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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	Fulton Breakefield Broenniman Bethesda, Maryland	$148M	+$4.36M	6	11.93%	Increased
1002	PIM Platinum Investment Management Sydney Australia 2000, Australia	$148M	-$4.54M	7	5.99%	Reduced
1003	First National Bank of Omaha Omaha, Nebraska	$147M	-$11.7M	5	9.27%	Reduced
1004	Venture Visionary Partners Sylvania, Ohio	$147M	+$3.16M	6	7.73%	Increased
1005	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$146M	+$133M	12	2.6%	New
1006	Talbot Financial Bellevue, Washington	$146M	+$3.09M	4	21.94%	Increased
1007	Parthenon LLC Louisville, Kentucky	$146M	-$592K	6	20.13%	Reduced
1008	Picton Mahoney Asset Management Toronto, Ontario, Canada	$146M	-$22.9M	7	3.95%	Reduced
1009	Montag & Associates Atlanta, Georgia	$145M	+$1.94M	13	8.11%	Increased
1010	Main Street Research Lakeville, Connecticut	$145M	+$16.5M	6	11.65%	Increased
1011	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$145M	-$1.33M	5	8.66%	Reduced
1012	Northeast Financial Consultants Westport, Connecticut	$145M	+$2.3M	6	8.01%	Increased
1013	Allworth Financial Folsom, California	$144M	+$17.9M	30	1.1%	Increased
1014	Meridian Wealth Management Lexington, Kentucky	$144M	-$82M	9	9.21%	Reduced
1015	Wesleyan Assurance Society Birmingham, United Kingdom	$144M	$0	3	14.26%	Maintained
1016	HoyleCohen San Diego, California	$144M	-$1.07M	7	11.75%	Reduced
1017	AIM Avanda Investment Management Singapore	$144M	+$136M	3	14.02%	New
1018	Insight Holdings Group New York	$143M	-$49.2K	5	3.46%	Reduced
1019	SouthState Corp Winter Haven, Florida	$143M	-$310K	10	12.19%	Reduced
1020	ET Equitable Trust Nashville, Tennessee	$143M	+$4.58M	7	10.72%	Increased
1021	Bowie Capital Management Richardson, Texas	$142M	-$2.15M	3	16.08%	Reduced
1022	LMR Partners London, United Kingdom	$142M	-$102M	10	1.62%	Reduced
1023	Prospera Financial Services Dallas, Texas	$141M	+$6.64M	11	4.68%	Increased
1024	CC Cornerstone Capital Palo Alto, California	$141M	-$1.97M	3	15.47%	Reduced
1025	Independent Financial Group San Diego, California	$141M	+$9.08M	14	7.55%	Increased