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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	Valiant Capital Management San Francisco, California	$132M	+$25.1M	3	12.37%	Increased
1002	Vestor Capital Chicago, Illinois	$132M	+$28M	8	13.87%	Increased
1003	Mission Wealth Management Santa Barbara, California	$131M	+$5.61M	11	4.96%	Increased
1004	CC Cornerstone Capital Palo Alto, California	$131M	-$5.68M	3	15.19%	Reduced
1005	AIM Alpine Investment Management Hong Kong	$131M	-$27.7M	1	30.76%	Reduced
1006	IP Interval Partners New York	$131M	+$57.3M	6	4.73%	Increased
1007	Parsons Capital Management Providence, Rhode Island	$130M	+$91.6K	9	9.95%	Increased
1008	HoyleCohen San Diego, California	$130M	-$2.44M	7	11.48%	Reduced
1009	Brookstone Capital Management Wheaton, Illinois	$130M	+$13.3M	9	2.61%	Increased
1010	SouthState Corp Winter Haven, Florida	$130M	-$1.74M	12	11.61%	Reduced
1011	Seizert Capital Partners Birmingham, Michigan	$130M	-$2.46M	4	6.95%	Reduced
1012	Albion Financial Group Salt Lake City, Utah	$129M	-$1.58M	15	11.33%	Reduced
1013	Kanawha Capital Management Richmond, Virginia	$129M	+$289K	7	11.88%	Increased
1014	TCCM Two Creeks Capital Management New York	$129M	-$14.1M	2	7.74%	Reduced
1015	HVM Harvest Volatility Management Norwalk, Connecticut	$129M	-$19.4M	5	25.78%	Reduced
1016	D.J. St. Germain Springfield, Massachusetts	$128M	+$119M	16	6.78%	New
1017	Cadian Capital Management New York	$128M	-$34.1M	2	6.07%	Reduced
1018	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$128M	-$1.35M	6	8.26%	Reduced
1019	Wesleyan Assurance Society Birmingham, United Kingdom	$128M	-$253K	3	13.69%	Reduced
1020	Talbot Financial Bellevue, Washington	$128M	-$1.02M	4	21.75%	Reduced
1021	Diversified Trust Memphis, Tennessee	$127M	+$3.93M	14	4.64%	Increased
1022	Aaron Wealth Advisors Chicago, Illinois	$127M	+$9.8M	7	16.51%	Increased
1023	Fulton Breakefield Broenniman Bethesda, Maryland	$127M	+$2.41M	6	10.48%	Increased
1024	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$127M	-$1.44M	9	4.18%	Reduced
1025	Wealth Enhancement Advisory Services Plymouth, Minnesota	$126M	-$2.45M	6	1.36%	Reduced