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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	Hemenway Trust Hemenway Trust Salem, New Hampshire	$35.3M	+$382K	6	6.72%	Increased
1327	Boothbay Fund Management New York	$35.3M	+$6.91M	8	4.18%	Increased
1328	Novare Capital Management Charlotte, North Carolina	$35.2M	+$1.41M	5	6.17%	Increased
1329	NAM North American Management Boston, Massachusetts	$35.2M	-$10.9M	5	5.65%	Reduced
1330	Maple Capital Management Montpelier, Vermont	$35.2M	+$967K	5	8.77%	Increased
1331	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$35.2M	-$468K	2	11.43%	Reduced
1332	Transform Wealth Greenwood Village, Colorado	$34.9M	+$2.81M	7	6.62%	Increased
1333	WealthTrust Fairport Cleveland, Ohio	$34.8M	+$1.25M	11	3.49%	Increased
1334	KLCM Advisors Milwaukee, Wisconsin	$34.8M	+$6.44M	5	9.43%	Increased
1335	RIM Regent Investment Management Louisville, Kentucky	$34.7M	-$157K	8	11.74%	Reduced
1336	CCT Chemung Canal Trust Elmira, New York	$34.7M	-$2.41M	5	8.28%	Reduced
1337	GW&K Investment Management Boston, Massachusetts	$34.5M	-$5.47M	2	0.58%	Reduced
1338	Frontier Investment Management Dallas, Texas	$34.4M	-$1.03M	7	2.86%	Reduced
1339	Verdence Capital Advisors Hunt Valley, Maryland	$34.3M	-$946K	9	8.27%	Reduced
1340	MainStreet Investment Advisors Chicago, Illinois	$34.3M	+$89.9K	6	5.28%	Increased
1341	Parker Investment Management Menlo Park, California	$34.3M	+$988K	4	12.21%	Increased
1342	Chemical Bank Detroit, Michigan	$34.2M	+$3.84M	6	3.74%	Increased
1343	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$34.2M	-$2.64M	3	1.56%	Reduced
1344	Thompson Investment Management Madison, Wisconsin	$34.1M	-$1.9M	5	6.36%	Reduced
1345	Columbia Asset Management Ann Arbor, Michigan	$34.1M	+$231K	6	10%	Increased
1346	Alerus Financial Grand Forks, North Dakota	$34.1M	-$6.56M	4	4.89%	Reduced
1347	GIM Greystone Investment Management Cincinnati, Ohio	$34M	-$1.24M	4	15.79%	Reduced
1348	CEI Clark Estates Inc New York	$33.9M	+$20.6M	3	5.42%	Increased
1349	Elite Wealth Management Kirkland, Washington	$33.9M	+$2.13M	6	27.77%	Increased
1350	SKBA Capital Management San Francisco, California	$33.8M	-$4.83M	2	4.59%	Reduced