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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
3001	FPW Fairvoy Private Wealth Birmingham, Alabama	$31.2M	+$2.56M	7	6.31%	Increased
3002	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$31.2M	-$283K	8	4.11%	Reduced
3003	ACP Albar Capital Partners London, United Kingdom	$31.2M	+$11.7M	1	4.07%	Increased
3004	MCM MV Capital Management Bethesda, Maryland	$31.2M	-$795K	18	2.76%	Reduced
3005	AW Alaethes Wealth Glenbrook, Nevada	$31.2M	-$2.22M	4	9.05%	Reduced
3006	LK Lumbard & Kellner Hollis, New Hampshire	$31.2M	+$1.46M	5	9.45%	Increased
3007	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$31.1M	+$732K	4	4.21%	Increased
3008	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$31.1M	-$100K	5	13.08%	Reduced
3009	EIA Eastover Investment Advisors Charlotte, North Carolina	$31.1M	-$1.6M	3	12.25%	Reduced
3010	MWM Manske Wealth Management Houston, Texas	$31.1M	-$234K	7	7.72%	Reduced
3011	CIA Caerus Investment Advisors West Lake Hills, Texas	$31.1M	+$3.92M	15	10.35%	Increased
3012	AIP Alapocas Investment Partners Beverly, Massachusetts	$31.1M	-$14.7M	3	30.32%	Reduced
3013	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$31M	+$216K	5	10.35%	Increased
3014	ACM Arthedge Capital Management Jericho, New York	$31M	-$9.82M	2	19.32%	Reduced
3015	BCG Breakwater Capital Group Paramus, New Jersey	$31M	-$3.63M	7	3.72%	Reduced
3016	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$31M	+$134K	7	3.79%	Increased
3017	WC Wynn Capital Augusta, Georgia	$31M	+$234K	7	13.83%	Increased
3018	RCM Rings Capital Management Chicago, Illinois	$31M	$0	1	15.75%	Maintained
3019	WAM Winslow Asset Management Beachwood, Ohio	$30.9M	+$90.5K	6	5.37%	Increased
3020	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$30.9M	+$823K	6	12.61%	Increased
3021	HEM Henson-Edgewater Management Avon, Ohio	$30.9M	+$702K	4	16.08%	Increased
3022	PBT Pictet Bank & Trust Nassau, Bahamas	$30.9M	+$553K	4	33.1%	Increased
3023	NAG Northstar Advisory Group Northfield, New Jersey	$30.9M	+$5.97M	5	9.57%	Increased
3024	SP Stonebrook Private Northville, Michigan	$30.8M	+$739K	7	5.62%	Increased
3025	NC Naman Capital Sao Paulo, Brazil	$30.8M	$0	3	9.53%	Maintained