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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
1526	Selkirk Management Chatham, New Jersey	$63.4M	$0	2	40.06%	Maintained
1527	Garde Capital Seattle, Washington	$63.4M	-$6.13M	9	6.51%	Reduced
1528	Foster Dykema Cabot & Co Waltham, Massachusetts	$63.3M	+$676K	4	7.64%	Increased
1529	Beutel, Goodman & Co Toronto, Ontario, Canada	$63.3M	+$19.7M	3	0.36%	Increased
1530	Edge Wealth Management New York	$62.9M	+$321K	3	12.4%	Increased
1531	Janney Capital Management Pittsburgh, Pennsylvania	$62.8M	+$1.27M	5	4.46%	Increased
1532	Sand Hill Global Advisors Palo Alto, California	$62.8M	+$1.58M	6	3.47%	Increased
1533	K.J. Harrison & Partners Toronto, Ontario, Canada	$62.8M	-$4.45M	5	10.07%	Reduced
1534	CFM Wealth Partners Austin, Texas	$62.7M	-$70.2K	7	15.02%	Reduced
1535	Valicenti Advisory Services Elmira, New York	$62.7M	+$1.24M	6	16.49%	Increased
1536	Cornerstone Advisory Hunt Valley, Maryland	$62.7M	+$5.92M	9	9.55%	Increased
1537	Resources Management Corp West Hartford, Connecticut	$62.6M	-$822K	9	8.75%	Reduced
1538	Nicollet Investment Management Minneapolis, Minnesota	$62.6M	-$2.29M	5	27.78%	Reduced
1539	Hilltop Holdings Dallas, Texas	$62.4M	-$4.77M	10	7.03%	Reduced
1540	JW Asset Management Miami Beach, Florida	$62.4M	-$15.5M	1	20.81%	Reduced
1541	American National Bank & Trust Wichita Falls, Texas	$62.3M	+$3.51M	8	12.37%	Increased
1542	Ballentine Partners Waltham, Massachusetts	$62.2M	-$2.91M	10	1.95%	Reduced
1543	LCH Lee Capital Holdings New York	$62.2M	+$10.4M	4	34.88%	Increased
1544	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$62.2M	$0	2	2.07%	Maintained
1545	North Star Investment Management Chicago, Illinois	$62.1M	+$531K	17	4.84%	Increased
1546	Zweig-DiMenna Associates New York	$62M	-$48.8M	5	8.27%	Reduced
1547	Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$62M	-$3.01M	2	54.89%	Reduced
1548	Broad Run Investment Management Arlington, Virginia	$61.9M	+$669K	2	4.38%	Increased
1549	Bar Harbor Wealth Management Concord, New Hampshire	$61.9M	-$2.94M	8	5.55%	Reduced
1550	Icon Wealth Partners Houston, Texas	$61.9M	+$8.13M	6	6.16%	Increased