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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
2501	Bradley & Co Private Wealth Management Miami, Florida	$38.6M	+$1.75M	7	20.36%	Increased
2502	Edgestream Partners Princeton, New Jersey	$38.6M	-$13.3M	10	1.27%	Reduced
2503	1834 Investment Advisors Milwaukee, Wisconsin	$38.5M	-$419K	7	4.8%	Reduced
2504	Bluegrass Capital Partners Palm Beach, Florida	$38.5M	-$243K	2	27.72%	Reduced
2505	IUC Ivory Union Consulting Road Town,	$38.5M	-$3.88M	2	30.13%	Reduced
2506	Natural Investments Windsor, California	$38.4M	+$286K	8	9.48%	Increased
2507	Wolf Hill Capital Management Greenwich, Connecticut	$38.4M	+$35.8M	1	3.73%	New
2508	Leuthold Group Minneapolis, Minnesota	$38.4M	+$229K	3	4.09%	Increased
2509	CCM Contrarian Capital Management Greenwich, Connecticut	$38.4M	+$21.1M	1	10.76%	Increased
2510	Berkshire Bank Pittsfield, Massachusetts	$38.4M	-$1.37M	6	7.87%	Reduced
2511	Westwood Wealth Management Los Angeles, California	$38.4M	+$38.1M	5	15.06%	Increased
2512	Rodgers Brothers Harmony, Pennsylvania	$38.3M	+$1.43M	7	4.42%	Increased
2513	Campbell & Co Investment Adviser Baltimore, Maryland	$38.3M	+$17.4M	15	2.18%	Increased
2514	AFT Alpha Family Trust Los Angeles, California	$38.2M	-$643K	7	18.56%	Reduced
2515	TIAA Trust, National Association Charlotte, North Carolina	$38.2M	-$959M	9	2.32%	Reduced
2516	Light Street Capital Management Palo Alto, California	$38.2M	-$16.7M	2	7.15%	Reduced
2517	Harbor Advisory Corp Portsmouth, New Hampshire	$38.2M	-$1.71M	5	11.47%	Reduced
2518	Root Financial Partners Encinitas, California	$38.2M	+$2.42M	30	1.76%	Increased
2519	Verde Servicos Internacionais Sao Paulo, Brazil	$38.1M	-$13.5M	3	11.69%	Reduced
2520	Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$38.1M	+$172K	5	7.91%	Increased
2521	WealthShield Partners Cary, North Carolina	$38.1M	-$276K	8	4.24%	Reduced
2522	Lathrop Investment Management Little Rock, Arkansas	$38.1M	-$970K	6	7.12%	Reduced
2523	Shapiro Capital Management Atlanta, Georgia	$38M	-$14.4M	1	2.37%	Reduced
2524	AIP Alapocas Investment Partners Beverly, Massachusetts	$37.9M	-$466K	3	28.7%	Reduced
2525	Affinity Wealth Management Wilmington, Delaware	$37.9M	-$4.16M	5	5.74%	Reduced