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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
1601	Capital Analysts LLC Fort Washington, Pennsylvania	$42.8M	+$2.21M	17	2.95%	Increased
1602	Private Trust Company Cleveland, Ohio	$42.7M	-$5.83K	19	6.93%	Reduced
1603	NBT Bank Norwich, New York	$42.7M	-$604K	6	6.97%	Reduced
1604	Thompson Investment Management Madison, Wisconsin	$42.7M	-$126K	6	8.28%	Reduced
1605	HA Harbor Advisors West Palm Beach, Florida	$42.6M	$0	6	11.47%	Maintained
1606	Core Alternative Capital Peachtree Corners, Georgia	$42.6M	+$15.4M	10	6.8%	Increased
1607	JCI Jet Capital Investors New York	$42.6M	+$32.2M	1	8.87%	Increased
1608	Selkirk Management Chatham, New Jersey	$42.5M	$0	2	50.58%	Maintained
1609	Global Retirement Partners San Rafael, California	$42.5M	+$1.8M	26	3.21%	Increased
1610	Arkadios Wealth Advisors Atlanta, Georgia	$42.4M	+$7.98M	9	6.43%	Increased
1611	Centiva Capital New York	$42.3M	+$23.4M	15	0.8%	Increased
1612	Ivy Lane Capital Management Winter Park, Florida	$42.3M	+$5.25M	3	41.22%	Increased
1613	Arrow Financial Glens Falls, New York	$42.1M	-$397K	9	6.14%	Reduced
1614	CreativeOne Wealth Overland Park, Kansas	$42.1M	-$109M	10	2.53%	Reduced
1615	Wright Investors Service Shelton, Connecticut	$42M	-$1.86M	8	13.22%	Reduced
1616	GA GFS Advisors Houston, Texas	$42M	-$557K	5	10.08%	Reduced
1617	Perry Creek Capital New York	$42M	$0	1	12.84%	Maintained
1618	Capco Asset Management Tampa, Florida	$42M	+$76.8K	2	14.07%	Increased
1619	Absher Wealth Management Chapel Hill, North Carolina	$42M	+$1.72M	4	8.81%	Increased
1620	JAT Capital Management Greenwich, Connecticut	$41.9M	+$27.7M	6	15%	Increased
1621	M.D. Sass LLC New York	$41.9M	-$1.91M	3	7.68%	Reduced
1622	GJCM Grand Jean Capital Management San Francisco, California	$41.9M	+$7.61M	5	18.55%	Increased
1623	CDAM (UK) London, United Kingdom	$41.8M	$0	1	6.84%	Maintained
1624	Money Concepts Capital Palm Beach Gardens, Florida	$41.8M	+$17.9M	24	2.47%	Increased
1625	Torray Investment Partners Bethesda, Maryland	$41.8M	+$7.55M	4	8.32%	Increased