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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
901	CSNH Crow's Nest Holdings Richmond, Virginia	$154M	-$6.37M	2	36.39%	Reduced
902	Graham Holdings Company Arlington, Virginia	$153M	-$31.7M	1	23.55%	Reduced
903	Ironvine Capital Partners Omaha, Nebraska	$152M	+$2.02M	3	18.51%	Increased
904	Valeo Financial Advisors Carmel, Indiana	$152M	-$8.32M	10	6.94%	Reduced
905	Lincoln National Corp Radnor, Pennsylvania	$151M	+$3.32M	8	2.99%	Increased
906	Destination Wealth Management Walnut Creek, California	$151M	-$4.95M	6	5.64%	Reduced
907	First National Bank of Omaha Omaha, Nebraska	$151M	-$5.78M	5	8.68%	Reduced
908	Select Equity Group New York	$150M	-$10.7M	2	0.56%	Reduced
909	TP TenCore Partners New York	$150M	-$68.3M	3	36.87%	Reduced
910	Apollon Wealth Management Mount Pleasant, South Carolina	$150M	+$34.9M	10	7.23%	Increased
911	Nishkama Capital LLC Dorado, Puerto Rico	$150M	+$96.5M	4	20.06%	Increased
912	Makena Capital Management Menlo Park, California	$150M	-$35.2M	4	28.59%	Reduced
913	Brandywine Global Investment Management Philadelphia, Pennsylvania	$150M	-$25.8M	6	1.25%	Reduced
914	Joel Isaacson & Co New York	$149M	+$3.54M	9	9.99%	Increased
915	North Star Asset Management Neenah, Wisconsin	$149M	-$682K	8	8.23%	Reduced
916	Baker Avenue Asset Management San Francisco, California	$149M	-$5M	19	7.49%	Reduced
917	CloudAlpha Capital Management Hong Kong	$149M	-$18.2M	6	12.59%	Reduced
918	HAM Honeycomb Asset Management New York	$149M	+$91.7M	4	23.03%	Increased
919	Natixis Investment Managers International Paris, France	$148M	-$7.44M	6	10.93%	Reduced
920	AIA Group Hong Kong	$148M	+$9.8M	9	7.14%	Increased
921	Thomasville National Bank Thomasville, Georgia	$147M	+$2.01M	5	14.08%	Increased
922	Savant Capital Rockford, Illinois	$147M	+$26.6M	10	2.3%	Increased
923	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$147M	-$3.13M	3	1.73%	Reduced
924	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$147M	+$13M	1	7.71%	Increased
925	Windward Capital Management Los Angeles, California	$147M	-$536K	5	13.24%	Reduced