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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
1451	Rosenblum Silverman Sutton San Francisco, California	$67.3M	-$8.59M	4	15.4%	Reduced
1452	MSD Partners New York	$67.2M	+$22.3M	2	2.04%	Increased
1453	Cadinha & Co Honolulu, Hawaii	$67.2M	+$1.42M	5	9.59%	Increased
1454	Hennion & Walsh Asset Management Parsippany, New Jersey	$67.2M	-$69.8K	8	3.53%	Reduced
1455	Arrow Financial Glens Falls, New York	$66.9M	-$1.83M	6	8.64%	Reduced
1456	Rothschild Capital Partners New York	$66.8M	-$1.99M	4	21.35%	Reduced
1457	Fairfield, Bush & Co Darien, Connecticut	$66.7M	-$17.7M	7	21.66%	Reduced
1458	LVM Capital Management Portage, Michigan	$66.6M	-$6.57M	7	10.05%	Reduced
1459	Nicollet Investment Management Minneapolis, Minnesota	$66.6M	-$502K	6	28.02%	Reduced
1460	Ferris Capital Marlborough, Massachusetts	$66.4M	+$57.8M	9	14.24%	Increased
1461	Dorsey Asset Management Chicago, Illinois	$66.4M	+$529K	1	5.8%	Increased
1462	Progressive Investment Management Lake Oswego, Oregon	$66.3M	+$1.57M	5	19.68%	Increased
1463	Symmetry Partners Glastonbury, Connecticut	$66.2M	+$8.21M	10	4.36%	Increased
1464	Royce & Associates New York	$66.1M	+$15.5M	3	0.49%	Increased
1465	TCOT Trust Company of Toledo Holland, Ohio	$66.1M	-$11.4K	6	10.8%	Reduced
1466	Engle Capital Management Greenwich, Connecticut	$66M	+$14.2M	1	10.93%	Increased
1467	Parcion Private Wealth Bellevue, Washington	$65.9M	+$114K	6	5.85%	Increased
1468	Global Endowment Management Charlotte, North Carolina	$65.9M	+$4.89M	4	4.34%	Increased
1469	Poplar Forest Capital Pasadena, California	$65.8M	-$2.22M	4	6.76%	Reduced
1470	Blue Fin Capital Warren, Rhode Island	$65.8M	+$385K	7	20.09%	Increased
1471	SC Saybrook Capital Winston Salem, North Carolina	$65.8M	-$29.4K	4	18.2%	Reduced
1472	Transform Wealth Greenwood Village, Colorado	$65.8M	+$93.3K	4	7.54%	Increased
1473	Princeton Capital Management Red Bank, New Jersey	$65.6M	+$12.4K	6	20.92%	Increased
1474	Anderson Hoagland & Co St Louis, Missouri	$65.4M	-$636K	2	8.34%	Reduced
1475	Coastline Trust Providence, Rhode Island	$65.4M	-$379K	6	8.13%	Reduced