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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	Alpine Woods Capital Investors Purchase, New York	$56.1M	-$8.96M	7	7.63%	Reduced
1377	Bar Harbor Wealth Management Concord, New Hampshire	$55.9M	-$1.57M	7	4.82%	Reduced
1378	Savant Capital Rockford, Illinois	$55.9M	-$1.26M	8	1.74%	Reduced
1379	Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$55.8M	-$1.33M	5	30.86%	Reduced
1380	Minneapolis Portfolio Management Group Wayzata, Minnesota	$55.8M	-$1.46M	2	9.3%	Reduced
1381	VM Venator Management Pittsburgh, Pennsylvania	$55.7M	+$2.69M	3	23.77%	Increased
1382	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$55.6M	$0	2	1.43%	Maintained
1383	180 Wealth Advisors Federal Way, Washington	$55.6M	+$339K	14	15.3%	Increased
1384	GHP Investment Advisors Denver, Colorado	$55.6M	+$1.98M	17	4.27%	Increased
1385	Simmons Bank Pine Bluff, Arkansas	$55.6M	+$425K	7	5.18%	Increased
1386	Caxton Associates (New York) New York	$55.5M	+$60.2M	7	7.4%	Increased
1387	Horizon Investments Charlotte, North Carolina	$55.5M	+$8.67M	7	1.71%	Increased
1388	DRW Securities Chicago, Illinois	$55.4M	+$1.31M	6	1.17%	Increased
1389	First American Trust Santa Ana, California	$55.4M	-$355K	5	9.3%	Reduced
1390	SIM SW Investment Management Telluride, Colorado	$55.3M	-$5.31M	1	27.79%	Reduced
1391	Deer Management Company Larchmont, New York	$55.2M	+$59.2M	1	3.87%	New
1392	Zevin Asset Management Boston, Massachusetts	$55.2M	+$2.45M	4	13.04%	Increased
1393	Pitcairn Conshohocken, Pennsylvania	$55.2M	+$1.2M	11	5.97%	Increased
1394	Spinnaker Trust Portland, Maine	$55.1M	+$65.6K	7	4.57%	Increased
1395	Bourne Lent Asset Management Pawling, New York	$55.1M	-$293K	4	23.95%	Reduced
1396	CMH Wealth Management Portsmouth, New Hampshire	$55M	-$2.28M	3	20.15%	Reduced
1397	Caldwell Trust Venice, Florida	$54.9M	-$1.12M	15	8.15%	Reduced
1398	Webster Bank Waterbury, Connecticut	$54.8M	-$348K	12	7.95%	Reduced
1399	Abbrea Capital Greenbrae, California	$54.8M	-$4.04M	6	10.36%	Reduced
1400	Privium Fund Management Amsterdam, Netherlands	$54.8M	+$9.8M	5	19.9%	Increased