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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	Lowe Brockenbrough & Co Richmond, Virginia	$92.3M	-$511K	6	12.41%	Reduced
1002	Dowling & Yahnke San Diego, California	$92.3M	-$337K	8	7.74%	Reduced
1003	Churchill Management Los Angeles, California	$91.8M	+$27M	9	2.85%	Increased
1004	ETrade Capital Management Arlington, Virginia	$91.7M	-$5.1M	10	1.91%	Reduced
1005	NWAM LLC Mercer Island, Washington	$91.5M	+$82.3M	9	12.8%	New
1006	Dock Street Asset Management Palm Beach, Florida	$91.5M	+$4.48M	4	25.32%	Increased
1007	Traynor Capital Management Malvern, Pennsylvania	$91.4M	+$4.96M	7	22.02%	Increased
1008	Capital Investment Advisors Atlanta, Georgia	$91M	+$3.38M	8	4.72%	Increased
1009	Simplex Trading Chicago, Illinois	$91M	+$40.1M	19	0.15%	Increased
1010	SouthState Corp Winter Haven, Florida	$91M	-$119K	7	11.15%	Reduced
1011	Portolan Capital Management Boston, Massachusetts	$91M	-$47.6M	7	10.39%	Reduced
1012	ACR Alpine Capital Research St. Louis, Missouri	$91M	-$22.6M	1	6.04%	Reduced
1013	Front Barnett Associates Chicago, Illinois	$90.9M	-$188K	4	14.05%	Reduced
1014	Farmers & Merchants Investments Inc Lincoln, Nebraska	$89.6M	+$3.64M	12	5.86%	Increased
1015	Harvard Management Company Boston, Massachusetts	$89.5M	+$47.3M	1	7.64%	Increased
1016	Doyle Wealth Management St. Petersburg, Florida	$89.5M	-$3.58M	5	11.8%	Reduced
1017	Mariner Independent Advisor Network Overland Park, Kansas	$89.5M	-$9.47M	7	8.24%	Reduced
1018	UONDDL University of Notre Dame du Lac South Bend, Indiana	$89.3M	+$14.2M	4	24.46%	Increased
1019	Bainco International Investors Boston, Massachusetts	$89.1M	+$568K	6	12.63%	Increased
1020	Adell Harriman & Carpenter Houston, Texas	$89M	-$2.3M	7	15.24%	Reduced
1021	Kings Point Capital Management Great Neck, New York	$88.9M	+$26.9K	10	12.88%	Increased
1022	Overbrook Management Corp New York	$88.4M	+$25.8M	6	23.06%	Increased
1023	SCM Soros Capital Management New York	$88.4M	+$64.2M	5	33.61%	Increased
1024	Thomasville National Bank Thomasville, Georgia	$88.3M	-$7.12M	6	13.71%	Reduced
1025	AAM AO Asset Management New York	$88.2M	-$28.3M	2	6.39%	Reduced