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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	Cambiar Investors Denver, Colorado	$109M	-$28.9M	2	4.94%	Reduced
1527	Trivium Point Advisory Westport, Connecticut	$109M	-$365K	8	11.08%	Reduced
1528	Courier Capital Buffalo, New York	$108M	-$1.66M	7	6.21%	Reduced
1529	Columbia Asset Management Ann Arbor, Michigan	$108M	-$1.21M	6	20.24%	Reduced
1530	Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts	$108M	-$521K	4	47.17%	Reduced
1531	Zevin Asset Management Boston, Massachusetts	$107M	-$3.25M	6	15.6%	Reduced
1532	Clarkston Capital Partners Rochester, Michigan	$107M	+$6.08M	6	2.31%	Increased
1533	Ramsay Stattman Vela & Price Colorado Springs, Colorado	$107M	-$1.36M	4	19.12%	Reduced
1534	Sycomore Asset Management Paris, France	$107M	-$11M	6	17.75%	Reduced
1535	HughesLittle Investment Management Vancouver,	$107M	$0	2	17.81%	Maintained
1536	Trust Asset Management Houston, Texas	$106M	$0	7	7.32%	Maintained
1537	Harbour Investments Madison, Wisconsin	$106M	+$4.8M	28	2.41%	Increased
1538	CRB Chad R. Baker	$106M	-$1.37M	6	18.26%	Reduced
1539	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$106M	+$3.65M	14	3.98%	Increased
1540	Diversify Wealth Management Sandy, Utah	$106M	+$980K	10	6.1%	Increased
1541	Pure Financial Advisors San Diego, California	$105M	+$1.57M	7	1.68%	Increased
1542	Nicholas Hoffman & Company Atlanta, Georgia	$105M	-$194K	6	2.55%	Reduced
1543	Wolf Hill Capital Management Greenwich, Connecticut	$105M	+$44.3M	1	9.65%	Increased
1544	Janney Capital Management Pittsburgh, Pennsylvania	$105M	-$245K	7	6.55%	Reduced
1545	BCM Bluefin Capital Management New York	$105M	+$84.5M	2	33.52%	Increased
1546	Smithfield Trust Pittsburgh, Pennsylvania	$105M	-$205K	12	4.68%	Reduced
1547	Norden Group Provo, Utah	$105M	+$6.06M	11	10.64%	Increased
1548	Headlands Technologies Chicago, Illinois	$105M	+$62.2M	7	8.35%	Increased
1549	Dorsey Asset Management Chicago, Illinois	$105M	-$48.9M	1	9.4%	Reduced
1550	Fuller & Thaler Asset Management San Mateo, California	$105M	+$2.34M	8	0.36%	Increased