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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
1351	First American Trust Santa Ana, California	$67.9M	-$1.74M	5	10.72%	Reduced
1352	Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts	$67.9M	-$78.5K	4	45.4%	Reduced
1353	Janney Capital Management Pittsburgh, Pennsylvania	$67.8M	-$2.11M	7	4.49%	Reduced
1354	IndexIQ Advisors New York	$67.8M	+$9.9M	12	2.4%	Increased
1355	Boothbay Fund Management New York	$67.7M	-$185M	14	2.53%	Reduced
1356	Private Advisory Group Redmond, Washington	$67.6M	+$7.33M	6	19.38%	Increased
1357	Academy Capital Management Waco, Texas	$67.6M	+$29.6M	4	13%	Increased
1358	Nexus Investment Management Toronto, Ontario, Canada	$67.5M	-$3.07M	3	7.69%	Reduced
1359	Grimes & Company Westborough, Massachusetts	$67.5M	+$195K	6	3.24%	Increased
1360	WM Wishbone Management Chicago, Illinois	$67.3M	$0	2	11.31%	Maintained
1361	Stansberry Asset Management Westlake, Texas	$67.3M	+$183K	4	17.79%	Increased
1362	MAM Morse Asset Management Darien, Connecticut	$67.3M	-$2.97M	7	17.26%	Reduced
1363	SP Asset Management Cupertino, California	$67.2M	+$260K	7	8.35%	Increased
1364	AL Arnhold LLC New York	$67.2M	+$2.16M	6	8.06%	Increased
1365	Bank Pictet & Cie (Asia) Singapore	$67.2M	-$7.47M	4	20.72%	Reduced
1366	AIS AM Investment Strategies Chattanooga, Tennessee	$67.2M	+$907K	5	18.72%	Increased
1367	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$67.2M	-$2.74M	5	6.45%	Reduced
1368	Old Republic International (ORI) Chicago, Illinois	$67.1M	-$9.9M	1	1.58%	Reduced
1369	MayTech Global Investments New York	$67M	+$153K	5	16.08%	Increased
1370	German American Bancorp Jasper, Indiana	$66.9M	+$4.12M	5	11.6%	Increased
1371	Poplar Forest Capital Pasadena, California	$66.8M	+$3.71M	4	6.68%	Increased
1372	Dorsey Asset Management Chicago, Illinois	$66.8M	-$29.8M	1	6.98%	Reduced
1373	Independent Financial Group San Diego, California	$66.6M	+$644K	12	8.62%	Increased
1374	Thompson Siegel & Walmsley Richmond, Virginia	$66.6M	-$2.31M	15	0.95%	Reduced
1375	Bourne Lent Asset Management Pawling, New York	$66.6M	-$47.6K	4	21.24%	Reduced