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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	Tompkins Financial Ithaca, New York	$51.4M	-$1.42M	10	8.37%	Reduced
1527	Novo Holdings A/S Hellerup, Denmark	$51.2M	$0	1	3.38%	Maintained
1528	Silicon Valley Capital Partners San Jose, California	$51.2M	-$3.54M	14	10.71%	Reduced
1529	Forte Capital Rochester, New York	$51.1M	-$125K	8	7.82%	Reduced
1530	FACT Capital New York	$51M	+$13.7M	3	27.55%	Increased
1531	LS Investment Advisors Bloomfield Hills, Michigan	$50.9M	-$7.93M	5	9.44%	Reduced
1532	RBF Capital San Francisco, California	$50.9M	-$3.2M	10	3.7%	Reduced
1533	Crosslink Capital Menlo Park, California	$50.9M	-$5.39M	2	10.34%	Reduced
1534	Absher Wealth Management Chapel Hill, North Carolina	$50.8M	-$1.2M	4	8.8%	Reduced
1535	Tandem Investment Advisors Charleston, South Carolina	$50.8M	+$1.03M	4	2.43%	Increased
1536	Sand Hill Global Advisors Palo Alto, California	$50.7M	+$2.15M	6	2.72%	Increased
1537	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$50.7M	+$595K	4	7.36%	Increased
1538	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$50.7M	-$726K	5	10.59%	Reduced
1539	AQR Arbitrage Greenwich, Connecticut	$50.6M	-$16.4M	2	1.55%	Reduced
1540	Marathon Trading Investment Management Radnor, Pennsylvania	$50.6M	+$41.7M	4	3.7%	Increased
1541	BG BRX Global New York	$50.6M	$0	4	60.15%	Maintained
1542	CANC Culbertson A N & Co Charlottesville, Virginia	$50.5M	+$490K	6	10.32%	Increased
1543	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$50.5M	-$636K	5	13.56%	Reduced
1544	Smithfield Trust Pittsburgh, Pennsylvania	$50.5M	+$14.6K	12	3.23%	Increased
1545	AO Allen Operations New York	$50.5M	$0	3	12.79%	Maintained
1546	Tufton Capital Management Hunt Valley, Maryland	$50.5M	+$727K	5	10.91%	Increased
1547	K.J. Harrison & Partners Toronto, Ontario, Canada	$50.3M	+$10.7M	5	10.18%	Increased
1548	Fulcrum Capital Seattle, Washington	$50.3M	-$939K	4	13.53%	Reduced
1549	Coastline Trust Providence, Rhode Island	$50.2M	-$3.13M	6	7.44%	Reduced
1550	Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$50.1M	+$7.9M	7	12%	Increased