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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
2326	Contravisory Investment Management Norwell, Massachusetts	$10.3M	-$865K	8	3.7%	Reduced
2327	CSA Cottage Street Advisors Marion, Massachusetts	$10.3M	-$1.24M	4	5.83%	Reduced
2328	Glen Eagle Advisors Kingston, New Jersey	$10.3M	+$281K	11	7.35%	Increased
2329	Westchester Capital Management (New York) Valhalla, New York	$10.3M	-$403K	1	0.39%	Reduced
2330	LA Lau Associates Greenville, Delaware	$10.2M	+$4.23M	7	5.8%	Increased
2331	Brandywine Trust Hockessin, Delaware	$10.2M	$0	2	8.73%	Maintained
2332	Calton & Associates Tampa, Florida	$10.2M	-$219K	8	3.01%	Reduced
2333	IMOV Investment Management of Virginia Richmond, Virginia	$10.2M	-$438K	2	2.16%	Reduced
2334	Mount Yale Investment Advisors Denver, Colorado	$10.2M	-$8.08M	13	1.78%	Reduced
2335	Moneta Group Investment Advisors St Louis, Missouri	$10.2M	-$3.6M	7	1.04%	Reduced
2336	MAM Marketfield Asset Management New York	$10.2M	-$839K	1	3.28%	Reduced
2337	Fidelity National Financial Jacksonville, Florida	$10.2M	+$10.2M	1	1.49%	New
2338	GCMG Gyroscope Capital Management Group Naples, Florida	$10.2M	+$703K	3	4.17%	Increased
2339	Viridian RIA Bothell, Washington	$10.2M	-$266K	4	4.48%	Reduced
2340	Gilman Hill Asset Management New Canaan, Connecticut	$10.1M	+$359K	6	3.98%	Increased
2341	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$10.1M	-$285K	6	4.62%	Reduced
2342	Arlington Financial Advisors Santa Barbara, California	$10.1M	-$264K	6	6.07%	Reduced
2343	Flowering Tree Investment Management Singapore	$10.1M	+$306K	1	7.95%	Increased
2344	Grove Bank & Trust Miami, Florida	$10.1M	-$273K	6	4.14%	Reduced
2345	TrustCore Financial Services Brentwood, Tennessee	$10.1M	+$530K	14	3.16%	Increased
2346	Westover Capital Advisors Wilmington, Delaware	$10.1M	-$256K	3	5.09%	Reduced
2347	JGP Wealth Management Bend, Oregon	$10.1M	-$180K	5	4.02%	Reduced
2348	Copperwynd Financial Scottsdale, Arizona	$10M	+$1M	3	6.09%	Increased
2349	Periscope Capital Toronto, Ontario, Canada	$10M	$0	1	1.91%	Maintained
2350	HCM Highlander Capital Management Short Hills, New Jersey	$10M	+$498K	11	5.58%	Increased