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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
976	AP Archon Partners Princeton Junction, New Jersey	$96.4M	+$297K	4	17.52%	Increased
977	Destination Wealth Management Walnut Creek, California	$96M	+$1.71M	6	5.2%	Increased
978	MainStreet Investment Advisors Chicago, Illinois	$96M	+$5.08M	6	6.57%	Increased
979	North Star Asset Management Neenah, Wisconsin	$95.9M	-$2.55M	9	7.61%	Reduced
980	VPMV Venrock Partners Management V Palo Alto, California	$95.7M	+$74.4M	1	95%	New
981	Voya Financial Advisors Windsor, Connecticut	$95.7M	+$1.37M	8	5.03%	Increased
982	UAM UAS Asset Management New York	$95.5M	+$7.03M	3	34.42%	Increased
983	Calamos Wealth Management Naperville, Illinois	$95.5M	+$1.8M	6	11.92%	Increased
984	CDH Charles D. Hyman	$95.4M	+$13.7M	7	9.21%	Increased
985	Becker Capital Management Portland, Oregon	$95.3M	-$7.93M	6	5.4%	Reduced
986	BFM Blacksheep Fund Management Co. Dublin, Ireland	$95.1M	-$27.9M	2	40.23%	Reduced
987	Luxor Capital Group New York	$95.1M	+$13.3M	4	2.43%	Increased
988	SCP Seafarer Capital Partners Larkspur, California	$94.9M	+$17.7M	1	66.16%	Increased
989	IRF IBM Retirement Fund Armonk, New York	$94.8M	-$866K	12	12.2%	Reduced
990	Cobblestone Capital Advisors Rochester, New York	$94.5M	+$6.48M	8	8.55%	Increased
991	Alpha Wave Global New York	$94.3M	-$11.4M	3	8.41%	Reduced
992	GH Grosvenor Holdings Chicago, Illinois	$94M	-$88.1M	3	8.76%	Reduced
993	Maple Capital Management Montpelier, Vermont	$93.8M	+$1.9M	5	18.38%	Increased
994	Ironvine Capital Partners Omaha, Nebraska	$93.7M	-$6.62M	4	12.4%	Reduced
995	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$93.5M	-$20.1M	9	15.07%	Reduced
996	Ancora Advisors Cleveland, Ohio	$93.3M	+$386K	12	3.9%	Increased
997	Parthenon LLC Louisville, Kentucky	$93.1M	-$1.78M	6	19.34%	Reduced
998	Bristlecone Advisors Bellevue, Washington	$93.1M	+$3.79M	5	18.85%	Increased
999	TC TownSquare Capital Provo, Utah	$92.8M	+$8.37M	9	6.31%	Increased
1000	Parsons Capital Management Providence, Rhode Island	$92.6M	-$199K	8	9.86%	Reduced