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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	Cobblestone Capital Advisors Rochester, New York	$87.8M	+$1.82M	7	6.71%	Increased
1027	MADR Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$87.6M	+$18.7M	3	64.53%	Increased
1028	NWAM LLC Mercer Island, Washington	$87.6M	-$1.66M	9	7.76%	Reduced
1029	MC Montag & Caldwell Atlanta, Georgia	$87.4M	-$13.4M	5	12.67%	Reduced
1030	Bryn Mawr Capital Management Philadelphia, Pennsylvania	$87.3M	+$75.5M	8	9.43%	Increased
1031	Suncoast Equity Management Tampa, Florida	$87.3M	-$19.9M	3	16.02%	Reduced
1032	Dakota Wealth Management Palm Beach Gardens, Florida	$86.7M	-$18.8M	7	6.14%	Reduced
1033	BFO Boston Family Office Boston, Massachusetts	$86.5M	-$707K	6	7.19%	Reduced
1034	PI Pennant Investors Summit, New Jersey	$86.2M	+$34.6M	3	43.18%	Increased
1035	Night Owl Capital Management Greenwich, Connecticut	$86.2M	+$1.45M	4	40.09%	Increased
1036	MTC McDaniel Terry & Co Austin, Texas	$86M	-$1.15M	5	10%	Reduced
1037	Fulton Breakefield Broenniman Bethesda, Maryland	$85.9M	+$3.97M	6	7.62%	Increased
1038	Twin Capital Management Mcmurray, Pennsylvania	$85.9M	+$351K	9	11.13%	Increased
1039	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$85.7M	-$17.9M	6	4.35%	Reduced
1040	MAM Mastrapasqua Asset Management Nashville, Tennessee	$85.6M	+$7.09M	6	11.28%	Increased
1041	Te Ahumairangi Investment Management Wellington, New Zealand	$85.6M	+$6.66M	6	13.38%	Increased
1042	AIA Group Hong Kong	$85.2M	-$16M	13	5.19%	Reduced
1043	Venture Visionary Partners Sylvania, Ohio	$85M	+$2.79M	8	6.15%	Increased
1044	JSP Jackson Square Partners Larkspur, California	$85M	-$42.9M	3	2.27%	Reduced
1045	Waters Parkerson & Co New Orleans, Louisiana	$84.8M	-$588K	6	5.1%	Reduced
1046	Tudor Investment Corp Stamford, Connecticut	$84.7M	-$12.6M	21	1.68%	Reduced
1047	NEA Management Company Timonium, Maryland	$84.7M	-$182K	1	4.76%	Reduced
1048	Burney Company Reston, Virginia	$84.5M	-$14.7M	10	4.28%	Reduced
1049	OneDigital Investment Advisors Overland Park, Kansas	$84.5M	+$19.5M	9	2.45%	Increased
1050	Bank of the West Monterey Park, California	$84.5M	-$6.48M	7	9.93%	Reduced