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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
1026	BFO Boston Family Office Boston, Massachusetts	$101M	+$4.29M	7	8.44%	Increased
1027	TD Private Client Wealth New York	$101M	+$3.26M	17	4.92%	Increased
1028	Valeo Financial Advisors Carmel, Indiana	$101M	-$7.08M	11	6.34%	Reduced
1029	Central Securities New York	$101M	$0	3	13.46%	Maintained
1030	AI ArchPoint Investors Coral Gables, Florida	$101M	+$13.7M	5	39.84%	Increased
1031	TIM Tikehau Investment Management Paris, France	$99.4M	+$17.8M	3	25.37%	Increased
1032	Sequoia Financial Advisors Akron, Ohio	$99.2M	-$4.53M	8	2.81%	Reduced
1033	PI Pennant Investors Summit, New Jersey	$99.1M	+$60M	3	42.77%	Increased
1034	Levin Capital Strategies New York	$99M	-$10.1M	5	11.7%	Reduced
1035	Parsons Capital Management Providence, Rhode Island	$98.9M	+$994K	9	8.89%	Increased
1036	HB Wealth Management Atlanta, Georgia	$98.8M	+$15.8M	9	2.03%	Increased
1037	EGVF ESA Global Value Fund Grand Cayman, Cayman Islands	$98.3M	$0	3	93.61%	Maintained
1038	AKO Capital London, United Kingdom	$98.2M	-$311M	1	1.37%	Reduced
1039	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$98.1M	-$186M	18	2.19%	Reduced
1040	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$97.9M	+$6.25M	11	12.84%	Increased
1041	SouthState Corp Winter Haven, Florida	$97.5M	+$1.01M	12	9.15%	Increased
1042	Moneta Group Investment Advisors St Louis, Missouri	$97.2M	+$34.7M	9	3.32%	Increased
1043	Hemenway Trust Hemenway Trust Salem, New Hampshire	$96.8M	-$1.62M	6	11.02%	Reduced
1044	Miracle Mile Advisors Los Angeles, California	$96.7M	+$39M	10	4.55%	Increased
1045	Adell Harriman & Carpenter Houston, Texas	$96.6M	+$1.26M	6	11.85%	Increased
1046	Night Owl Capital Management Greenwich, Connecticut	$96.4M	-$10.9M	4	37.02%	Reduced
1047	Washington Trust Advisors Wellesley, Massachusetts	$96.4M	-$4.65M	15	8.5%	Reduced
1048	SCM Silvant Capital Management Atlanta, Georgia	$96M	-$429K	9	23.27%	Reduced
1049	SAM Sabadell Asset Management Sant Cugat Del Valles, Spain	$95.7M	+$3.38M	8	20.14%	Increased
1050	Great Valley Advisor Group Wilmington, Delaware	$95.5M	+$45.1M	10	5.25%	Increased