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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
1376	TPM Totem Point Management New York	$32.1M	+$32.8M	3	24.07%	New
1377	MayTech Global Investments New York	$32M	-$9.7M	5	20.57%	Reduced
1378	Sabal Trust St. Petersburg, Florida	$32M	-$1.2M	4	3.28%	Reduced
1379	Goelzer Investment Management Carmel, Indiana	$32M	+$879K	7	4.1%	Increased
1380	Cresset Asset Management Chicago, Illinois	$32M	+$34.7M	16	1.9%	New
1381	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$32M	+$16.1M	7	5.1%	Increased
1382	FA FDx Advisors Chicago, Illinois	$31.9M	-$25M	9	2.63%	Reduced
1383	Stonebridge Capital Advisors St Paul, Minnesota	$31.8M	+$118K	7	7.41%	Increased
1384	Van Cleef Asset Management Beachwood, Ohio	$31.7M	+$251K	5	8.46%	Increased
1385	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$31.6M	+$67K	5	10.06%	Increased
1386	Pembroke Management Montreal, Quebec, Canada	$31.6M	-$1.42M	2	4.31%	Reduced
1387	Northstar Investment Advisors Denver, Colorado	$31.6M	+$6.2M	6	6.88%	Increased
1388	J.P. Marvel Investment Advisors Boston, Massachusetts	$31.5M	+$34M	5	11.37%	New
1389	Amica Pension Fund Board of Trustees Providence, Rhode Island	$31.5M	-$21.1M	5	4.89%	Reduced
1390	NAM North American Management Boston, Massachusetts	$31.4M	-$1.55M	5	5.81%	Reduced
1391	ACM Aljian Capital Management Carson City, Nevada	$31.2M	+$33.3M	4	31.02%	New
1392	Granahan Investment Management Waltham, Massachusetts	$31.2M	+$7.01M	5	2.21%	Increased
1393	Mizuho Securities USA New York	$31.1M	+$24.5M	5	4.14%	Increased
1394	Thompson Investment Management Madison, Wisconsin	$31M	-$2.87M	5	7.26%	Reduced
1395	AGF Investments LLC Toronto, Ontario, Canada	$30.9M	-$1.38M	11	4.27%	Reduced
1396	Pitcairn Conshohocken, Pennsylvania	$30.9M	-$5.15M	9	3.43%	Reduced
1397	SVA Wealth Management Madison, Wisconsin	$30.9M	-$37K	6	3.48%	Reduced
1398	FWM Frontier Wealth Management Kansas City, Missouri	$30.9M	+$2.18M	8	4.69%	Increased
1399	Courier Capital Buffalo, New York	$30.9M	-$1.33M	6	4.52%	Reduced
1400	Compass Capital Management Minneapolis, Minnesota	$30.8M	-$254K	1	4.39%	Reduced