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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
851	SCM Suvretta Capital Management New York	$175M	+$104M	3	9.44%	Increased
852	Jay A. Fishman Ltd Troy, Michigan	$174M	+$3.18M	5	22.04%	Increased
853	Dakota Wealth Management Palm Beach Gardens, Florida	$173M	+$10.9M	7	7.64%	Increased
854	Graham Capital Management Rowayton, Connecticut	$173M	+$36.3M	15	4.06%	Increased
855	Aptus Capital Advisors Fairhope, Alabama	$171M	+$9.43M	9	4.67%	Increased
856	VCM Violich Capital Management San Francisco, California	$171M	-$11.2M	5	29.16%	Reduced
857	Kingsview Wealth Management Grants Pass, Oregon	$171M	+$13.9M	10	6.13%	Increased
858	Franklin Street Advisors Chapel Hill, North Carolina	$171M	+$1.68M	6	15.13%	Increased
859	SAI Systematic Alpha Investments Princeton, New Jersey	$171M	+$71.3K	8	8.5%	Increased
860	Wedbush Securities Los Angeles, California	$170M	+$4.95M	12	8.47%	Increased
861	Mill Capital Management Concord, North Carolina	$170M	-$339K	6	16.66%	Reduced
862	EWM Elite Wealth Management Kirkland, Washington	$170M	+$17.7M	6	12.47%	Increased
863	Wilmington Savings Fund Society Wilmington, Delaware	$170M	+$2.22M	7	7.48%	Increased
864	CA Cullinan Associates Louisville, Kentucky	$170M	+$13.9M	7	9.9%	Increased
865	MFWM Motley Fool Wealth Management Alexandria, Virginia	$170M	-$4.86M	4	9.84%	Reduced
866	Vaughan David Investments Peoria, Illinois	$170M	-$893K	6	5.14%	Reduced
867	Trust Company of Vermont Brattleboro, Vermont	$170M	+$4.23M	9	11.46%	Increased
868	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$169M	+$583K	12	4.57%	Increased
869	Maple Capital Management Montpelier, Vermont	$169M	-$13.1M	5	19.23%	Reduced
870	Waratah Capital Advisors Toronto, Ontario, Canada	$168M	+$76.9M	3	2.4%	Increased
871	SCA Snowden Capital Advisors New York	$168M	-$33.6M	12	7.13%	Reduced
872	Vinva Investment Management Sydney, Australia	$167M	+$6.31M	12	15.62%	Increased
873	Simplicity Solutions Minneapolis, Minnesota	$167M	-$7.71M	14	5.37%	Reduced
874	Select Equity Group New York	$167M	+$17.1M	2	0.68%	Increased
875	Fairview Capital Investment Management Greenbrae, California	$167M	-$5.48M	5	10.67%	Reduced