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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
776	Central Trust Company Jefferson City, Missouri	$251M	-$5.81M	18	5.89%	Reduced
777	Brookfield Corp Toronto, Ontario, Canada	$251M	-$30M	1	1.42%	Reduced
778	SFG Sather Financial Group Victoria, Texas	$251M	-$1.79M	4	16.12%	Reduced
779	Obermeyer Wealth Partners Aspen, Colorado	$249M	-$6.42M	6	13.31%	Reduced
780	Private Wealth Partners Mill Valley, California	$248M	-$51.6M	7	19.78%	Reduced
781	Wedbush Securities Los Angeles, California	$248M	-$20.9M	10	9.19%	Reduced
782	UBS O'Connor Chicago, Illinois	$247M	+$68.2M	6	6.1%	Increased
783	Capital International Los Angeles, California	$247M	-$3.83M	5	10.65%	Reduced
784	Fiduciary Management Inc Milwaukee, Wisconsin	$247M	-$109M	1	2.16%	Reduced
785	Trust Company of Vermont Brattleboro, Vermont	$246M	+$4.63M	15	12.35%	Increased
786	Bowen Hanes & Co Ponte Vedra Beach, Florida	$246M	-$5.26M	7	6.46%	Reduced
787	Maple Capital Management Montpelier, Vermont	$246M	+$7.75M	6	18.74%	Increased
788	Select Equity Group New York	$246M	-$41.5M	3	0.88%	Reduced
789	Logan Capital Management Newtown Square, Pennsylvania	$245M	-$2.62M	8	10.12%	Reduced
790	SCA Snowden Capital Advisors New York	$245M	-$15.5M	15	7.31%	Reduced
791	Summitry LLC Foster City, California	$245M	+$11.7M	6	11.72%	Increased
792	Caprock Group Boise, Idaho	$245M	+$55.5M	12	8.93%	Increased
793	Baupost Group Boston, Massachusetts	$245M	+$67M	1	6.97%	Increased
794	Apollon Wealth Management Mount Pleasant, South Carolina	$245M	+$7.06M	12	6.93%	Increased
795	LMCG Investments Boston, Massachusetts	$245M	-$6.15M	7	14.7%	Reduced
796	Osterweis Capital Management San Francisco, California	$244M	-$10.2M	6	12.38%	Reduced
797	OHIF Oriental Harbor Investment Fund Hong Kong	$244M	+$236M	3	25.22%	New
798	Calamos Wealth Management Naperville, Illinois	$244M	+$19.3M	8	12.51%	Increased
799	Avala Global New York	$243M	+$38.4M	3	16.03%	Increased
800	Vestor Capital Chicago, Illinois	$243M	-$10.8M	6	19.13%	Reduced