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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
1001	JWM Jackson Wealth Management Lake Mary, Florida	$69.6M	+$26.7M	3	14.65%	Increased
1002	AssetMark Inc Concord, California	$69.5M	-$1.18M	12	0.63%	Reduced
1003	North Star Asset Management Neenah, Wisconsin	$69.5M	+$459K	8	5.58%	Increased
1004	Middleton & Co Boston, Massachusetts	$69.5M	+$683K	6	10.84%	Increased
1005	Brinker Capital Berwyn, Pennsylvania	$69.1M	+$620K	10	2.49%	Increased
1006	FineMark National Bank & Trust Fort Myers, Florida	$68.9M	-$16.3M	7	4.2%	Reduced
1007	Farmers & Merchants Investments Inc Lincoln, Nebraska	$68.9M	-$365K	12	4.69%	Reduced
1008	JC JBF Capital Aspen, Colorado	$68.8M	+$299K	3	10.12%	Increased
1009	RGI River Global Investors London, United Kingdom	$68.7M	+$6.55M	5	6.23%	Increased
1010	Mariner Independent Advisor Network Overland Park, Kansas	$68.5M	+$34.4M	4	8.57%	Increased
1011	Adell Harriman & Carpenter Houston, Texas	$68.4M	-$1.54M	7	12.81%	Reduced
1012	JGC J. Goldman & Co New York	$68.4M	+$21.5M	6	4.78%	Increased
1013	MAI Capital Management Independence, Ohio	$68.2M	+$774K	8	3.49%	Increased
1014	Janney Capital Management Pittsburgh, Pennsylvania	$68.1M	-$2.62M	7	2.96%	Reduced
1015	Osborne Partners Capital Management San Francisco, California	$68M	-$1.93M	7	8.69%	Reduced
1016	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$67.9M	+$2.62M	7	5.7%	Increased
1017	BA Birinyi Associates Westport, Connecticut	$67.5M	+$47K	6	24.02%	Increased
1018	Roffman Miller Associates Philadelphia, Pennsylvania	$67.5M	-$2.03M	3	7.49%	Reduced
1019	Iconiq Capital San Francisco, California	$67.4M	-$1.43M	4	7.1%	Reduced
1020	Anchor Capital Advisors Boston, Massachusetts	$66.9M	-$2.07M	7	2.43%	Reduced
1021	KCM Kingdon Capital Management New York	$66.8M	+$24.9M	5	4.66%	Increased
1022	Taurus Asset Management New York	$66.6M	-$4.86M	6	8.99%	Reduced
1023	Front Barnett Associates Chicago, Illinois	$66.4M	+$556K	5	10%	Increased
1024	Parsons Capital Management Providence, Rhode Island	$66.3M	-$1.42M	7	6.99%	Reduced
1025	Kimelman & Baird New York	$66.3M	-$10.6M	6	8.35%	Reduced