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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	SA Strategic Advisors New York	$77.8M	-$7.89M	6	15.3%	Reduced
1702	Cypress Capital Group Palm Beach, Florida	$77.8M	+$1.33M	7	9.68%	Increased
1703	Nexus Investment Management Toronto, Ontario, Canada	$77.8M	+$692K	5	11.62%	Increased
1704	Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$77.7M	+$399K	6	12.77%	Increased
1705	Mitchell Capital Management Leawood, Kansas	$77.6M	-$16M	5	14.51%	Reduced
1706	AIS AM Investment Strategies Chattanooga, Tennessee	$77.5M	-$9.9M	6	18.24%	Reduced
1707	Bourgeon Capital Management Darien, Connecticut	$77.5M	+$387K	6	15.29%	Increased
1708	Meiji Yasuda Life Insurance Tokyo, Japan	$77.4M	-$146M	7	2.3%	Reduced
1709	CT Chicago Trust Grayslake, Illinois	$77.3M	+$6.7M	9	10.86%	Increased
1710	Ivy Lane Capital Management Winter Park, Florida	$77.2M	$0	2	42.53%	Maintained
1711	Journey Advisory Group Covington, Kentucky	$77M	+$3.24M	7	5.99%	Increased
1712	Cooper Financial Group Irvine, California	$77M	-$276K	8	9.05%	Reduced
1713	RNC Capital Management Los Angeles, California	$76.7M	-$33.7M	6	3.72%	Reduced
1714	Cullen Investment Group Lafayette, Louisiana	$76.6M	+$536K	6	10.82%	Increased
1715	LA Lynch & Associates Newburgh, Indiana	$76.6M	+$260K	5	15.44%	Increased
1716	Anatole Investment Management Central, Hong Kong	$76.6M	+$70.2M	1	13.19%	Increased
1717	Sound Shore Management Greenwich, Connecticut	$76.6M	+$71.2M	1	2.61%	New
1718	Trustmark National Bank Trust Department Jackson, Mississippi	$76.6M	+$1.17M	7	5.29%	Increased
1719	Bellevue Asset Management Bellevue, Washington	$76.6M	-$890K	8	37.28%	Reduced
1720	W.R. Berkley Corp Greenwich, Connecticut	$76.5M	-$46.3M	3	4.01%	Reduced
1721	Community Bank Dewitt, New York	$76.5M	-$825K	8	10.06%	Reduced
1722	Integrity Alliance Urbandale, Iowa	$76.5M	-$41.4M	8	4.18%	Reduced
1723	Ally Financial Detroit, Michigan	$76.2M	-$21.1M	3	8.61%	Reduced
1724	L & S Advisors Los Angeles, California	$76.2M	+$14.1M	7	7.54%	Increased
1725	Vision Capital Management Portland, Oregon	$76.1M	-$1.49M	5	10%	Reduced