beach, California	$20.8M	+$11.3M	3	1.76%	Increased
1349	CPH C Partners Holding Zurich, Switzerland	$20.7M	+$2.37M	1	8.43%	Increased
1350	Wallington Asset Management Indianapolis, Indiana	$20.7M	+$5.5M	3	6.82%	Increased