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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
1701	Wallington Asset Management Indianapolis, Indiana	$39.9M	-$5.51M	3	8.1%	Reduced
1702	TCV Trust & Wealth Management Richmond, Virginia	$39.9M	+$340K	6	4.78%	Increased
1703	Balasa Dinverno & Foltz	$39.8M	-$291K	7	2.5%	Reduced
1704	Slow Capital Greenbrae, California	$39.6M	+$688K	9	9.63%	Increased
1705	Crosslink Capital Menlo Park, California	$39.5M	+$13.4M	2	11.43%	Increased
1706	Teamwork Financial Advisors San Antonio, Texas	$39.5M	+$1.17M	6	8.62%	Increased
1707	Dubuque Bank & Trust Dubuque, Iowa	$39.4M	-$1.19M	6	5.09%	Reduced
1708	1SP 140 Summer Partners New York	$39.4M	-$25.3M	1	5.38%	Reduced
1709	Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$39.4M	+$545K	4	7.93%	Increased
1710	UID Union Investments & Development Tel Aviv, Israel	$39.3M	$0	4	17.52%	Maintained
1711	ARMC American Research & Management Company Marion, Massachusetts	$39.3M	+$713K	8	10.1%	Increased
1712	Analyst IMS Investment Management Services Tel-Aviv, Israel	$39.3M	+$216K	7	3.74%	Increased
1713	Randolph Company Cincinnati, Ohio	$39.2M	-$17.5M	2	5.93%	Reduced
1714	Cooke & Bieler Philadelphia, Pennsylvania	$39.2M	+$42.1M	1	0.38%	Increased
1715	LaFleur & Godfrey Grand Rapids, Michigan	$39.1M	-$6.68M	6	6.19%	Reduced
1716	Penobscot Investment Management Boston, Massachusetts	$39.1M	+$2.11M	6	6.75%	Increased
1717	Tandem Investment Advisors Charleston, South Carolina	$39.1M	+$2.15M	4	2.3%	Increased
1718	LA Lynch & Associates Newburgh, Indiana	$39.1M	+$476K	4	10.63%	Increased
1719	Nelson Capital Management Menlo Park, California	$39.1M	-$6.06M	5	10.79%	Reduced
1720	American Assets Investment Management San Diego, California	$39M	-$411K	6	4.87%	Reduced
1721	Stonebridge Capital Management Los Angeles, California	$39M	-$2.64M	6	17.79%	Reduced
1722	Kiley Juergens Wealth Management Olympia, Washington	$39M	+$23.3M	3	18.45%	Increased
1723	Jefferies Group New York	$38.9M	-$12.3M	15	0.32%	Reduced
1724	MRCM M&R Capital Management Summit, New Jersey	$38.9M	+$104K	8	10.16%	Increased
1725	Parus Finance (UK) London, United Kingdom	$38.8M	-$23.6M	4	23.1%	Reduced