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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
1876	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$46.6M	-$1.38M	5	4.49%	Reduced
1877	KC KCL Capital New York	$46.5M	+$480K	4	4.72%	Increased
1878	Trustmark National Bank Trust Department Jackson, Mississippi	$46.5M	+$39.2K	7	3.55%	Increased
1879	Winch Advisory Services Appleton, Wisconsin	$46.4M	-$581K	15	15.36%	Reduced
1880	NKCFO LLC Geneva, Illinois	$46.4M	-$405K	4	14.92%	Reduced
1881	Act Two Investors Santa Cruz, California	$46.4M	-$101M	3	36.58%	Reduced
1882	Managed Asset Portfolios Rochester, Michigan	$46.3M	-$1.11M	2	6.55%	Reduced
1883	Brightworth Atlanta, Georgia	$46.3M	+$1.99M	6	4.24%	Increased
1884	Comerica Securities Detroit, Michigan	$46.2M	-$683K	9	2.96%	Reduced
1885	Verdence Capital Advisors Hunt Valley, Maryland	$46.2M	-$685K	10	5.44%	Reduced
1886	NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$46.1M	-$4.71M	5	11.6%	Reduced
1887	Ramsay Stattman Vela & Price Colorado Springs, Colorado	$46.1M	-$661K	4	10.46%	Reduced
1888	Sycomore Asset Management Paris, France	$46.1M	-$6.81M	3	7.1%	Reduced
1889	MCI McDonald Capital Investors Orinda, California	$46.1M	-$890K	1	3.23%	Reduced
1890	Wittenberg Investment Management Carlisle, Massachusetts	$46M	-$1.69M	3	16.72%	Reduced
1891	LGT Fund Management Vaduz, Liechtenstein	$46M	+$46.6M	9	13.27%	New
1892	Elk River Wealth Management Denver, Colorado	$46M	+$949K	6	10.42%	Increased
1893	Laidlaw Wealth Management New York City, New York	$46M	+$1.95M	10	7.35%	Increased
1894	Optiver Holding Amsterdam, Netherlands	$46M	+$1.82M	9	0.04%	Increased
1895	Perennial Advisors New York	$46M	+$2.47M	4	12.4%	Increased
1896	MKC M. Kraus & Co Shelburne, Vermont	$46M	-$454K	4	14.64%	Reduced
1897	First Financial Bank - Trust Division Hamilton, Ohio	$45.9M	-$1.2M	6	4.64%	Reduced
1898	Physicians Financial Services Raleigh, North Carolina	$45.9M	-$330K	7	16.97%	Reduced
1899	Intersect Capital San Ramon, California	$45.8M	-$20.2M	11	8.45%	Reduced
1900	Pacific Heights Asset Management San Francisco, California	$45.8M	$0	1	3.85%	Maintained