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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
2751	Fremen Capital Management Stamford, Connecticut	$38.3M	+$37.4M	3	31.33%	New
2752	Transamerica Financial Advisors St. Petersburg, Florida	$38.3M	+$5.39M	20	3.19%	Increased
2753	LRI Investments Palm Beach Gardens, Florida	$38.3M	-$637K	18	3.09%	Reduced
2754	Louisbourg Investments Dieppe, New Brunswick, Canada	$38.2M	+$1.64M	5	7.62%	Increased
2755	Weaver Capital Management Suwanee, Georgia	$38.2M	+$6.79M	7	8.06%	Increased
2756	Focused Wealth Management Newburgh, New York	$38.2M	+$824K	9	3.99%	Increased
2757	SIA Strategic Investment Advisors Farmington Hills, Michigan	$38.2M	-$2.13M	6	3.3%	Reduced
2758	Bank Hapoalim BM Tel Aviv, Israel	$38.1M	-$20M	6	3.31%	Reduced
2759	WBH Advisory Baltimore, Maryland	$38.1M	-$382K	6	2.82%	Reduced
2760	Octahedron Capital Management Burlingame, California	$38.1M	+$4.14M	3	25.93%	Increased
2761	CGN Advisors Manhattan, Kansas	$38.1M	+$341K	6	3.02%	Increased
2762	HBW Advisory Services Simi Valley, California	$38.1M	-$1.76M	6	4.14%	Reduced
2763	Independent Solutions Wealth Management Williamsville, New York	$38.1M	-$984K	7	7%	Reduced
2764	Moseley Investment Management Bradenton, Florida	$38.1M	-$1.61M	6	11.77%	Reduced
2765	Amiral Gestion Paris, France	$38.1M	-$757K	1	14%	Reduced
2766	Atwater Malick Lancaster, Pennsylvania	$38.1M	-$1.06M	5	10.5%	Reduced
2767	Everest Management Corp Cupertino, California	$38.1M	+$4.37M	5	21.22%	Increased
2768	Strengthening Families & Communities LLC Boston, Massachusetts	$38M	-$12.4M	12	13.55%	Reduced
2769	Highlander Partners Dallas, Texas	$38M	$0	5	13.63%	Maintained
2770	Seneca House Advisors Richmond, Virginia	$37.8M	+$541K	5	14.15%	Increased
2771	VDBMI Van Den Berg Management I Austin, Texas	$37.8M	-$1.4M	5	8.66%	Reduced
2772	SBI Okasan Asset Management Tokyo, Japan	$37.8M	+$37.3M	9	2.08%	New
2773	MBL Wealth Charlotte, North Carolina	$37.7M	+$8.57M	7	3.02%	Increased
2774	Novo Holdings A/S Hellerup, Denmark	$37.7M	$0	1	2.93%	Maintained
2775	Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$37.6M	-$10.1M	3	4.94%	Reduced