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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	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$56M	-$15.5M	7	6.59%	Reduced
1377	RIA RPG Investment Advisory Pleasanton, California	$56M	+$3.62M	9	13.7%	Increased
1378	Nicollet Investment Management Minneapolis, Minnesota	$55.9M	-$383K	6	28.29%	Reduced
1379	WMS Partners Towson, Maryland	$55.9M	-$356K	8	10.84%	Reduced
1380	Ashburton (Jersey) St Helier, Jersey	$55.8M	$0	8	28.8%	Maintained
1381	Choate Investment Advisors Boston, Massachusetts	$55.7M	+$4.26M	6	3.61%	Increased
1382	Gradient Investments Arden Hills, Minnesota	$55.6M	-$7.35M	19	2.34%	Reduced
1383	FPCM Financial Partners Capital Management New York	$55.6M	-$1.16M	6	14.77%	Reduced
1384	KFS Kurt F. Somerville	$55.5M	-$1.09M	5	9.78%	Reduced
1385	WM WS Management Jacksonville, Florida	$55.5M	-$5.73M	2	5.98%	Reduced
1386	Bar Harbor Wealth Management Concord, New Hampshire	$55.5M	-$3.62M	8	6.13%	Reduced
1387	General Pension Society PZU Joint Stock Warsaw, Poland	$55.4M	-$152K	3	23.22%	Reduced
1388	IHT Wealth Management Chicago, Illinois	$55.3M	+$8.19M	11	5.55%	Increased
1389	Canandaigua National Corp Canandaigua, New York	$55.2M	-$2.09M	8	9.77%	Reduced
1390	Sompo Asset Management Tokyo, Japan	$55.1M	+$738K	6	13.27%	Increased
1391	Sonora Investment Management Tucson, Arizona	$54.9M	+$1.6M	15	5.08%	Increased
1392	Ensemble Capital Management San Francisco, California	$54.9M	+$4.8M	3	6.45%	Increased
1393	Bender Robert & Associates Pasadena, California	$54.8M	-$700K	6	19.62%	Reduced
1394	Matrix Asset Advisors White Plains, New York	$54.5M	-$1.93M	4	10.6%	Reduced
1395	Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$54.5M	+$122K	10	4.76%	Increased
1396	Value Partners Investments Winnipeg, Manitoba, Canada	$54.5M	+$15.9M	2	5.53%	Increased
1397	Dorsey & Whitney Trust Sioux Falls, South Dakota	$54.5M	-$1.74M	10	7.26%	Reduced
1398	MRCP Manor Road Capital Partners New York	$54.3M	-$24.4M	1	19.17%	Reduced
1399	Vident Investment Advisory Alpharetta, Georgia	$54.1M	+$7.83M	17	2.69%	Increased
1400	Veritas Investment Management (UK) London, United Kingdom	$54.1M	-$2.24M	4	12.14%	Reduced