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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	Adell Harriman & Carpenter Houston, Texas	$234M	+$3.09M	6	14.22%	Increased
1002	Ballentine Partners Waltham, Massachusetts	$234M	+$3.43M	14	3.24%	Increased
1003	Todd Asset Management Louisville, Kentucky	$233M	-$31.5M	7	4.72%	Reduced
1004	Ninety One North America New York	$233M	-$744K	2	10.55%	Reduced
1005	Global Retirement Partners San Rafael, California	$232M	+$7.96M	29	5.2%	Increased
1006	Capital Investment Services of America Milwaukee, Wisconsin	$232M	-$3.87M	6	20.64%	Reduced
1007	XN LP New York	$231M	-$27.5M	2	6.81%	Reduced
1008	Spire Wealth Management Mclean, Virginia	$231M	+$17.9M	20	7.88%	Increased
1009	NBT Bank Norwich, New York	$231M	-$3.35M	12	15.06%	Reduced
1010	Caption Management Oklahoma City, Oklahoma	$230M	+$150M	11	1.8%	Increased
1011	SVB Wealth Boston, Massachusetts	$230M	-$15.5M	8	12.39%	Reduced
1012	Bryn Mawr Capital Management Philadelphia, Pennsylvania	$229M	-$4.24M	8	11.37%	Reduced
1013	Delta Asset Management Memphis, Tennessee	$229M	-$1.26M	11	19.39%	Reduced
1014	New Age Alpha Advisors Rye, New York	$228M	-$6.34M	12	9.57%	Reduced
1015	Sumitomo Life Insurance Tokyo, Japan	$228M	+$25.9M	7	7.08%	Increased
1016	General American Investors New York	$228M	$0	3	13.21%	Maintained
1017	Donaldson Capital Management Evansville, Indiana	$228M	+$43.3M	6	7.21%	Increased
1018	Sigma Planning Corp Ann Arbor, Michigan	$227M	+$378K	14	6.45%	Increased
1019	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$226M	-$6.76M	7	1.62%	Reduced
1020	Ironvine Capital Partners Omaha, Nebraska	$226M	-$1.63M	3	22.53%	Reduced
1021	Ruffer LLP London, United Kingdom	$226M	-$79.5M	4	12.56%	Reduced
1022	Cumberland Partners Toronto, Ontario, Canada	$225M	+$9.7M	6	14.71%	Increased
1023	Fulton Breakefield Broenniman Bethesda, Maryland	$225M	+$147K	7	14.53%	Increased
1024	Avestar Capital New York	$225M	-$35.9M	13	14.71%	Reduced
1025	Academy Capital Management Waco, Texas	$225M	-$12.9M	5	32.02%	Reduced