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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
1551	GJCM Grand Jean Capital Management San Francisco, California	$50M	+$8.29M	4	14.16%	Increased
1552	Sand Hill Global Advisors Palo Alto, California	$50M	-$1.52M	8	3.34%	Reduced
1553	Grassi Investment Management Santa Clara, California	$50M	-$164K	8	6.34%	Reduced
1554	CCM Cohen Capital Management Corte Madera, California	$50M	+$524K	6	9.98%	Increased
1555	Marble Harbor Investment Counsel Boston, Massachusetts	$49.8M	+$18.7K	8	7.33%	Increased
1556	Peak Asset Management Louisville, Colorado	$49.8M	+$7.27M	8	13.03%	Increased
1557	Freemont Management Vaud, Switzerland	$49.6M	+$48.4M	4	9.24%	New
1558	Dubuque Bank & Trust Dubuque, Iowa	$49.5M	+$1.96M	8	6.07%	Increased
1559	Oakwood Capital Management Los Angeles, California	$49.4M	-$770K	3	15.07%	Reduced
1560	Savant Capital Rockford, Illinois	$49.4M	+$805K	7	2.88%	Increased
1561	Monetary Management Group St Louis, Missouri	$49.3M	+$323K	7	16.26%	Increased
1562	Cornerstone Advisory Hunt Valley, Maryland	$49.3M	+$4.92M	9	9.98%	Increased
1563	Broadleaf Partners Hudson, Ohio	$49.2M	+$1.16M	4	19.43%	Increased
1564	Mitchell Capital Management Leawood, Kansas	$49.2M	+$1.14M	6	12.35%	Increased
1565	WA Winfield Associates Cleveland, Ohio	$49.1M	+$350K	6	20.75%	Increased
1566	Dynamic Advisor Solutions Phoenix, Arizona	$49.1M	+$5.3M	11	4.59%	Increased
1567	Shikiar Asset Management New York	$49M	-$5.8M	3	17.65%	Reduced
1568	Resources Management Corp West Hartford, Connecticut	$49M	+$29.1K	8	7.88%	Increased
1569	Schnieders Capital Management Pasadena, California	$49M	+$2.53M	7	16.12%	Increased
1570	Waldron Private Wealth Bridgeville, Pennsylvania	$48.9M	-$588K	6	3.63%	Reduced
1571	PTB Pioneer Trust Bank Salem, Oregon	$48.8M	+$256K	5	14.85%	Increased
1572	Great Valley Advisor Group Wilmington, Delaware	$48.7M	+$1.45M	11	5.04%	Increased
1573	Private Capital Advisors Darien, Connecticut	$48.7M	+$12.8M	6	9.82%	Increased
1574	HA Harbor Advisors West Palm Beach, Florida	$48.7M	-$819K	6	10.9%	Reduced
1575	J.W. Cole Advisors Tampa, Florida	$48.6M	-$44.7M	10	5.05%	Reduced