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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
926	FineMark National Bank & Trust Fort Myers, Florida	$153M	-$739K	7	6.48%	Reduced
927	Tokio Marine Asset Management Tokyo, Japan	$153M	+$6.83M	11	13.62%	Increased
928	Baskin Financial Services Toronto, Ontario, Canada	$153M	-$768K	4	13.59%	Reduced
929	Kestra Private Wealth Services Austin, Texas	$153M	+$6.56M	18	8.53%	Increased
930	Renaissance Group Covington, Kentucky	$153M	+$3.21M	8	6.59%	Increased
931	Jasper Ridge Partners Menlo Park, California	$152M	+$481K	9	6.79%	Increased
932	Joel Isaacson & Co New York	$152M	+$2.26M	11	11.51%	Increased
933	Trust Company of Vermont Brattleboro, Vermont	$152M	-$2.72M	6	10.8%	Reduced
934	ETF Managers Group Summit, New Jersey	$152M	+$1.37M	24	2.86%	Increased
935	Destination Wealth Management Walnut Creek, California	$150M	+$12.2M	6	5.83%	Increased
936	Bronte Capital Management Bondi Junction, Australia	$150M	$0	2	10.98%	Maintained
937	Armistice Capital New York	$150M	+$21.8M	6	2.54%	Increased
938	Richard Bernstein Advisors New York	$148M	+$8.33M	7	2.99%	Increased
939	MC Maplelane Capital New York	$148M	-$221M	4	5%	Reduced
940	CA Cullinan Associates Louisville, Kentucky	$148M	+$9.7M	8	8.16%	Increased
941	Burney Company Reston, Virginia	$147M	-$1.57M	9	6.9%	Reduced
942	Deltec Asset Management New York	$147M	+$2.66M	7	22.15%	Increased
943	Taurus Asset Management New York	$147M	+$844K	4	15.28%	Increased
944	U.S. Capital Wealth Advisors Austin, Texas	$147M	+$152M	13	6.36%	New
945	Calamos Wealth Management Naperville, Illinois	$147M	-$2.81M	9	11.85%	Reduced
946	Driehaus Capital Management Chicago, Illinois	$146M	-$53.4M	8	1.74%	Reduced
947	TCCM Two Creeks Capital Management New York	$146M	+$70M	2	7.76%	Increased
948	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$146M	-$12.6M	4	12.25%	Reduced
949	Palisade Capital Management Fort Lee, New Jersey	$145M	+$3.54M	7	3.16%	Increased
950	RIM Redpoint Investment Management Sydney, NSW, Australia	$144M	-$1.58M	15	12.33%	Reduced