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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
1501	Fagan Associates Troy, New York	$31.4M	+$609K	5	12.96%	Increased
1502	Osborn Williams & Donohoe Cincinnati, Ohio	$31.4M	+$108K	7	4.88%	Increased
1503	Zevin Asset Management Boston, Massachusetts	$31.4M	-$1.29M	6	9.16%	Reduced
1504	KLWA Kelly Lawrence W & Associates Pasadens, California	$31.4M	+$98.7K	7	5.16%	Increased
1505	Caprock Group Boise, Idaho	$31.4M	+$797K	10	6.38%	Increased
1506	J.M. Forbes & Co Boston, Massachusetts	$31.3M	-$358K	5	6.66%	Reduced
1507	Virtu Financial New York	$31.2M	-$7.5M	16	1.91%	Reduced
1508	Rock Creek Group Washington, District of Columbia	$31.1M	+$32.7M	5	13.16%	New
1509	Advisornet Financial Minnetonka, Minnesota	$31M	+$883K	13	3.9%	Increased
1510	GAM GVO Asset Management Zug, Switzerland	$30.9M	-$9.19M	2	10.79%	Reduced
1511	American National Bank & Trust Wichita Falls, Texas	$30.9M	-$2.28M	8	8.91%	Reduced
1512	Lombard Odier Asset Management (USA) New York	$30.8M	+$5.8M	4	2.26%	Increased
1513	Hood River Capital Management Palm Beach Gardens, Florida	$30.8M	+$6.65M	2	1.36%	Increased
1514	SI Sensato Investors San Francisco, California	$30.7M	-$32.7M	2	5.31%	Reduced
1515	Cidel Asset Management Toronto, Ontario, Ontario, Canada	$30.7M	-$3.53M	5	1.35%	Reduced
1516	SKBA Capital Management San Francisco, California	$30.7M	-$4.62M	2	3.98%	Reduced
1517	AIM Assured Investment Management New York	$30.7M	-$7.92M	13	0.56%	Reduced
1518	Flagship Harbor Advisors Boston, Massachusetts	$30.6M	+$1.43M	17	5.68%	Increased
1519	Emerald Advisers Leola, Pennsylvania	$30.6M	+$54.8K	5	1.12%	Increased
1520	Family Management New York	$30.5M	-$1.11M	5	17.83%	Reduced
1521	PC PM Capital Sydney, Australia	$30.4M	+$1.47M	1	5.21%	Increased
1522	PM Precept Management Dallas, Texas	$30.4M	+$5.93M	3	8.64%	Increased
1523	Carroll Financial Associates Charlotte, North Carolina	$30.4M	-$174K	14	3.21%	Reduced
1524	Vigilant Capital Management Portland, Maine	$30.3M	+$1.44M	10	4.05%	Increased
1525	Biondo Investment Advisors Milford, Pennsylvania	$30.3M	-$782K	4	7.2%	Reduced