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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	Park Presidio Capital San Francisco, California	$68.2M	-$3.5M	1	16.32%	Reduced
1527	SlateStone Wealth Jupiter, Florida	$68.1M	-$5.43K	7	8.84%	Reduced
1528	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$67.8M	-$3.19M	5	7.61%	Reduced
1529	Privium Fund Management Amsterdam, Netherlands	$67.7M	-$672K	5	18.86%	Reduced
1530	Hudson Valley Investment Advisors Goshen, New York	$67.6M	-$5.4M	6	9.26%	Reduced
1531	Alpine Woods Capital Investors Purchase, New York	$67.6M	-$215K	7	10.11%	Reduced
1532	Tompkins Financial Ithaca, New York	$67.5M	+$810K	9	8.18%	Increased
1533	Hilton Capital Management Garden City, New York	$67.5M	+$497K	6	7.23%	Increased
1534	Driehaus Capital Management Chicago, Illinois	$67.4M	-$37.5M	7	0.81%	Reduced
1535	Bourne Lent Asset Management Pawling, New York	$67.4M	-$2.52M	4	27.34%	Reduced
1536	Foster & Motley Cincinnati, Ohio	$67.4M	-$1.35M	8	5%	Reduced
1537	Rothschild Capital Partners New York	$67.3M	+$945K	4	21.19%	Increased
1538	Nexus Investment Management Toronto, Ontario, Canada	$67.1M	-$13M	3	7%	Reduced
1539	AO Allen Operations New York	$67M	$0	3	13.31%	Maintained
1540	Compound Global Advisors Mercer Island, Washington	$67M	+$3.9M	3	12.4%	Increased
1541	CAM Centre Asset Management New York	$66.9M	-$7.89M	3	16.16%	Reduced
1542	GLOBALT Investments Atlanta, Georgia	$66.8M	+$63.1M	7	2.78%	New
1543	TCV Trust & Wealth Management Richmond, Virginia	$66.8M	-$1.31M	5	6.73%	Reduced
1544	Capital Investment Counsel Inc Raleigh, North Carolina	$66.8M	-$13.7K	9	11.7%	Reduced
1545	LS Investment Advisors Bloomfield Hills, Michigan	$66.7M	-$1.35M	5	11.57%	Reduced
1546	Hills Bank & Trust North Liberty, Iowa	$66.6M	+$1.82M	7	6.52%	Increased
1547	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$66.4M	-$1.75M	6	13.15%	Reduced
1548	FourThought Financial Partners Venice, Florida	$66.4M	-$677K	7	8.32%	Reduced
1549	Andra AP-fonden Goteborg, Sweden	$66.3M	-$130K	8	3.51%	Reduced
1550	Birinyi Associates Westport, Connecticut	$66.2M	-$1.33M	5	23.54%	Reduced