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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	MWA Miller Wealth Advisors Ridgeway, Colorado	$91.9M	-$1.01M	3	54.86%	Reduced
1377	Alight Capital Management New York	$91.9M	+$830K	10	29.16%	Increased
1378	Blue Whale Capital London, United Kingdom	$91.8M	-$17.7M	1	9.69%	Reduced
1379	SlateStone Wealth Jupiter, Florida	$91.5M	+$14.6M	7	9.19%	Increased
1380	Spinnaker Trust Portland, Maine	$91.5M	+$2.94M	7	5.91%	Increased
1381	Washington Trust Bank Spokane, Washington	$91.4M	-$4.92M	6	8.71%	Reduced
1382	Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts	$91.3M	-$1.76M	4	51.23%	Reduced
1383	CIA Covington Investment Advisors Ligonier, Pennsylvania	$91.3M	+$4.29M	4	14.88%	Increased
1384	Onex Canada Asset Management Toronto, Ontario, Canada	$91.1M	-$5.03M	5	9.1%	Reduced
1385	BTC Capital Management Des Moines, Iowa	$91M	+$86.5M	4	8.32%	New
1386	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$90.7M	-$58K	6	9.25%	Reduced
1387	Waycross Partners Louisville, Kentucky	$90.7M	+$5.63M	3	15.59%	Increased
1388	Pictet North America Advisors Geneva 73, Switzerland	$90.6M	-$1.2M	5	10.12%	Reduced
1389	Harvey Capital Management Palm Beach, Florida	$90.6M	+$2.46M	6	26.51%	Increased
1390	Cantor Fitzgerald New York	$90.5M	+$13.7M	6	21.35%	Increased
1391	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$90.2M	-$1.52M	7	6.86%	Reduced
1392	Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$90.1M	-$1.99M	1	10.99%	Reduced
1393	Manchester Global Management London, United Kingdom	$90.1M	+$26.5M	3	15.82%	Increased
1394	Spyglass Capital Management San Francisco, California	$89.9M	-$67.1M	2	5.99%	Reduced
1395	ACM Aljian Capital Management Carson City, Nevada	$89.5M	-$578K	4	33.25%	Reduced
1396	Bar Harbor Wealth Management Concord, New Hampshire	$89.3M	+$2.37M	7	5.96%	Increased
1397	Anchor Investment Management Columbia, South Carolina	$89.2M	+$2.95M	14	9.35%	Increased
1398	Bath Savings Trust Bath, Maine	$89.1M	+$104K	6	9.46%	Increased
1399	Atika Capital Management New York	$89M	+$32.5M	5	8.77%	Increased
1400	Zevin Asset Management Boston, Massachusetts	$88.8M	-$2.17M	4	14.76%	Reduced