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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	Marble Harbor Investment Counsel Boston, Massachusetts	$51.8M	-$845K	8	7.09%	Reduced
1552	University of Notre Dame du Lac South Bend, Indiana	$51.8M	-$12.7M	2	13.97%	Reduced
1553	Oakwood Capital Management Los Angeles, California	$51.8M	-$396K	3	15.27%	Reduced
1554	Waldron Private Wealth Bridgeville, Pennsylvania	$51.8M	+$341K	6	3.6%	Increased
1555	Portland Hill Asset Management London, United Kingdom	$51.7M	-$2.01M	5	35.03%	Reduced
1556	Beacon Pointe Advisors Newport Beach, California	$51.7M	-$9.21M	7	3.18%	Reduced
1557	Dubuque Bank & Trust Dubuque, Iowa	$51.7M	-$2.01M	8	5.88%	Reduced
1558	Horizon Investments Charlotte, North Carolina	$51.6M	+$48.7M	12	1.9%	Increased
1559	Savant Capital Rockford, Illinois	$51.6M	+$423K	8	2.77%	Increased
1560	SC Saybrook Capital Winston Salem, North Carolina	$51.6M	-$153K	4	15.68%	Reduced
1561	J.W. Cole Advisors Tampa, Florida	$51.5M	+$1.67M	10	4.97%	Increased
1562	Stonebridge Capital Advisors St Paul, Minnesota	$51.4M	+$2.12M	13	6.81%	Increased
1563	Miller Howard Investments Kingston, New York	$51.4M	-$30.3M	1	2.16%	Reduced
1564	Sand Hill Global Advisors Palo Alto, California	$51.2M	-$1.33M	6	3.33%	Reduced
1565	Crescent Park Management East Palo Alto, California	$51.1M	-$18.8M	2	8.64%	Reduced
1566	JCIC Asset Management Toronto, Ontario, Canada	$51.1M	+$5M	7	17.96%	Increased
1567	Courier Capital Buffalo, New York	$51M	+$233K	6	5.15%	Increased
1568	Hikari Tsushin Inc Tokyo, Japan	$51M	-$1.83M	1	6.86%	Reduced
1569	Cornerstone Advisory Hunt Valley, Maryland	$50.9M	-$703K	9	9.63%	Reduced
1570	Capital Analysts LLC Fort Washington, Pennsylvania	$50.9M	+$29.6M	16	3.52%	Increased
1571	Aravt Global New York	$50.8M	-$41.9M	3	20.55%	Reduced
1572	Campbell Capital Management Miami, Florida	$50.7M	-$4.6M	4	23.38%	Reduced
1573	NBT Bank Norwich, New York	$50.7M	-$1.08M	6	7.28%	Reduced
1574	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$50.6M	-$14.2M	10	0.87%	Reduced
1575	Vista Equity Partners Management San Francisco, California	$50.5M	-$57.1M	3	0.74%	Reduced