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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	Ballentine Partners Waltham, Massachusetts	$205M	+$9.8M	15	3.09%	Increased
1002	General American Investors New York	$205M	-$17.4M	3	13.11%	Reduced
1003	Northeast Financial Consultants Westport, Connecticut	$204M	-$4.56M	8	8.35%	Reduced
1004	Night Owl Capital Management Greenwich, Connecticut	$204M	+$4.11M	4	23.61%	Increased
1005	Homestead Advisers Arlington, Virginia	$204M	-$41.2M	3	4.82%	Reduced
1006	UIA UG Investment Advisers Taipei, Taiwan	$203M	+$115M	2	38.83%	Increased
1007	Capital Investment Services of America Milwaukee, Wisconsin	$203M	-$329K	6	18.58%	Reduced
1008	Ninety One North America New York	$203M	+$59M	2	9.95%	Increased
1009	HMP HS Management Partners New York	$203M	-$2.72M	3	16.55%	Reduced
1010	Fulton Breakefield Broenniman Bethesda, Maryland	$202M	-$242K	6	13.68%	Reduced
1011	Global Retirement Partners San Rafael, California	$202M	+$178M	30	5.01%	New
1012	Graham Holdings Company Arlington, Virginia	$201M	$0	1	22.64%	Maintained
1013	HUB Investment Partners Austin, Texas	$201M	+$6.47M	14	6.72%	Increased
1014	Pallas Capital Advisors Braintree, Massachusetts	$201M	+$884K	17	7.66%	Increased
1015	Stonebridge Capital Advisors St Paul, Minnesota	$200M	-$374K	6	15.2%	Reduced
1016	ET Equitable Trust Nashville, Tennessee	$200M	+$10.5M	8	9.96%	Increased
1017	Arkadios Wealth Advisors Atlanta, Georgia	$199M	+$11.7M	14	5.88%	Increased
1018	Manchester Global Management London, United Kingdom	$199M	-$11.4M	4	28.68%	Reduced
1019	Bronte Capital Management Bondi Junction, Australia	$198M	+$7.32M	2	15.58%	Increased
1020	Mane Global Capital Management New York	$197M	+$123M	4	8.37%	Increased
1021	North Star Asset Management Neenah, Wisconsin	$197M	+$1.83M	7	8.35%	Increased
1022	NWAM LLC Mercer Island, Washington	$196M	+$16M	9	11.4%	Increased
1023	OC Oakmont Corp Los Angeles, California	$196M	-$671K	4	34.32%	Reduced
1024	WestEnd Advisors Charlotte, North Carolina	$196M	+$61.6M	9	4.86%	Increased
1025	EWM Elite Wealth Management Kirkland, Washington	$196M	-$40.4M	6	64.42%	Reduced