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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	Bank of the West Monterey Park, California	$106M	-$1.73M	7	13.41%	Reduced
1002	Bragg Financial Advisors Charlotte, North Carolina	$106M	+$2.86M	6	7.03%	Increased
1003	Armistice Capital New York	$105M	+$17.3M	5	1.84%	Increased
1004	Provident Investment Management Novi, Michigan	$105M	-$276K	4	12.4%	Reduced
1005	Donaldson Capital Management Evansville, Indiana	$105M	-$383K	5	5.41%	Reduced
1006	JCM JS Capital Management New York	$105M	-$37M	3	17.34%	Reduced
1007	Fernbridge Capital Management Los Angeles, California	$105M	-$97.1M	3	15.15%	Reduced
1008	Doyle Wealth Management St. Petersburg, Florida	$105M	+$1.05M	6	8.48%	Increased
1009	Onex Canada Asset Management Toronto, Ontario, Canada	$105M	-$9.36M	4	5.72%	Reduced
1010	XN LP New York	$105M	-$15.2M	3	10.21%	Reduced
1011	Nellore Capital Management Redwood City, California	$104M	+$29.3M	4	27.79%	Increased
1012	D.J. St. Germain Springfield, Massachusetts	$104M	+$471K	6	6.87%	Increased
1013	NWAM LLC Mercer Island, Washington	$104M	-$2.26M	9	9.6%	Reduced
1014	Compass Capital Management Minneapolis, Minnesota	$104M	+$4.01M	2	8.5%	Increased
1015	Mariner Independent Advisor Network Overland Park, Kansas	$103M	+$10.5M	8	4.34%	Increased
1016	NM NWI Management New York	$103M	-$17.7M	4	6.14%	Reduced
1017	Cobblestone Capital Advisors Rochester, New York	$103M	+$7.28M	8	7.86%	Increased
1018	AL Arnhold LLC New York	$103M	+$22.7M	12	12.24%	Increased
1019	Cumberland Partners Toronto, Ontario, Canada	$103M	-$2.58M	4	9.79%	Reduced
1020	Jones Financial Companies Des Peres, Missouri	$102M	+$4.31M	10	0.17%	Increased
1021	GFI Investment Counsel Toronto, Ontario, Canada	$102M	+$803M	2	16.03%	Increased
1022	PCP Polunin Capital Partners London, United Kingdom	$102M	-$40.3M	1	30.76%	Reduced
1023	Blue Whale Capital London, United Kingdom	$102M	-$70.7M	2	14.98%	Reduced
1024	Exchange Traded Concepts Oklahoma City, Oklahoma	$102M	-$9.5M	19	2.96%	Reduced
1025	Park Avenue Securities New York	$102M	+$10.5M	14	1.97%	Increased