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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
3801	Marvin & Palmer Associates Wilmington, Delaware	$14.5M	+$11.6M	2	11.06%	Increased
3802	Foster Group West Des Moines, Iowa	$14.5M	-$2.26M	6	0.55%	Reduced
3803	PIA Prakash Investment Advisors Andover, Massachusetts	$14.5M	+$13.7M	5	14.27%	New
3804	MAM Milestone Asset Management Pittsburgh, Pennsylvania	$14.5M	+$2.29M	8	3.19%	Increased
3805	Teza Capital Management Chicago, Illinois	$14.5M	-$19.8M	5	2.19%	Reduced
3806	CMANY Capital Management Associates (New York) New York	$14.5M	-$1.36M	5	17.02%	Reduced
3807	Hexagon Capital Partners Rogers, Arkansas	$14.4M	-$107K	19	2.63%	Reduced
3808	Power Wealth Management Alpharetta, Georgia	$14.4M	+$50.1K	6	6.03%	Increased
3809	Lodestone Wealth Management Spokane, Washington	$14.4M	-$44.6K	5	7.24%	Reduced
3810	Patrick Mauro Investment Advisor Oak Brook, Illinois	$14.4M	+$1.3M	3	8.24%	Increased
3811	Coastwise Capital Group La Jolla, California	$14.4M	+$174K	4	11.52%	Increased
3812	Orleans Capital Management Mandeville, Louisiana	$14.4M	+$536K	3	8.06%	Increased
3813	McGlone Suttner Wealth Management Appleton, Wisconsin	$14.4M	+$945K	6	2.41%	Increased
3814	Investment Advisory Group Hanover, Massachusetts	$14.4M	+$583K	6	4.82%	Increased
3815	TFC Financial Management Boston, Massachusetts	$14.4M	-$97.6K	13	2.28%	Reduced
3816	CCM CAAS Capital Management New York	$14.4M	+$10M	4	2.52%	Increased
3817	Oder Investment Management Woodland Hills, California	$14.4M	-$251K	5	11.98%	Reduced
3818	Facet Wealth Inc Baltimore, Maryland	$14.3M	-$2.36M	6	0.38%	Reduced
3819	Hartford Funds Management Wayne, Pennsylvania	$14.3M	+$750K	3	1.31%	Increased
3820	Old Well Partners Charlotte, North Carolina	$14.3M	+$1.79M	3	27.27%	Increased
3821	FCT Family Capital Trust Peabody, Massachusetts	$14.3M	-$917K	3	4.84%	Reduced
3822	Spartan Planning & Wealth Management Greensboro, North Carolina	$14.3M	+$13.8M	6	13.03%	New
3823	Deepwater Asset Management Minneapolis, Minnesota	$14.3M	-$13.5M	2	4.65%	Reduced
3824	3G Capital Partners New York	$14.3M	-$23.5M	1	4.09%	Reduced
3825	Copperwynd Financial Scottsdale, Arizona	$14.3M	+$2.95M	6	3.93%	Increased