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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
1476	Pacific Global Investment Management Glendale, California	$67.3M	-$1.03M	5	13.34%	Reduced
1477	Mechanics Bank - Trust Department Walnut Creek, California	$67.3M	-$1.63M	5	11.04%	Reduced
1478	Empirical Wealth Management Seattle, Washington	$67.3M	+$4.97M	10	4.07%	Increased
1479	Zevin Asset Management Boston, Massachusetts	$67.2M	-$1.1M	6	13.36%	Reduced
1480	Integrated Advisors Network Dallas, Texas	$67.1M	+$2.24M	10	4.94%	Increased
1481	Keel Point Huntsville, Alabama	$67.1M	-$115K	7	7.48%	Reduced
1482	General Pension Society PZU Joint Stock Warsaw, Poland	$67M	-$7.63M	3	20.61%	Reduced
1483	Country Club Trust Kansas City, Missouri	$67M	+$2.8M	6	5.84%	Increased
1484	Rothschild Capital Partners New York	$66.7M	-$1.61M	5	21.35%	Reduced
1485	TrinityPoint Wealth Milford, Connecticut	$66.5M	+$2.63M	7	13.6%	Increased
1486	Addenda Capital Montreal, Quebec, Canada	$66.4M	+$4.96M	4	3.12%	Increased
1487	Stonebridge Capital Advisors St Paul, Minnesota	$66.4M	+$6.8M	14	8.03%	Increased
1488	Anderson Hoagland & Co St Louis, Missouri	$66.3M	+$189K	2	8.43%	Increased
1489	Arrow Financial Glens Falls, New York	$66.3M	-$1.62M	6	8.4%	Reduced
1490	Matrix Asset Advisors White Plains, New York	$66.1M	-$1.3M	4	9.51%	Reduced
1491	First Hawaiian Bank Honolulu, Hawaii	$66.1M	-$12.5M	8	2.74%	Reduced
1492	Credential Qtrade Securities Vancouver,	$65.8M	+$22M	8	5.17%	Increased
1493	GFI Investment Counsel Toronto, Ontario, Canada	$65.7M	+$332K	1	9.03%	Increased
1494	Nellore Capital Management Redwood City, California	$65.6M	+$16.4M	4	20.81%	Increased
1495	Jefferies Group New York	$65.5M	+$31.1M	15	0.41%	Increased
1496	Bar Harbor Wealth Management Concord, New Hampshire	$65.4M	-$2.59M	7	6.08%	Reduced
1497	Berkshire Asset Management Wilkes Barre, Pennsylvania	$65.3M	+$2.5M	7	4.41%	Increased
1498	M.D. Sass LLC New York	$65.3M	-$10.4M	4	10.79%	Reduced
1499	Robeco Schweiz Zurich, Switzerland	$65.2M	-$2.94M	4	0.91%	Reduced
1500	Bender Robert & Associates Pasadena, California	$65.1M	+$868K	6	18.5%	Increased