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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
1951	Condor Capital Management Martinsville, New Jersey	$17.2M	-$163K	7	3.14%	Reduced
1952	NBW Capital Boston, Massachusetts	$17.2M	-$247K	2	4.62%	Reduced
1953	GCM Gabalex Capital Management New York	$17.2M	$0	1	4.7%	Maintained
1954	SH Sandia Holdings Greenwich, Connecticut	$17.1M	-$954K	2	8.03%	Reduced
1955	NIC Northwest Investment Counselors Lake Oswego, Oregon	$17.1M	+$99K	5	6.57%	Increased
1956	James Investment Research Alpha, Ohio	$17.1M	+$2.74M	6	0.7%	Increased
1957	AIM Act II Management New York	$17.1M	-$6.25M	2	11.91%	Reduced
1958	Cabot Wealth Management Salem, Massachusetts	$17.1M	+$4.43M	6	3.66%	Increased
1959	Bain Capital Venture Investors Boston, Massachusetts	$17M	+$21M	1	3.12%	New
1960	AIA AIMZ Investment Advisors Los Altos, California	$17M	-$181K	7	10.93%	Reduced
1961	NTV Asset Management Charleston, West Virginia	$16.9M	-$538K	7	4.56%	Reduced
1962	Davis Rea Toronto, Ontario, Canada	$16.9M	+$18.5M	4	9.53%	Increased
1963	Boenning & Scattergood West Conshohocken, Pennsylvania	$16.8M	-$592K	7	5.35%	Reduced
1964	Toth Financial Advisory Leesburg, Virginia	$16.8M	-$1.43M	11	3.74%	Reduced
1965	Channing Capital Management Chicago, Illinois	$16.8M	-$4.93M	3	0.61%	Reduced
1966	Cooper Investors Melbourne, Victoria, Australia	$16.8M	+$558K	1	2%	Increased
1967	Wells Trecaso Financial Group Akron, Ohio	$16.8M	-$282K	5	13.95%	Reduced
1968	Zions Bancorporation Salt Lake City, Utah	$16.8M	+$10.7M	13	3.99%	Increased
1969	Baker Ellis Asset Management Vancouver, Washington	$16.8M	-$487K	5	4.31%	Reduced
1970	L.J. Altfest & Co New York	$16.7M	-$767K	7	4.87%	Reduced
1971	America First Investment Advisors Omaha, Nebraska	$16.7M	-$438K	5	5.28%	Reduced
1972	Perkins Coie Trust Company Seattle, Washington	$16.7M	-$423K	9	7.76%	Reduced
1973	M Holdings Securities Portland, Oregon	$16.7M	+$830K	8	4.37%	Increased
1974	Roberts, Glore & Co Deerfield, Illinois	$16.6M	+$354K	7	9.53%	Increased
1975	Court Place Advisors Ellicott City, Maryland	$16.6M	+$231K	5	6.3%	Increased