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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
1751	Private Capital Advisors Darien, Connecticut	$14.1M	+$1.68M	6	4.55%	Increased
1752	New England Asset Management Farmington, Connecticut	$14.1M	-$200K	5	0.45%	Reduced
1753	KCP Kenmare Capital Partners New York	$14M	$0	1	16.81%	Maintained
1754	BC Bodenholm Capital Stockholm, Sweden	$14M	+$14M	1	6.29%	New
1755	Landscape Capital Management Englewood, New Jersey	$14M	+$9.37M	4	1.58%	Increased
1756	Foster Dykema Cabot & Co Waltham, Massachusetts	$14M	-$347K	5	2.51%	Reduced
1757	AIA Affinity Investment Advisors Newport Beach, California	$13.9M	-$5.68M	4	1.66%	Reduced
1758	1GA 1st Global Advisors Dallas, Texas	$13.9M	-$272K	8	1.6%	Reduced
1759	IPLA Ice Pond Lane Advisers New York	$13.9M	-$11.9M	1	7.96%	Reduced
1760	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$13.9M	-$134K	4	9.38%	Reduced
1761	Dillon & Associates Jackson, Michigan	$13.9M	+$50.9K	4	5.71%	Increased
1762	CEI Clark Estates Inc New York	$13.9M	-$5.77M	2	2.38%	Reduced
1763	Anchor Investment Management Columbia, South Carolina	$13.8M	+$177K	10	4.59%	Increased
1764	Comerica Securities Detroit, Michigan	$13.8M	+$3.34M	9	2.05%	Increased
1765	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$13.8M	-$6.63K	4	3.94%	Reduced
1766	CCT Capital City Trust Tallahassee, Florida	$13.8M	-$569K	5	5.38%	Reduced
1767	SCM Sanoor Capital Management Greenwich, Connecticut	$13.8M	+$4.05M	1	8.74%	Increased
1768	CAM Cubic Asset Management Boston, Massachusetts	$13.8M	-$56.6K	4	4.02%	Reduced
1769	AWM Altavista Wealth Management Asheville, North Carolina	$13.7M	-$259K	6	6.83%	Reduced
1770	Institute for Wealth Management Denver, Colorado	$13.7M	+$13.5M	5	3.77%	New
1771	LC Lincoln Capital Lincoln, Nebraska	$13.7M	+$567K	5	8.59%	Increased
1772	WCM Weik Capital Management Wyomissing, Pennsylvania	$13.6M	-$312K	4	7.19%	Reduced
1773	Steginsky Capital Port Washington, New York	$13.6M	+$30.2K	1	13.32%	Increased
1774	Nicholas Hoffman & Company Atlanta, Georgia	$13.5M	-$218K	5	6.16%	Reduced
1775	Financial Architects (New Jersey) Marlton, New Jersey	$13.5M	+$3.64M	14	2.43%	Increased