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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
2701	Horan Capital Advisors Cincinnati, Ohio	$26M	-$3.56M	4	9.23%	Reduced
2702	7G Capital Management New York	$25.9M	$0	2	13.67%	Maintained
2703	Ardsley Advisory Partners Stamford, Connecticut	$25.9M	+$16.1M	6	3.73%	Increased
2704	Eagle Capital Management (Louisiana) Mandeville, Louisiana	$25.9M	-$100K	3	11.65%	Reduced
2705	Kopernik Global Investors Tampa, Florida	$25.9M	+$504K	1	2.71%	Increased
2706	Texas Capital Bank Wealth Management Services Dallas, Texas	$25.9M	-$4.58M	7	2.84%	Reduced
2707	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$25.9M	-$412K	4	6.3%	Reduced
2708	Pictet Bank & Trust Nassau, Bahamas	$25.9M	-$1.56M	4	26.82%	Reduced
2709	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$25.8M	-$6.16M	8	12.41%	Reduced
2710	HCM Highlander Capital Management Short Hills, New Jersey	$25.8M	-$375K	14	8.82%	Reduced
2711	Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$25.8M	-$281K	6	2.69%	Reduced
2712	IBEX Wealth Advisors Bedminster, New Jersey	$25.8M	-$19.5M	5	6.99%	Reduced
2713	Capital Planning Bellevue, Washington	$25.8M	-$1.35M	5	8.41%	Reduced
2714	Chase Investment Counsel Charlottesville, Virginia	$25.8M	-$3.73M	4	9.59%	Reduced
2715	Clear Street Derivatives New York	$25.7M	+$24.6M	2	0.65%	New
2716	CIA Citadel Investment Advisory Chesterland, Ohio	$25.7M	-$173K	6	14.5%	Reduced
2717	Transatlantique Private Wealth New York	$25.7M	+$25.4K	6	11.2%	Increased
2718	Lincluden Management Mississauga, Ontario, Canada	$25.7M	-$1.22M	3	3.05%	Reduced
2719	Fortis Capital Advisors Prairie Village, Kansas	$25.7M	+$4.51M	6	10.8%	Increased
2720	Centiva Capital New York	$25.7M	+$1.51M	22	0.63%	Increased
2721	Fidelity National Financial Jacksonville, Florida	$25.7M	+$24.3M	1	0.51%	New
2722	Broadwater Capital Boston, Massachusetts	$25.6M	-$946K	8	19.67%	Reduced
2723	NAH Neumann Advisory (HK) Central, Hong Kong	$25.6M	+$1.14M	3	12.58%	Increased
2724	Chickasaw Capital Management Memphis, Tennessee	$25.6M	+$1.13M	7	1.22%	Increased
2725	Eos Management LP New York	$25.6M	-$125K	5	10.57%	Reduced